Home› Funds› Motilal Oswal Multi Asset Passive Fund of Fund - D

Motilal Oswal Multi Asset Passive Fund of Fund - Direct Growth

Motilal Oswal · Multi Asset
Moderate
₹19.76
Current NAV
25 Jun 2026
11.6%
1Y Return
22.6%
3Y CAGR
12.6%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.56%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.36).
  • Very large asset base (AUM: ₹21,910 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.86
Sharpe Ratio
0.56
Beta
2.36
Alpha
2.34
Sortino
Fund Details
Fund House Motilal Oswal
Category Multi Asset
AUM ₹21910 Cr
Expense Ratio 0.56%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Multi Asset
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth
Edelweiss
₹12.52 31.9%
Bandhan Multi Asset Allocation Fund - Regular Plan - IDCW
Bandhan
₹13.15 31.8%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Nippon India
₹24.41 31.7%
Bandhan Multi Asset Allocation Fund - Direct Plan - IDCW
Bandhan
₹13.65 31.6%