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Motilal Oswal 5 Year G-Sec Fund Of Fund Direct -Growth

Motilal Oswal · Scheme 149240

13.28 1.18%NAV · 2026-08-05
50
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.5%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.61%
3 Months+2.22%
6 Months+3.59%
1 Year+4.90%
3 Years (CAGR)+7.46%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+6.04%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns13
Consistency66
Risk-adjusted21
Downside protection91
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.4%
  • Volatility: 11% annualised
  • Max drawdown: -16%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.5%
  • 3Y CAGR vs category: -6.7% vs category avg
  • Beat category: beat category in 0% of windows
  • Sharpe ratio: 0.02

Risk metrics

Sharpe ratio
0.02
Sortino ratio
0.03
Volatility
11.49%
Max drawdown
-15.88%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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