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Compare Mutual Funds
Comparing Motilal Oswal Asset Allocation Passive FoF - Conservative vs Quant Multi Asset Allocation FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, multi asset allocation
- hybrid, multi asset allocation
- Fund Age
- 4 yrs 4 m
- 12 yrs 6 m
- Fund Size
- ₹46 Cr
- ₹3,416 Cr
- 3 months
- 9.47%
- 15.15%
- 6 months
- 7.72%
- 6.47%
- 1 year
- 9.88%
- 7.65%
- 3 year
- 14.58%
- 26.11%
- 5 year
- NA
- 32.83%
- Standard Deviation
- 5.17
- 11.55
- Sharpe
- 1.46
- 1.55
- Beta
- 0.46
- 1.01
- Sortino
- 2.41
- 2.54
- Alpha
- 2.76
- 7.32
- Top 3 sectors
- Unclassified (100.01%)
- Energy (16.439999999999998%)
- Insurance (13.63%)
- Financial (11.09%)
- Top 5 holdings
- Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth (48.14%)
- Motilal Oswal Nifty 500 Index Fund Direct - Growth (28.39%)
- ICICI Prudential Gold Exchange Traded Fund-IDCW (11.83%)
- Motilal Oswal S&P 500 Index Fund Direct - Growth (11.65%)
- Reliance Industries Ltd. (9.53%)
- JIO Financial Services Ltd. (9.11%)
- Nippon India Silver ETF - Growth (8.25%)
- Premier Energies Ltd. (6.91%)
- Life Insurance Corporation of India (5.61%)
- Equity%
- 39.868338%
- 39.58976%
- Debt%
- 46.776105%
- 10.73053%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- 5.89%
- Modified Duration
- NA
- 0.65753425 yrs
- Avg. Maturity
- NA
- 1.07945205 yrs
- Avg. Credit Quality
- Low (SOV)
- Low (Cash & Call Money)
- Expense Ratio
- 0.49%
- 0.6%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- Min. Investment
- NA
- SIP ₹1000 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Swapnil P Mayekar
- Rakesh Shetty
- Sanjeev Sharma
- Ankit A Pande
- Vasav Sahgal
- Varun Pattani
- Sandeep Tandon
- Ayusha Kumbhat
