MonitorDirect · Growth
Motilal Oswal Gold and Silver Passive Fund of Funds
Motilal Oswal Mutual FundOther Scheme - FoF Domestic3.9 years
- NAV
- 30.5482
- 15 Sept 2026
- 1Y
- +46.3%
- Trailing CAGR
- AUM
- ₹2,914.04 Cr
- 31 Aug 2026
- Volatility
- High
- 23.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+46.3%
- 3Y+37.6%
- 5Yn/a
- 10Yn/a
- SI+33.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+13.0%
- 3Y+41.0%
- 5Yn/a
- 10Yn/a
- Since inception
- +33.6%
- Calendar-day CAGR
- Excess 1Y
- +39.9%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 90
- Vs comparable share classes
- Worst rolling 3Y
- +30.9%
- 223 daily-ending windows
- Median rolling 3Y
- +37.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +41.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 59 recovered episodes
- Longest recovery
- 78 days
- Trough to prior peak
- Current spell
- 229 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
29 Jan 2026 – open
Trough 23 Mar 2026 · not recovered
-34.2%
14 Oct 2025 – 5 Dec 2025
Trough 28 Oct 2025 · recovered in 38 days
-13.0%
21 May 2024 – 26 Sept 2024
Trough 8 Aug 2024 · recovered in 49 days
-10.1%
5 May 2023 – 30 Nov 2023
Trough 4 Oct 2023 · recovered in 57 days
-9.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
90
Vs category
100
Consistency
87
Risk-adjusted
82
Drawdown
15
Mean
75
Portfolio
31 Aug 2026 · 3 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 65.0%
- Effective holdings
- 1.8
Motilal Oswal Gold ETF-Growth
Unspecified
65.0%
Motilal Oswal Silver ETF-Growth
Unspecified
35.1%
Repo
Unspecified
0.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.6%
- 3Y
- +7.2%
- Vol
- 4.7%
- Max DD
- -10.1%
- Sharpe
- 0.52
- 3Y win
- +11%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
BHARAT Bond ETF FOF - April 2033
Edelweiss Mutual Fund
- 1Y
- +4.4%
- 3Y
- +7.3%
- Vol
- 4.3%
- Max DD
- -4.3%
- Sharpe
- 0.50
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
BHARAT Bond FOF- April 2031
Edelweiss Mutual Fund
- 1Y
- +3.9%
- 3Y
- +7.1%
- Vol
- 3.1%
- Max DD
- -3.8%
- Sharpe
- 0.22
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +35.7%
- 3Y
- n/a
- Vol
- 22.4%
- Max DD
- -25.2%
- Sharpe
- 1.27
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns