- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal 5 Year G-Sec FoF Regular Growth
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.6098
NAV (Oct 15)
Fund Returns
Last 1Y | 8.1% |
Last 3Y | 5.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 5.1% |
6 Month CAGR | 3.4% |
Scheme Information
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 | 26.1 |
ISIN | INF247L01AR9 |
Lock-in | - |
Benchmark | Nifty 5yr Benchmark G-Sec Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal 5 Year G-Sec FoF (G) | 8,27,689 | 95,077 | 5.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
Motilal Oswal Nifty 5 year Benchmark G-Sec ETF - Growth
99.6%Others
1%Others
-0.6%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 23.5% | ||
26.7% | 28.3% | ||
4.9% | 4.2% | ||
35% | 25.2% | ||
26.1% | 19.3% |
Motilal Oswal 5 Year G-Sec FoF Regular Plan Growth Review
Motilal Oswal 5 Year G-Sec FoF Regular Plan Growth is a Gilt Debt fund and has delivered an annualised return of 5.142% over a period of 3 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is Rakesh Shetty.
Nav of Motilal Oswal 5 Year G-Sec FoF as of 10/15/2024 is ₹11.61 with the total AUM as of 10/16/2024 is ₹26.0574. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal 5 Year G-Sec FoF 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 Regular Plan Growth 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 Regular Growth 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.
It is rated as a null fund in Debt and delivered 8.068% 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.
Frequently Asked Questions
What is Motilal Oswal 5 Year G-Sec FoF?
How to invest in Motilal Oswal 5 Year G-Sec FoF?
You can invest in Motilal Oswal 5 Year G-Sec FoF Regular Plan 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?
The minimum sip amount for Motilal Oswal 5 Year G-Sec FoF Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal 5 Year G-Sec FoF Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it 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 Regular Plan Growth?
The expense ratio of the Motilal Oswal 5 Year G-Sec FoF Regular Growth is 0.2% for regular plan.
What is the NAV of Motilal Oswal 5 Year G-Sec FoF?
Today's Motilal Oswal 5 Year G-Sec FoF Regular Growth NAV is ₹11.61.