Home Funds Motilal Oswal Gold and Silver Passive Fund of Fund

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

Motilal Oswal · Fund of Funds
Moderate
₹28.35
Current NAV
25 Jun 2026
26.8%
1Y Return
23.8%
3Y CAGR
16.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.98).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.48).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.98
Sharpe Ratio
1.28
Beta
5.48
Alpha
2.73
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Fund Details
Fund House Motilal Oswal
Category Fund of Funds
AUM ₹1030 Cr
Expense Ratio 1.68%
Min SIP ₹500
Min Lumpsum ₹1000
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