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  • Motilal Oswal Mutual Fund
  • Motilal Oswal 5 Year G Sec Fund of Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal 5 Year G Sec Fund of Fund (Growth)

DebtGilt

11.3644

NAV (Jun 14)

4.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Scripbox Recommended Debt Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.3644

NAV (Jun 14)

Fund Returns

Last 1Y
6.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.9%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek returns by investing in units of Motilal Oswal 5 Year G-Sec ETF. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
0.2
Launched (3y ago)
Oct 06, 2021
AUM in Crores
16.858
ISIN
INF247L01AR9
Lock-in
No Lock-in
Benchmark
Nifty 5 yr Benchmark G-sec TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.05
Fund Managers

Rakesh Shetty

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal 5 Year G Sec Fund of Fund (Growth)70%8,56,981 1,24,3696.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Debt Holdings

motilal oswal nifty 5y bench g-sec etf

99.9%
99.9%

net receivables / (payables)

0.1%
0.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,797 cr

₹ 5,001 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 49,572 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

36.6%

24%

26.1%

25.8%

4.5%

4.2%

15.6%

24.2%

4.5%

3.4%

Motilal Oswal 5 Year G Sec Fund of Fund (G) Review

Motilal Oswal 5 Year G Sec Fund of Fund (G) is a Gilt Debt fund and has delivered an annualised return of 4.9% over a period of 2 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Rakesh Shetty.

Nav of Motilal Oswal 5 Year G Sec Fund of Fund (G) as of 6/14/2024 is ₹11.36 with the total AUM as of 6/16/2024 is ₹16.858. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal 5 Year G Sec Fund of Fund (G) was launched on Oct 06, 2021. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Motilal Oswal 5 Year G Sec Fund of Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal 5 Year G Sec Fund of Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty 5 yr Benchmark G-sec TR INR.

Motilal Oswal 5 Year G Sec Fund of Fund (G) is rated as a 0 fund in Debt and delivered 6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal 5 Year G Sec Fund of Fund (G).

Frequently Asked Questions

What is Motilal Oswal 5 Year G Sec Fund of Fund (G)?

Motilal Oswal 5 Year G Sec Fund of Fund (G) is a Gilt Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal 5 Year G Sec Fund of Fund (G)?

You can invest in Motilal Oswal 5 Year G Sec Fund of Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal 5 Year G Sec Fund of Fund (G)?

The minimum sip amount for Motilal Oswal 5 Year G Sec Fund of Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal 5 Year G Sec Fund of Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal 5 Year G Sec Fund of Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal 5 Year G Sec Fund of Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal 5 Year G Sec Fund of Fund (G)?

The expense ratio of the Motilal Oswal 5 Year G Sec Fund of Fund (G) is 0.2% for regular plan.