Mutual Funds

Motilal Oswal Asset Allocation FOF- C- Direct Growth

Motilal Oswal Mutual FundFund of FundsHigh Risk
₹17.91-0.02 (-0.10%)

NAV as on 2026-07-17 · Equity · Fund of Funds

AUM

₹73 Cr

1Y Return

+10.2%

3Y CAGR

+13.4%

5Y CAGR

+11.0%

Expense

0.53%

Risk

High

Motilal Oswal Asset Allocation FOF- C- Direct Growth
₹17.91-0.10%

1Y Return

+10.2%

3Y CAGR

+13.4%

5Y CAGR

+11.0%

Since Inception

+11.7%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹16.14
₹18.13

89% from 52W low

Fund Information

Fund of FundsEquitySince 18-03-2021

Fund House

Motilal Oswal Mutual Fund

Category

Equity - Fund of Funds

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity38.0%
Cash1.9%
Other9.9%

Market Cap Split

Large Cap18.9%
Mid Cap5.8%
Small Cap2.9%

Top Holdings

5 stocks
Weight1M Change
1

Motilal Oswal Nifty 5y Bench G-Sec ETF

51.30%+0.9%
2

Motilal Oswal Nifty 500 Dir Gr

27.88%+1.0%
3

Motilal Oswal Gold ETF

10.92%+1.1%
4

Motilal Oswal S&P 500 Index Dir Gr

9.62%0.0%
5

Net Receivables

0.28%0.0%

Fundamentals

P/E Ratio

23.44

Cat avg: 23.43

P/B Ratio

3.49

Cat avg: 3.27

Dividend Yield

1.37%

Cat avg: 1.52%

Price/Sale

2.91

Price/Cash Flow

16.00

Risk Metrics (3Y)

Sharpe Ratio

1.14

Sortino Ratio

1.81

Std Deviation

5.96%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Motilal Oswal AAP FoF - Cnsrv Dir Gr730.53+10.2%+13.4%+11.0%
Tata Multi Sector Passive FOF Dir Gr-----
ICICI Pru Dyn Ast Allc Act FOF Dir Gr28,5181.01+4.0%+12.2%+12.0%
ICICI Pru Agrsv Hyb Act FOF Dir Gr9,2651.14+0.3%+15.3%+15.0%
Kotak Inc Pl Arbtrg Omni FOF Dir Gr7,7300.43+5.9%+7.8%-
HDFC Multi-Asset Active FoF Dir Gr5,9380.14+7.4%+14.4%+13.8%
ICICI Pru Inc pls Arbtrg Omni FOF Dir Gr3,0400.35+6.5%+10.1%+9.9%
Nippon India Mlt-Asst Omni FoF Dir Gr2,7730.59+9.1%+17.9%+16.1%
HDFC Dvrs Eq All Cap Act FOF Dir Gr2,5450.29---
Kotak Multi Asset Omni FOF DirGr2,5220.90+8.2%+15.6%+15.8%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹73 Cr
Expense Ratio0.53%
Volatility (3Y)6.0%
Sharpe Ratio1.14
Sortino Ratio1.81
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings5

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.