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  • Motilal Oswal Nifty G- Sec May 2029 Index Fund Growth

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 0.55% and a category best of 1.23%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.340.551.23
6M0.000.573.59
1Y0.003.427.51
3Y0.0011.2825.11

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2023-08-15
View allocation % by

1. 7.59% Government of India (20/03/2029)48.69%
2. 7.1% Government of India (18/04/2029)25.59%
3. Net Receivables / (Payables)2.57%
4. CBLO0.18%

1. 7.26% Government of India (14/01/2029)22.97%

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.

Fund Managers

Rakesh Shetty

Mr. Rakesh Shetty holds Bachelors of Commerce (B.Com). Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential CRISIL-IBX AAA Bond Financial ServicesIndex-Dec2026Fund DP Growth016.62 CR0.15
This FundBajaj Finserv Gilt Fund Growth032.43 CR1.29
This FundMotilal Oswal Nifty G- Sec May 2029 Index Fund Growth00.44 CR0.34
This FundAditya Birla Sun Life CRISIL IBX Gilt - April 2029 Index Fund Growth0616.32 CR0.38
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth053.12 CR0.29
Fund Name1Y3Y
This FundICICI Prudential CRISIL-IBX AAA Bond Financial ServicesIndex-Dec2026Fund DP Growth00
This FundBajaj Finserv Gilt Fund Growth-1.44750
This FundMotilal Oswal Nifty G- Sec May 2029 Index Fund Growth00
This FundAditya Birla Sun Life CRISIL IBX Gilt - April 2029 Index Fund Growth5.399724.4029
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth3.356824.4454

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%
Returns of Motilal Oswal Nifty G- Sec May 2029 Index Fund Growth are updated daily based on NAV of ₹ 10.4457 as on Sep 01,2023. Since inception, the return has been 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