
Motilal Oswal Mutual Fund has announced the following changes in Motilal Oswal Asset Allocation Passive FoF - Aggressive, effective from June 22, 2026.
- The fund will be renamed as Motilal Oswal Multi Asset Passive FoF
- The benchmark has been revised from “50% Nifty 500 TRI + 20% S&P 500 TRI (INR) + 10% Domestic Price of Gold + 20% Nifty 5 Yr Benchmark G-Sec Index” to “60% Nifty 500 TRI + 30% NIFTY Composite Debt Index + 10% Domestic Price of Gold & Silver”
- The investment strategy has been revised from an aggressive asset-allocation approach with exposure to domestic equity, international equity, debt and gold to multi-asset strategy investing in equity, debt and commodity ETFs/index funds.
- The asset allocation framework has been revised in the following manner.
| Instruments | Existing | Revised |
|---|---|---|
| Domestic Equity | 40-90% | 10-80% |
| International Equity | 10-30% | - |
| Debt | 0-40% | 10-80% |
| Commodities | 0-20% | 10-80% |