Motilal Oswal Mutual Fund

Motilal Oswal Gold ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.56
Risk: High
Other Scheme - Gold ETF
Plan: Regular
Benchmark: Domestic price of physical gold
Inception: N/A
Exit Load: Nil
Fund Size:₹1,126.53 Cr

Performance

1Y
Fund13.96%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund37.00%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1GOLD .995 1KG BAR - Mumbai1618.5396.53%
2Net Receivables / (Payables)45.532.72%
3GOLD 995 1KG BAR-Ahmedabad12.680.76%

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Motilal Oswal Mutual Fund
NAV / Fund Size₹19.17₹664.35 Cr
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-2.60%

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8.82%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000060635+1.1%+2.2%
SI07 Aug, 257500080531+7.4%+12.3%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.14 L.+14.0%+14.0%
SI31 Jul, 251 L.1.46 L.+46.4%+37.0%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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