• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal 5 Year G-Sec FoF (G)
Motilal Oswal Mutual Fund

Motilal Oswal 5 Year G-Sec FoF (G)

DebtGilt

11.6859

NAV (Sep 17)

5.422%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

11.6859

NAV (Sep 17)

Fund Returns

Last 1Y
8.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
5.4%
6 Month CAGR
4.8%

Scheme Information

Investment Objective

The scheme seeks to seek returns by investing in units of Motilal Oswal 5 Year G-Sec ETF.

Expense Ratio
0.2
Launched (0y ago)
0.2
AUM in Crores
25.8
ISIN
INF247L01AR9
Lock-in
Benchmark
Nifty 5yr Benchmark G-Sec Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
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 FoF (G)70%8,94,863 1,62,2518.2%
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 2023-12-21

Top Debt Holdings

Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth

99.6%
99.61%

Others

1%
0.97%

Others

-0.6%
-0.58%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,093 cr

₹ 15,209 cr

₹ 9,577 cr

₹ 4,457 cr

₹ 13,722 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

11.748%

22.891%

25.998%

27.977%

4.794%

4.21%

36.593%

25.083%

25.721%

19.218%

Motilal Oswal 5 Year G-Sec FoF (G) Review

Motilal Oswal 5 Year G-Sec FoF (G) is a Debt Debt fund and has delivered an annualised return of 5.422% over a period of 2 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is [object Object].

Nav of Motilal Oswal 5 Year G-Sec FoF (G) as of 9/17/2024 is ₹11.69 with the total AUM as of 9/19/2024 is ₹25.777. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal 5 Year G-Sec FoF (G) was launched on 2021-10-06. The category risk of the fund is Average.

The minimum SIP amount for Motilal Oswal 5 Year G-Sec FoF (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 FoF (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 5yr Benchmark G-Sec Index.

Motilal Oswal 5 Year G-Sec FoF (G) is rated as a null fund in Debt and delivered 8.238% 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 FoF (G).

Frequently Asked Questions

What is Motilal Oswal 5 Year G-Sec FoF (G)?

Motilal Oswal 5 Year G-Sec FoF (G) is a Debt 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 FoF (G)?

You can invest in Motilal Oswal 5 Year G-Sec FoF (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 FoF (G)?

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

Is Motilal Oswal 5 Year G-Sec FoF (G) good to invest in?

As per Scripbox experts, Motilal Oswal 5 Year G-Sec FoF (G) is a fund. You can investMotilal Oswal 5 Year G-Sec FoF (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 FoF (G)?

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