Motilal Oswal Asset Allocation Passive Fund of Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation7.3%
Sharpe Ratio0.57
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic71.99713%
International28.00287%
Top Stock Holdings
CompanySectorAllocation
Motilal Oswal Nifty 500 Dir GrUtilities50.12%
Motilal Oswal S&P 500 Index Dir GrUtilities19.16%
Motilal Oswal Nifty 5y Bench G-Sec ETFUtilities18.32%
ICICI Pru Gold ETFUtilities11.62%
Trp_010725Utilities0.87%
Net Receivables / (Payables)Utilities-0.09%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.07%
Exit Load1
Regulatory & Tax Information
INF247L01AM0
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)