The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold The scheme seeks to generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domestic as well as international), fixed income and Gold
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA
Swapnil P Mayekar
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Motilal Oswal Asset Allocation Passive FoF - Conservative is ₹17.75 as of 2026-08-27.
Motilal Oswal Asset Allocation Passive FoF - Conservative is classified as a Multi Asset Allocation fund.
The Assets Under Management (AUM) of Motilal Oswal Asset Allocation Passive FoF - Conservative is ₹75.13 Cr.
The expense ratio of Motilal Oswal Asset Allocation Passive FoF - Conservative is 0.59%.
Motilal Oswal Asset Allocation Passive FoF - Conservative is managed by Swapnil P Mayekar.
The minimum SIP investment for Motilal Oswal Asset Allocation Passive FoF - Conservative is ₹500.
The exit load for Motilal Oswal Asset Allocation Passive FoF - Conservative is 1%.
As per the SEBI Riskometer, Motilal Oswal Asset Allocation Passive FoF - Conservative carries a High risk level.
Motilal Oswal Asset Allocation Passive FoF - Conservative has delivered 11.89% (1Y), 13.64% (3Y) and 10.59% (5Y) annualised returns as of 2026-08-27.
Motilal Oswal Asset Allocation Passive FoF - Conservative was launched on 2009-12-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
