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Fund of Funds (Domestic)📊 LBMA PRICE OF GOLD

Motilal Oswal Gold and Silver Passive Fund of Funds · Regular · Growth

Motilal Oswal Mutual Fund

#13 of 106 (1Y)

NAV

₹28.5513

as of 31 Jul 2026

Expense Ratio

0.49%

AUM

₹1,249 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+54.48%
3Y
+33.89%
5Y
Since Inception
+31.82%

SIP returns (XIRR)

1Y
+23.81%
3Y
+39.15%
5Y
Since Inception
+35.67%

What history actually did — last 3 years (Aug 2023 – Jul 2026)

A ₹5,000 monthly SIP for the last 3 years (Aug 2023 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹2,98,430 today ₹1,75,000 invested, 39.9% XIRR.

₹1,75,000

Invested

₹2,98,430

Value today

39.9%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 3 years (Aug 2023 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 3 years ago would be ₹2,40,252 today (34.0% CAGR).

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹2,98,430 in this fund vs ₹1,85,569 in the benchmark — outperformance of ₹1,12,861.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 3 years (Aug 2023 – Jul 2026) (3 Jun 2024) would be ₹2,01,020 today (2.01×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

1.16

Sharpe Ratio

+1.22

Alpha

0.20

Beta

1.01

Sortino

34.25%

Std Dev

-34.20%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkLBMA PRICE OF GOLD ✓
Launch Date13 Oct 2022
AMFI Code150641
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load1%- If redeemed on or before 15 days from the date of allotment.Nil- If redeemed after 15 days from the date of allotment.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Motilal Oswal Gold and Silver Passive Fund of Funds · Regular · Growth by Motilal Oswal Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

Motilal Oswal Gold and Silver Passive Fund of Funds · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,249 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against LBMA PRICE OF GOLD. The current expense ratio is 0.49%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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