NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth for NRI [18.26]

Min Investment

₹500

Fund Size

₹145.42 Cr

Expense Ratio

0.5%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹18.26

-0.33%

NAV as on 20 Mar 26, 12:00 AM

very high risk

fund of funds

fof

NAV as on 20 Mar 26, 12:00 AM

very high risk

fund of funds

fof

12.83%p.a.

Last 1Y

17.14%p.a.

Last 3Y

13.04%p.a.

Last 5Y

12.74%p.a.

Since Inception

About Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth scheme from Motilal Oswal Asset Management Company Limited. It is a Fund of Funds mutual fund scheme that predominantly invests in Fund of Funds stocks of companies. Launched on Mar 2021, Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth is Fund of Funds fund of its category with 145.42 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Fund of Funds funds.

  • Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth delivered 12.8% annual returns during the last year. It has delivered 12.7% average annual returns since the fund was launched.
  • Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in fof

Fund 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 (domesti c a s wel l a s international), fixed income and Gold. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Top 9 Holdings

ICICI Prudential Gold Exchange Traded Fund IDCW

13.27%

Net Receivables

0.10%

Motilal Oswal Nifty 500 Index Fund Direct - Growth

51.83%

Motilal Oswal S&P 500 Index Fund Direct - Growth

13.37%

Motilal Oswal 5 Year G-Sec ETF - Growth

22.06%

Net Payables

-0.07%

Reverse Repo/CBLO

0.43%

Motilal Oswal Gold ETF-Growth

12.21%

Others CBLO

0.54%

Fund Managers

  1. Swapnil P Mayekar (Jun 2025 - Present)
  2. Rakesh Shetty (Nov 2022 - Present)

Key Information

View Scheme Document

Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

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Fixed Deposit

NRI Mutual Fund Tax on Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Motilal Oswal Asset Allocation Passive FoF - Aggressive - Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions

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