Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
Fund House: Motilal Oswal Mutual Fund
Category: Fund of Funds-Domestic-Debt
Status: Open Ended Schemes
Launch Date: 05-10-2021
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: Nifty 5yr Benchmark G-Sec Index
Total Assets: 49.0 As on (30-09-2025)
Expense Ratio: 0.21% As on (29-09-2025)
Turn over: 81.00% | Exit Load:
NAV as on 29-10-2025
12.7598
0.0563
CAGR Since Inception
6.16%
Nifty 5yr Benchmark G-Sec Index 7.96%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth | 8.86 | 8.06 | - | - | 6.16 |
| NIFTY 5YR BENCHMARK G-SEC INDEX | 9.03 | 8.56 | 6.19 | 7.82 | 7.96 |
| Fund of Funds-Domestic-Debt | 7.77 | 10.94 | 13.75 | 7.31 | 8.4 |
Funds Manager
Mr. Rakesh Shetty
RETURNS CALCULATORS for Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal 5 Year G-Sec FOF Reg Gr | 05-10-2021 | 8.86 | 8.71 | 8.06 | 0.0 | 0.0 |
| BHARAT Bond ETF FOF April 2032 Reg Gr | 05-12-2021 | 8.67 | 9.67 | 8.71 | 0.0 | 0.0 |
| Bharat Bond FOF Apr 2030 Reg Gr | 05-12-2019 | 8.61 | 9.13 | 8.59 | 6.59 | 0.0 |
| BHARAT Bond ETF FOF April 2033 Reg Gr | 14-12-2022 | 8.61 | 9.62 | 0.0 | 0.0 | 0.0 |
| Bharat Bond FOF Apr 2031 Reg Gr | 05-07-2020 | 8.58 | 9.46 | 8.62 | 6.47 | 0.0 |
| ICICI Pru Debt Mngmt FOF Gr | 01-12-2003 | 8.06 | 8.23 | 7.81 | 6.41 | 7.31 |
| Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF Reg Gr | 31-10-2021 | 7.22 | 7.29 | 7.25 | 0.0 | 0.0 |
| ICICI Pru Bharat 22 FOF Cum | 05-06-2018 | 3.22 | 25.46 | 27.64 | 36.36 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth | 2.72 | - | - | |||
| Fund of Funds-Domestic-Debt | - | - | - | - | - | - |