Motilal Oswal Gold and Silver Passive FoF - Direct Plan
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Motilal Oswal Gold and Silver Passive FoF - Direct Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
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Motilal Oswal Gold and Silver Passive FoF - Direct Plan
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Very High
|
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0.20 |
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High
|
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0.25 |
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|
High
|
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0.11 |
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|
High
|
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0.18 |
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|
High
|
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0.27 |
Other details of Motilal Oswal Gold and Silver Passive FoF - Direct Plan
Assets
₹2,652 Cr
Exit Load (Days)
--
Min. Investment (₹)
500
Min. Withdrawal (₹)
500
Min. SIP Investment (₹)
500
Min. No of Cheques
12
About Motilal Oswal Gold and Silver Passive FoF - Direct Plan
Motilal Oswal Gold and Silver Passive FoF - Direct Plan is a commodities mutual fund scheme of Motilal Oswal Mutual Fund. Launched on October 13, 2022, it is currently managed by Swapnil P Mayekar and Rakesh Shetty. The fund has an expense ratio of 0.20% with an overall AUM (Assets Under Management) of ₹2,652 Cr.
Motilal Oswal Gold and Silver ETFs FoF - Direct Plan is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.
Investment Strategy
The scheme is seeks to generate returns by investing in units of Gold ETFs and Silver ETFs.
Suitability
- Gold funds are suitable in a limited exposure for hedge against market volatility. Otherwise, they can be avoided. Read this article to know why.
- Equity funds are more suitable for long term wealth creation.
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
- If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Motilal Oswal Gold and Silver Passive FoF - Direct Plan
Motilal Oswal Mutual Fund announces name change
1 min read•By News Desk
FAQ for Motilal Oswal Gold and Silver Passive FoF - Direct Plan
How to Invest in Motilal Oswal Gold and Silver Passive FoF - Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Motilal Oswal Gold and Silver Passive FoF - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Motilal Oswal Gold and Silver Passive FoF - Direct Plan can be bought from the Motilal Oswal Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Motilal Oswal Gold and Silver Passive FoF - Direct Plan Today?
The latest declared NAV of Motilal Oswal Gold and Silver Passive FoF - Direct Plan, is ₹33.3017 as of 19-May-2026.
What are the top holdings of Motilal Oswal Gold and Silver Passive FoF - Direct Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Motilal Oswal Gold ETF-G |
62.30
|
|
Motilal Oswal Silver ETF-G |
37.87
|
What is the return of Motilal Oswal Gold and Silver Passive FoF - Direct Plan in the last 5 years?
Over the past five years, Motilal Oswal Gold and Silver Passive FoF - Direct Plan has delivered an annualised return of --% as of 19-May-2026.
What is the minimum investment required in Motilal Oswal Gold and Silver Passive FoF - Direct Plan?
The minimum investment required to start investing in Motilal Oswal Gold and Silver Passive FoF - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.


