Motilal Oswal Mutual Fund launches Motilal Oswal Asset Allocation Passive Fund of Fund: Conservative

NFO period: 19^th February – 05^th March, 2021

Highlights of the NFO:

• Scheme type – An open ended fund of fund scheme investing in passive funds


• Investment objective – 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 investment objective of the scheme would be achieved.


• Product suitability – This product is suitable for investors who are seeking to generate long term growth/capital appreciation by offering asset allocation by investing 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.


• Minimum Application Amount – First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan. Each Plan offers Growth Option.


• Fund Manager – Mr. Swapnil Mayekar, Mr. Abhiroop Mukherjee and Mr. Herin Visaria


• Benchmark – 25% Nifty 500 TRI + 10% S&P 500 TRI (INR) + 5% Domestic Price of Gold + 60% Nifty 5 Yr Benchmark G-Sec Index