Motilal Oswal Mutual FundIndex (Debt)Direct plan, growth

Motilal Oswal 5 Year G-Sec Fund of Fund

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NAV: ₹13.18; —30 Oct 2026
AUM (₹ Cr): 61; Average, July - September 2026
Expense ratio: 0.17%; Regular 0.25%
Risk: Moderately High; SEBI riskometer

1Y return: 2.9%-0.1%; Benchmark 2.9%
3Y CAGR: 6.9%-0.2%; Benchmark 7.1%
5Y CAGR: 5.6%-0.4%; Benchmark 6.0%

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Motilal Oswal 5 Year G-Sec Fund of Fund

Rank in category

#3 of 6 Index (Debt) funds on its 1-, 3- and 5-year returns together.

Fund

GILT5YBEES Nippon India ETF Nifty 5 yr Benchmark G-Sec#1#13.2%#17.2%#15.9%

MOGSEC Motilal Oswal Nifty 5 year benchmark G-Sec ETF#2#42.9%#46.8%#25.7%

Motilal Oswal 5 Year G-Sec ofMotilal Oswal 5 Year G-Sec Fund of Fund#3#52.9%#36.9%#35.6%

LICNETFGSC LIC MF Nifty 8-13 yr G-Sec ETF#4#91.0%#76.4%#45.2%

LTGILTBEES Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt#4#101.0%#66.5%#45.2%

SBI10YGILT SBI Nifty 10 yr Benchmark G-Sec ETF#6#14-0.0%#86.0%#64.8%

GSEC10ABSL Aditya Birla Sun Life Crisil 10 year Gilt ETF—#120.2%——

ABGSEC Aditya Birla Sun Life CRISIL Broad Based Gilt ETF—#71.2%——

GSEC10ADD DSP Nifty 10 Yr Benchmark G-SEC ETF————

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 IndexEdelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund————

HDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 IndexHDFC Nifty LargeMidcap250 Plus 8-13 yr G-sec 70:30 Index Fund————

GSEC10IETF ICICI Prudential Nifty 10 yr Benchmark G-sec ETF—#130.0%#96.0%—

GSEC5IETF ICICI Prudential Nifty 5 yr Benchmark G-SEC ETF—#23.2%#27.1%—

JioBlackRock Nifty 8-13 yr G-Sec IndexJioBlackRock Nifty 8-13 yr G-Sec Index Fund—#110.9%——

GSEC10YEAR Mirae Asset Nifty 8-13 yr G-Sec ETF—#61.4%#56.6%—

HYBRIDETF Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF————

Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 IndexMirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund————

GILT10BETA UTI Nifty 10 yr Benchmark G-Sec ETF—#15-0.3%——

GILT5BETA UTI Nifty 5 yr Benchmark G-Sec ETF—#33.1%——

LTGILTCASE Zerodha Nifty 8-13 Yr G-Sec ETF—#81.0%——

Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 IndexZerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund————

Ranked on 1Y, 3Y and 5Y together. 6 of 21 funds have a rank here; it needs a 5-year record. Direct plan, growth option. Click a column to rank by it.

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	0.0%	-1.3%	+1.8%	+2.7%	+2.9%	+6.9%	+5.6%	—	+5.6%
Nifty 5 yr Benchmark G-sec Index	—	—	—	—	2.9%	7.1%	6.0%	—	6.0%
Index (Debt) average	-1.1%	-2.6%	0.5%	0.9%	1.4%	6.6%	5.4%	5.7%	3.1%
Difference	—	—	—	—	-0.1%	-0.2%	-0.4%	—	-0.4%

Portfolio

Fund details

Fund house: Motilal Oswal Mutual Fund
Category: Debt · Index (Debt)
SEBI classification: Other / FoFs (Overseas/Domestic)
Benchmark: Nifty 5 yr Benchmark G-sec Index
Launch date: 12 Oct 2021 (5.0 years)
Structure: Open Ended · FoF
Plans and options: Direct Growth, Regular Growth
Fund manager: Rakesh Shetty
Minimum SIP: ₹500
Minimum lumpsum: ₹500 (then ₹500)
Exit load: None
Lock-in: None
Riskometer: Moderately High (benchmark Moderate)
Expense ratio as of: 29 Oct 2026
AUM period: July - September 2026
ISIN, Direct Growth: INF247L01AQ1
ISIN, Regular Growth: INF247L01AR9
Scheme code: 149240, 149241

NAV and returns as of 30 Oct 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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