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Motilal Oswal Gold and Silver ETFs FoF
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.16 | 15.39 | 1.41 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.47 | 14.59 | 1.50 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Gold-India |
About FoFs - Gold
FoFs - Gold invest in different mutual funds which are primarily trading in gold securities. They have the portfolios of gold trading companies or mutual funds involved in gold securities.
Peers & Comparison
CommodityFoFs - Gold
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Gold and Silver ETFs FoF | 26.86% | — | 20.88% |
| HDFC Gold ETF FoF | 28.06% | 17.22% | 7.22% |
| SBI Gold | 27.78% | 17.36% | 7.23% |
| Kotak Gold Fund | 27.83% | 17.12% | 7.21% |
Price Comparison
Compare Motilal Oswal Gold and Silver ETFs FoF with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Weightage
Current Holdings
Others
- ConstituentHolding Weight3M Change
- ICICI Prudential Gold ETF3M change : 1.18 %
Holdings
71.26 %
1.18 % - Nippon India Silver ETF3M change : -1.77 %
Holdings
29.06 %
-1.77 % - Net Receivables / (Payables)3M change : 0.59 %
Holdings
-0.32 %
0.59 %
AMC Profile
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
43
Total AUM
₹ 93,952.11 Cr.
Fund Manager Profile
Bhalchandra Shinde
AUM: ₹1,094.50 Cr.
|
Exp: 13yrs
Qualification
M.M.S Finance & B.E. (Mech)
Past Experience
Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research. Mr. Shinde's professional journey has been marked by his expertise and significant contributions to the field. Prior to his current role at MOAMC, he dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, overseeing research across sectors such as Auto, Oil and Gas, and Real Estate. He has also been associated with Max Life Insurance and Centrum Broking.
Funds Managed (8)
Manager Performance (0)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%