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)
₹0 Cr
Lock In Period
N/A
Expense Ratio
0.34
Benchmark
Nifty G-sec May 2029 Index
Exit Load
Nil
Summary
Latest details for Motilal Oswal Nifty G- Sec May 2029 Index Fund Growth include a ₹10.4457 NAV as of Sep 01,2023 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Nifty G- Sec May 2029 Index Fund Growth AUM is ₹0 Cr, with a lock-in of N/A years, expense ratio of 0.34%, and benchmark Nifty G-sec May 2029 Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.34% returns, against a category average of -1.37% and a category best of 1.22%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.34 | -1.37 | 1.22 |
| 6M | 0.00 | 1.75 | 3.71 |
| 1Y | 0.00 | 5.78 | 8.09 |
| 3Y | 0.00 | 14.18 | 29.27 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2023-08-15
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About Fund
Motilal Oswal Nifty G- Sec May 2029 Index Fund Growth managed by Motilal Oswal Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the Nifty G-sec May 2029 Index while maintaining an expense ratio of 0.34. 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 FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth | 0 | 1751.13 CR | 0.35 |
| This FundMirae Asset Nifty 8-13 yr G-Sec ETF Growth | 0 | 94.46 CR | 0.1 |
| This FundMotilal Oswal Nifty G- Sec May 2029 Index Fund Growth | 0 | 0.44 CR | 0.34 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 0 | 668.67 CR | 0.33 |
| This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth | 0 | 883.82 CR | 0.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Crisil-IBX FinancialServices 9-12M DebtIndexFund Growth | 0 | 0 |
| This FundMirae Asset Nifty 8-13 yr G-Sec ETF Growth | 6.9755 | 0 |
| This FundMotilal Oswal Nifty G- Sec May 2029 Index Fund Growth | 0 | 0 |
| This FundHDFC Nifty G-Sec July 2031 Index Fund Growth | 7.6325 | 28.0598 |
| This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth | 7.1937 | 28.4067 |
FAQs
Motilal Oswal Nifty G- Sec May 2029 Index 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 Nifty G- Sec May 2029 Index Fund Growth is 0.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Motilal Oswal Nifty G- Sec May 2029 Index Fund Growth’s fund performance is as follows:
- 1 Month : 0.34%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Motilal Oswal Nifty G- Sec May 2029 Index 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 Nifty G- Sec May 2029 Index Fund Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Motilal Oswal Nifty G- Sec May 2029 Index 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