logo
logo
Motilal Oswal Gld & Slvr Pasv FoFGr

Motilal Oswal Gld & Slvr Pasv FoFGr

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation40.7%
Sharpe Ratio0.69

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Financial Services100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Motilal Oswal Gold ETFUtilities65.15%
Motilal Oswal Silver ETFUtilities35.00%
Triparty RepoUtilities0.40%
Net Receivables / (Payables)Utilities-0.55%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

RS

Rakesh Shetty

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Team

26 years

Combined Team Experience

AUM

₹ 19,743 Cr

Assets Under Management

SM
Swapnil Mayekar
Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.06%

iconRegulatory & Tax Information

INF247L01BN6
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
Let's Chat