Motilal Oswal 5 Year G-Sec FoF
Current Fund Size :
N.A.
₹12.68
NAV
6.12% p.a.
Overall Return
0.03%
1-Day Change
0.13%
Expense Ratio
₹ 50 Cr
AUM (Fund Size)
4+ yrs
Fund Age
Investment Policy
Benchmark
Nifty 5yr Benchmark G-Sec Index
Risk Level
Moderate Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹500
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
LTCG (After 1 Year)
Age of Fund
4 yrs since Sep 24, 2021
Current Value (Example)
N.A.
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Motilal Oswal 5 Year G-Sec FoF | 8.2% | 7.89% | N.A. | 3.58 | 0.19 | 0.29 | 0.46 | 50 Cr | 4 yrs | 0.13% |
| 2 | ICICI Prudential Medium Term Bond Fund | 9.27% | 8.6% | 7.61% | 1.06 | 0.56 | 1.53 | 2.77 | 5,704 Cr | 12 yrs 8 m | 0.74% |
| 3 | Axis Strategic Bond Fund | 8.89% | 8.76% | 7.63% | 1.26 | 0.68 | 1.45 | 2.58 | 1,888 Cr | 12 yrs 8 m | 0.72% |
| 4 | Aditya Birla Sun Life Medium Term Fund | 13.11% | 10.24% | 12.7% | 1.76 | 0.51 | 1.84 | 4.23 | 2,829 Cr | 12 yrs 8 m | 0.82% |
| 5 | SBI Magnum Medium Duration Fund | 7.93% | 8.25% | 6.93% | 1.29 | 0.71 | 1.03 | 1.69 | 6,516 Cr | 12 yrs 8 m | 0.71% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.39% | 0.8% |
| 2 | 3 Months | 0.88% | 1.36% |
| 3 | 6 Months | 4.44% | 4.1% |
| 4 | 1 Year | 8.2% | 8.6% |
| 5 | 2 Years | 8.36% | 8.79% |
| 6 | 3 Years | 7.89% | 8.33% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Motilal Oswal Liquid Fund | 1,246 Cr | 6.44% | View Detail | |
| 2 | Motilal Oswal Ultra Short Term Fund | 600 Cr | 6.4% | View Detail |
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