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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Nifty G sec May 2029 Index Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Nifty G sec May 2029 Index Fund (Growth)

DebtTarget Maturity

10.4457

NAV (Sep 01)

4.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Internal View on Credit Quality

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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

10.4457

NAV (Sep 1)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.5%
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the scheme is to seek returns corresponding to total returns of securities as represented by the Nifty G-sec May 2029 Index,subject to tracking error.

Expense Ratio
0.34
Launched (1y ago)
Mar 08, 2023
AUM in Crores
11.387
ISIN
INF247L01BP1
Lock-in
No Lock-in
Benchmark
Nifty G-sec May 2029
SIP Minimum
0
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
7.18
Fund Managers

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 Nifty G sec May 2029 Index Fund (Growth)70%NaN NaN%
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 2023-09-01

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 48,844 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

36.4%

23.3%

26.3%

24.9%

4.4%

4.2%

15.3%

23.4%

4.4%

3.3%

Motilal Oswal Nifty G sec May 2029 Index Fund (G) Review

Motilal Oswal Nifty G sec May 2029 Index Fund (G) is a Target Maturity Debt fund and has delivered an annualised return of 4.5% over a period of 1 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is null.

Nav of Motilal Oswal Nifty G sec May 2029 Index Fund (G) as of 9/1/2023 is ₹10.45 with the total AUM as of 5/24/2024 is ₹11.387. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty G sec May 2029 Index Fund (G) was launched on Mar 08, 2023. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Motilal Oswal Nifty G sec May 2029 Index Fund (G) is ₹0 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 Nifty G sec May 2029 Index 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 G-sec May 2029.

Motilal Oswal Nifty G sec May 2029 Index Fund (G) is rated as a 0 fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty G sec May 2029 Index Fund (G).

Frequently Asked Questions

What is Motilal Oswal Nifty G sec May 2029 Index Fund (G)?

Motilal Oswal Nifty G sec May 2029 Index Fund (G) is a Target Maturity Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Nifty G sec May 2029 Index Fund (G)?

You can invest in Motilal Oswal Nifty G sec May 2029 Index 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 Nifty G sec May 2029 Index Fund (G)?

The minimum sip amount for Motilal Oswal Nifty G sec May 2029 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Motilal Oswal Nifty G sec May 2029 Index Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Nifty G sec May 2029 Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Nifty G sec May 2029 Index 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 Nifty G sec May 2029 Index Fund (G)?

The expense ratio of the Motilal Oswal Nifty G sec May 2029 Index Fund (G) is 0.34% for regular plan.