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Motilal Oswal Mutual Fund

Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 68/100 · Good

How this score is calculated

  • Star rating (35%)1/5
  • 3Y CAGR (30%)37.43%
  • Expense ratio (20%)0.18%
  • AUM (15%)₹2,611 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Motilal Oswal Mutual Fund · Commodities · Gold

₹30.98

+0.42 (+1.37%)

AUM: ₹2,610 Cr

NAV updated 25 days ago

Plan

Regular

Option

Growth

Expense Ratio

0.18%

Exit Load

Nil

Fund Manager

Rakesh Shetty

Inception

Oct 2022

Benchmark

Domestic Gold and Silver Prices

Sharpe Ratio

0.79

Std Dev (1Y)

41.8%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+6.68%

3m

-4.96%

6m

-13.16%

1y

+53.16%

3y

+37.43%

5y

—

10y

—

since inception

+33.96%

TopFund's Take on Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)

Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan) holds up reasonably well within the Gold category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 68/100.

Cost: At 0.18%, the expense ratio is roughly in line with the Gold category average of 0.18% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.79 — decent risk-adjusted performance, without being exceptional. Separately, with 41.8% annualised volatility, this is among the more turbulent funds in the Gold space — expect sharp swings in both directions.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Commodities fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Unspecified 100.00%

Asset Allocation

Mutual Fund 100.14%
Repo 0.61%

Frequently Asked Questions about Motilal Oswal Gold and Silver Passive Fund of Funds(Regular Plan)

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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