Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 71/100 · Good
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)14.76%
- Expense ratio (20%)0.28%
- AUM (15%)₹159 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Hybrid · Multi Asset Allocation
₹19.79
AUM: ₹159 Cr
NAV updated 24 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.28%
Exit Load
Nil
Fund Manager
Abhiroop Mukherjee
Inception
Mar 2021
Sharpe Ratio
-0.03
Std Dev (1Y)
10.12%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.56%
3m
-0.34%
6m
-0.13%
1y
+8.69%
3y
+14.76%
5y
+11.94%
10y
—
since inception
+13.03%
TopFund's Take on Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth
Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth holds up reasonably well within the Multi Asset Allocation category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.
Cost: At 0.28%, the expense ratio is meaningfully cheaper — about 55% below the Multi Asset Allocation category average of 0.62% (based on 210 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.03 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.12% is on the lower side for a Multi Asset Allocation fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth
The current NAV (Net Asset Value) of Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth is ₹19.79. NAV is updated every business day after market close by AMFI.
1Y: 8.69% · 3Y CAGR: 14.76% · 5Y CAGR: 11.94%
The expense ratio of Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth is 0.28% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth is managed by Abhiroop Mukherjee at Motilal Oswal Mutual Fund.
Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Multi Asset Passive Fund of Fund - Regular Growth is ₹159 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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