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Motilal Oswal Multi Factor Passive Fund of Funds

Regular | Growth

Return

3 years

6.08%

Nav

12.59

  • fundIcon:/content/dam/motilal-mf/fund-icons/ic_Motilal Oswal Multi Factor Passive Fund of Funds.png

  • nfoReopenDate:17-Mar-2026

  • schDetail:

    • exitLoad:

      1% If redeemed on or before 15 days from the date of allotment

      Nil - If redeemed after 15 days from the date of allotment

    • nfoStartDate: 19-Feb-2026

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO46373

    • dateOfAllotment: 12-03-2026

    • schemeName: Motilal Oswal Multi Factor Passive Fund of Funds

    • nfoEndDate: 05-Mar-2026

    • fundCategoryCode: MF

    • schcode: PF

  • minamount:

    • 0:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GD

    • 1:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GP

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:factor
    • 2: motilal-oswal-amc:index-funds

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01GT2
      • amfi_schcode: 154239
      • cmt_schcode: 46373

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01GU0
      • amfi_schcode: 154238
      • cmt_schcode: 46373

  • nav:

    • 0:

      • latnav:
      • optioncode: G
      • plancode: GD
      • prodcode: PFGD
      • nav_date: 01-Apr-2026
      • nav_amount: 9.5048
      • recdt: 01-Apr-2026
      • navchng: 0.19
      • navchngper: 1.98

    • 1:

      • latnav:
      • optioncode: G
      • plancode: GP
      • prodcode: PFGP
      • nav_date: 01-Apr-2026
      • nav_amount: 9.5016
      • recdt: 01-Apr-2026
      • navchng: 0.19
      • navchngper: 1.98

  • returns:

    • 0:

      • inception_Ret: 0.0
      • latNavDate: 2026-02-28
      • prodcode: PFGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 154239
      • cmt_schcode: 46373
      • isin: INF247L01GT2

Historical Performance

CAGR

planList:

  • 0:

    • sixth_char_name: D
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • groupedName: Direct Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01GT2
    • amfi_schcode: 154239
    • cmt_schcode: 46373

  • 1:

    • sixth_char_name: R
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • groupedName: Regular-Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01GU0
    • amfi_schcode: 154238
    • cmt_schcode: 46373

  • returns:

    • 0:

      • inception_Ret: 0.0
      • latNavDate: 2026-02-28
      • prodcode: PFGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 154239
      • cmt_schcode: 46373
      • isin: INF247L01GT2

  • bmCode: 2009

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Periodic Returns

Data as on

CAGR
Current value of Investment of ₹10,000
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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: 500

  • exitLoad:

    1% If redeemed on or before 15 days from the date of allotment

    Nil - If redeemed after 15 days from the date of allotment

  • aum:

    • 0:

      • latestAum:
      • latestAumAsOnDt:
      • optioncode: G
      • plancode: GD
      • prodcode: PFGD

    • 1:

      • latestAum:
      • latestAumAsOnDt:
      • optioncode: G
      • plancode: GP
      • prodcode: PFGP

  • portfolioTurnoverRatio: NA

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01GT2
      • amfi_schcode: 154239
      • cmt_schcode: 46373

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01GU0
      • amfi_schcode: 154238
      • cmt_schcode: 46373

  • benchmark: Nifty 500 TRI

  • expenseRatioDirect: NA

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 500 TRI (PRIMARY)
      • latNavDate: 2026-02-28
      • inception_Ret: 0.0
      • bmcode: 2009.0

  • entryLoad:

    NA

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

Portfolio Turnover Ratio

NA

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 TRI

Total Expense Ratio

NA

Inception date

2026-02-28

Entry Load

NA

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      1% If redeemed on or before 15 days from the date of allotment

      Nil - If redeemed after 15 days from the date of allotment

    • nfoStartDate: 19-Feb-2026

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO46373

    • dateOfAllotment: 12-03-2026

    • schemeName: Motilal Oswal Multi Factor Passive Fund of Funds

    • nfoEndDate: 05-Mar-2026

    • fundCategoryCode: MF

    • schcode: PF

  • fundManager:

    • 0:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • designation: Fund Manager/Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 1:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • designation: Fund Manager

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 2:

      • description:

        Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Prior to joining Motilal Oswal Asset Management Company, Mr. Mehta has worked with Emkay Global Financial Services Limited, Anand Rathi Shares & Stock Brokers Limited, Kotak Securities Limited and Angel Broking Limited.

