ReviewPlan n/a · Option n/aPrefer peers first
Motilal Oswal Multi Asset Passive Fund of Fund
Motilal Oswal Mutual FundOther Scheme - FoF Domestic5.6 years
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 However, there can be no assurance or guarantee that the objective of the Scheme would be achieved.
- NAV
- 18.5364
- 29 Oct 2026
- 1Y
- -4.1%
- Trailing CAGR
- AUM
- ₹151.41 Cr
- 30 Sept 2026
- Volatility
- Medium
- 9.3% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer Bandhan Conservative Hybrid Passive FOF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
5.6 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -12.4%. Ask whether you can hold through a similar fall.
Vs category
Fail
15% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Swapnil P Mayekar · 1.4 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 95.3% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.1%
- 3Y+13.2%
- 5Y+10.0%
- 10Yn/a
- SI+11.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-9.8%
- 3Y+5.1%
- 5Y+9.9%
- 10Yn/a
- Since inception
- +11.9%
- Calendar-day CAGR
- Excess 1Y
- -23.3%
- Category median, same plan and option
- 3Y win rate
- +15%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- SIP 3Y XIRR
- +5.1%
- Simulated monthly SIP
- Worst rolling 3Y
- +10.6%
- 646 daily-ending windows
- Median rolling 3Y
- +15.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 153 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -12.4%
- Worst peak-to-trough
- Current
- -8.6%
- Below last peak
- Current spell
- 80 days
- Days below latest peak
- Time below peak
- +81%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 86 recovered episodes
- Longest recovery
- 133 days
- Trough to prior peak
17 Jan 2022 – 17 Aug 2022
Trough 20 Jun 2022 · recovered in 58 days
-12.4%
10 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-9.9%
29 Jan 2026 – 3 Aug 2026
Trough 23 Mar 2026 · recovered in 133 days
-9.1%
27 Sept 2024 – 12 May 2025
Trough 7 Apr 2025 · recovered in 35 days
-8.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
23
Risk-adjusted
57
Drawdown
69
Mean
30
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Portfolio
30 Sept 2026 · 13 holdings · top 10 are 95.3%.
- Top 5
- 61.5%
- Top 10
- 95.3%
- Largest holding
- 14.5%
- Effective holdings
- 9.7
Motilal Oswal Gold ETF-Growth
Unspecified
14.5%
Motilal Oswal MOSt Shares M50 Exchange Traded Fund-Growth
Unspecified
12.2%
Motilal Oswal Silver ETF-Growth
Unspecified
11.9%
Motilal Oswal 5 Year G-Sec ETF Regular - Growth
Unspecified
11.6%
Motilal Oswal Nifty Smallcap 250 ETF - Growth
Unspecified
11.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Bandhan Conservative Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- -0.5%
- 3Y
- +7.0%
- Vol
- 3.5%
- Max DD
- -9.8%
- Sharpe
- 0.66
- 3Y win
- +26%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI Prudential Diversified Debt Strategy Active FOF - Dividend option
ICICI Prudential Mutual Fund
- 1Y
- +3.7%
- 3Y
- +6.8%
- Vol
- 2.0%
- Max DD
- -4.6%
- Sharpe
- 1.03
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Asset Allocation Fund of Fund- Conservative
Motilal Oswal Mutual Fund
- 1Y
- +2.7%
- 3Y
- +12.8%
- Vol
- 8.3%
- Max DD
- -12.1%
- Sharpe
- 0.58
- 3Y win
- +20%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +16.4%
- 3Y
- n/a
- Vol
- 22.1%
- Max DD
- -25.2%
- Sharpe
- 1.10
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Franklin India Income Plus Arbitrage Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +5.7%
- 3Y
- +13.0%
- Vol
- 8.8%
- Max DD
- -27.6%
- Sharpe
- 0.30
- 3Y win
- +16%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns