Motilal Oswal Asset Allocation Passive Fund of Fund Conservative Direct Growth

Motilal Oswal Asset Allocation Passive Fund of Fund Conservative Direct Growth is a hybrid fund. This fund was started on 12 March, 2021. The fund is managed by Swapnil Mayekar. This fund gives you the benefit of diversification.

1. Motilal Oswal Asset Allocation Passive Fund of Fund Conservative Direct Growth has ₹46 Cr worth of assets under management (AUM) as on Dec 1969 and is more than category average.
2. The fund has an expense ratio 1.6.
   

Motilal Oswal Asset Allocation Passive Fund of Fund Conservative Direct Growth has given a CAGR return of 11.70% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 11.27% and 15.59% respectively.

Motilal Oswal Asset Allocation Passive Fund of Fund Conservative Direct Growth has allocated its funds majorly in Government, Financial Services, Tech, Consumer Cyclical, Industrial, Health, Consumer Defensive, Energy, Basic Materials, Communication, Cash Equivalent, Utilities, Real Estate.

As it is a fund of funds mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domesti c a s wel l a s international), fixed income and Gold. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Asset Allocation Passive Fund of Fund Conservative Direct Growth has no lock in period.