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Motilal Oswal Mutual Fund

Motilal Oswal Multi Factor Passive Fund of Funds - Direct

TopFund Score: 71/100 · Good

How this score is calculated

  • Star rating (35%)—
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.11%
  • AUM (15%)₹33 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Motilal Oswal Mutual Fund · Equity · Thematic

₹10.34

+0.0 (+0.0%)

AUM: ₹33 Cr

NAV updated 24 days ago

Plan

Direct

Option

Growth

Risk

Very High

Expense Ratio

0.11%

Exit Load

Exit load of 1%, if redeemed within 15 days.

Fund Manager

Swapnil P Mayekar

Inception

Mar 2026

Benchmark

NIFTY 500 Total Return Index

Sharpe Ratio

0.19

Std Dev (1Y)

15.8%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-2.58%

3m

+0.68%

6m

—

1y

—

3y

—

5y

—

10y

—

since inception

+4.24%

TopFund's Take on Motilal Oswal Multi Factor Passive Fund of Funds - Direct

Motilal Oswal Multi Factor Passive Fund of Funds - Direct holds up reasonably well within the Thematic category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.

Cost: At 0.11%, the expense ratio is meaningfully cheaper — about 89% below the Thematic category average of 0.99% (based on 873 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 modest Sharpe ratio of 0.19 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.8% is fairly typical for Thematic funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.

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

Unspecified 100.00%

Asset Allocation

Mutual Fund 99.80%
Repo 0.30%

Frequently Asked Questions about Motilal Oswal Multi Factor Passive Fund of Funds - Direct

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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