Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹47 Cr
Lock In Period
N/A
Expense Ratio
0.22
Benchmark
Nifty 5 Year Benchmark G-Sec Index
Exit Load
Nil
Summary
Latest details for Motilal Oswal 5 Year G-Sec Fund Of Fund Growth include a ₹12.9232 NAV as of Mar 06,2026 and returns since inception of 25.46%. Minimum investments start at SIP ₹500. The Motilal Oswal 5 Year G-Sec Fund Of Fund Growth AUM is ₹47 Cr, with a lock-in of N/A years, expense ratio of 0.22%, and benchmark Nifty 5 Year Benchmark G-Sec Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -1.52% returns, against a category average of -0.70% and a category best of 13.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.52 | -0.70 | 13.25 |
| 6M | 3.04 | 2.31 | 109.27 |
| 1Y | 7.31 | 6.63 | 166.95 |
| 3Y | 7.85 | 14.92 | 288.65 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-02-15
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About Fund
Motilal Oswal 5 Year G-Sec Fund Of Fund Growth managed by Motilal Oswal Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹47 Crore. The fund benchmarks its performance against the Nifty 5 Year Benchmark G-Sec Index while maintaining an expense ratio of 0.22. Under the expert guidance of Rakesh Shetty ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Bharat Bond FOF - April 2025 Growth | 0 | 3991.84 CR | 0.08 |
| This FundAxis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF Growth | 0 | 180.38 CR | 0.19 |
| This FundMotilal Oswal 5 Year G-Sec Fund Of Fund Growth | 0 | 47.29 CR | 0.22 |
| This FundAxis Silver Fund of Fund Growth | 0 | 1441.87 CR | 0.69 |
| This FundHDFC Silver ETF Fund of Fund Growth | 0 | 5811.22 CR | 0.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Bharat Bond FOF - April 2025 Growth | 7.7239 | 18.9189 |
| This FundAxis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF Growth | 6.1646 | 22.8326 |
| This FundMotilal Oswal 5 Year G-Sec Fund Of Fund Growth | 7.312 | 25.4625 |
| This FundAxis Silver Fund of Fund Growth | 161.3794 | 282.752 |
| This FundHDFC Silver ETF Fund of Fund Growth | 161.6654 | 283.2977 |
FAQs
Motilal Oswal 5 Year G-Sec Fund Of Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Motilal Oswal 5 Year G-Sec Fund Of Fund Growth is 0.22. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Motilal Oswal 5 Year G-Sec Fund Of Fund Growth’s fund performance is as follows:
- 1 Month : -1.52%
- 6 Months : 3.04%
- 1 Year : 7.31%
- 3 Years : 7.85%
You can invest in Motilal Oswal 5 Year G-Sec Fund Of Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Motilal Oswal 5 Year G-Sec Fund Of Fund Growth is ₹47 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Motilal Oswal 5 Year G-Sec Fund Of Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500