Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
Get the latest NAV of Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹18.75
1D
NAV as on 20 Mar 2026
13.33%/per year
Since Inception
▲▼
757 people have invested ₹ 98.8L in Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive in the last three months
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Performance vs. Fund of Funds Index
Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)
The fund has consistently outperformed the benchmark (Fund of Funds Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Tech
Government
95%
Financial Services
28%
Tech
13%
Government
93%
Financial Services
27%
Tech
15%
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Holdings Details
as on (28-Feb-26)
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.36% |
Benchmark | null |
| AUM | ₹145 Cr |
| Inception Date | 12 March, 2021 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 7.14% |
| Risk |   Very High Risk |
About Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive is a hybrid fund. This fund was started on 12 March, 2021. The fund is managed by Swapnil Mayekar, Rakesh Shetty. This fund gives you the benefit of diversification.
Key Parameters
- Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive has ₹145 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive has given a CAGR return of 13.33% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 13.35%, 17.74% and 13.64% respectively.
Holdings
Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive has allocated its funds majorly in Government, Financial Services, Tech, Consumer Cyclical, Industrial, Basic Materials, Health, Energy, Consumer Defensive, Communication, Cash Equivalent, Utilities, Real Estate, Corporate.
Taxation
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
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 and lockin period
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 Aggressive has no lock in period.
Fund Manager
Swapnil Mayekar
Fund Manager of Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive, since 12 June 2025
Rakesh Shetty
Fund Manager of Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive, since 22 November 2022
- AUM of the fund stands at 145.4 Cr as of Feb'26
- AUM increased by 8.9 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
How do I invest in Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.