      • designation: Manager, Associate Fund Manager and Passive Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png

      • fundManagerName: Dishant Mehta

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/dishant-mehta

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Downloads

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Frequently Asked Questions

What is Motilal Oswal Multi Factor Passive Fund of Funds??
It is an open-ended Fund of Funds scheme investing in units of passively managed factor-based ETFs and Index Funds. The fund aims to generate long-term capital appreciation through a rules-based multi-factor approach.
How is this fund different from a regular equity fund?
Unlike actively managed funds that rely on fund manager discretion, this fund follows a systematic, rules-based approach by investing equally across four proven factors—Momentum, Quality, Low Volatility, and Value—through passive index funds and ETFs.
What problem does this fund aim to solve for investors?
Investors often struggle with deciding which factor will outperform and when. Factor leadership keeps rotating across market cycles, making timing difficult. This fund removes that guesswork by maintaining equal exposure to all four factors at all times.
How does the equal-weight strategy work?
The fund allocates 25% each to Momentum, Quality, Low Volatility, and Value factors. Allocations are reviewed quarterly and rebalanced only if any factor deviates by ±5% from its target weight.
Does the fund try to predict factor rotations?
No. The fund does not attempt to predict which factor will outperform next. Instead, it automatically captures factor rotations through its structured equal allocation and rebalancing process.
What kind of underlying investments does the fund make?

The fund invests in passive index funds and ETFs tracking the following factor indices:

  • Momentum: Nifty 500 Momentum 50
  • Quality: BSE Quality
  • Low Volatility: BSE Low Volatility
  • Value: BSE Enhanced Value
What are factors and how do they work?
Factors are stock characteristics proven to drive long-term returns. Value selects undervalued stocks, Momentum picks recent outperformers, Quality focuses on strong fundamentals like high ROE and low debt, and Low Volatility targets stable stocks with lower price fluctuations.
Why combine multiple factors instead of investing in just one?
Factors have low correlation and rotate leadership across market cycles. Value may outperform during recoveries while Momentum excels in bull markets. Combining all four helps capture returns across different market phases and reduces timing risk.
What is the recommended investment horizon for this fund?
The fund is best suited for investors with a long-term horizon of 5 years or more, allowing factor cycles and rebalancing benefits to play out.
Does the fund carry higher risk?
Yes, it is a very high risk equity fund. However, diversification across four distinct factors with low stock overlap helps manage concentration risk and may provide better risk-adjusted returns over the long term.
What benchmark does the fund use?
The fund is benchmarked against the Nifty 500 Total Return Index, which represents a broad cross-section of India's equity market.
Who should consider investing in this fund?
Investors seeking long-term capital appreciation through diversified factor exposure, comfortable with equity market volatility, and who prefer a systematic, rule-based passive approach may consider this fund.
How is this fund taxed?
Short-term capital gains (held up to 12 months) are taxed at 20%. Long-term capital gains (held for more than 12 months) are taxed at 12.5% on gains above Rs 1.25 lakh. Tax treatment is subject to prevailing tax laws and may change. Investors are advised to consult their tax advisors.
What are the key risks associated with this fund?
Key risks include equity market risk, factor underperformance in certain periods, higher volatility compared to large-cap only funds, tracking error risk from underlying passive funds, and liquidity risk in certain market conditions.
What is the minimum investment amount?
During NFO and ongoing basis: Lump sum - Rs 500 and in multiples of Re 1 thereafter. Multiple SIP frequency options are available.
What is the exit load structure?
1% exit load if redeemed within 15 days from the date of allotment. No exit load if redeemed after 15 days from the date of allotment.
When is the NFO allotment date?
The date of allotment is 12th March 2026.
Who manages the fund?
Mr. Swapnil Mayekar manages the equity component and Mr. Rakesh Shetty manages the debt component.

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Learning Resource Vault

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  • Podcast

    • 4 min listen
    • July 7, 2022

  • Ep. 12: Wisdom Tree (part 1)

  • On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.

  • Listen Now

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