Should I invest in Motilal Oswal 5 Year G-Sec Fund Of Fund Regular?

We don't give personal investment advice. Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Motilal Oswal

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

Latest NAV

₹12.8724

As of

3 Jun 2026

1,122 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	+0.30%	-0.30	76 / 109	Q3
1W	+0.15%	-0.70%	+0.85	11 / 109	Q1
2W	-0.26%	-0.35%	+0.08	59 / 109	Q3
1M	-0.18%	+2.29%	-2.46	87 / 109	Q4
3M	-0.39%	-0.25%	-0.14	49 / 106	Q2
6M	+0.65%	+9.88%	-9.22	60 / 92	Q3
YTD	+0.53%	+5.17%	-4.64	62 / 94	Q3
1Y	+2.30%	+33.10%	-30.80	57 / 76	Q3
2Y	+6.54%	+22.95%	-16.41	37 / 53	Q3
3Y	+6.37%	+21.56%	-15.18	45 / 46	Q4
4Y	+6.72%	+17.07%	-10.35	34 / 36	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.52%	+17.13%	-11.61	71 / 109	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.53%	+5.20%	-4.67	61 / 93
2025	+7.47%	+38.72%	-31.25	42 / 58
2024	+7.60%	+18.45%	-10.85	46 / 47
2023	+7.44%	+18.51%	-11.07	32 / 43
2022	+1.86%	+0.21%	+1.65	18 / 31
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.69%

45 windows

min 0.5% · max 11.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+6.95%

21 windows

min 5.2% · max 8.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

2.17%

3-year · annualised

Sharpe ratio

-0.13

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-3.54%

Feb 2025 → Mar 2025

% positive months

80.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Diversified Equity All Cap Active FOF - Regular Plan - Growth Plan	HDFC	₹9.5833	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Option	Nippon India	₹20.1044	3 Jun 2026
SBI GOLD FUND REGULAR PLAN - GROWTH	SBI	₹45.0074	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Regular Plan - Growth	Invesco	₹42.9701	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth	Bandhan	₹48.2908	3 Jun 2026
Quantum Gold Savings Fund - Regular Plan Growth Option	Quantum	₹58.2494	3 Jun 2026
Aditya Birla Sun Life Silver ETF FOF-Regular Growth	Aditya Birla Sun Life	₹39.3335	3 Jun 2026
Motilal Oswal Diversified Equity Flexicap Passive Fund of funds- Regular Growth	Motilal Oswal	₹10.2188	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Regular Plan - Growth	Mirae Asset	₹11.2810	3 Jun 2026
Kotak Gold Silver Passive FOF - Regular Plan - Growth	Kotak	₹16.2720	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹12.8724
2 Jun 2026	₹12.8541
1 Jun 2026	₹12.8541
29 May 2026	₹12.8787
27 May 2026	₹12.8930
26 May 2026	₹12.8345
25 May 2026	₹12.8790
22 May 2026	₹12.8248
21 May 2026	₹12.8532
20 May 2026	₹12.8412

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth is ₹12.8724. It's a Fund of Funds - Domestic from Motilal Oswal, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth has NAV history starting from 12 Oct 2021, a track record of about 4 years 7 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth is managed by Motilal Oswal. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth has delivered a absolute return of 2.30% — -30.8 pp behind the Fund of Funds - Domestic category average of 33.10%. The fund ranks #57 of 76 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth has delivered a CAGR of 6.37% — -15.18 pp behind the Fund of Funds - Domestic category average of 21.56%. The fund ranks #45 of 46 in its category — the bottom (Q4) quartile.

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth exactly 3 years ago would be worth approximately ₹120,365 today — a multiplier of 1.20×, based on the 3-year CAGR of 6.37%. The category average over the same window would have grown ₹1 lakh to ₹179,618.

A ₹10,000 monthly SIP in Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth over the last 3 years — total invested ₹360,000 — would be worth ₹393,205 today. That's an XIRR (money-weighted annualised return) of 5.81%.

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹393,205 — XIRR 5.81%.

On a 3-year basis, Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth ranks #45 out of 46 funds in the Fund of Funds - Domestic category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 21.56%; this fund delivered 6.37%.

The worst peak-to-trough decline Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth has experienced over the last 3-year window is 3.54% — its NAV fell from a high on 28 Feb 2025 to a low on 07 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth averaged 6.95% (best 8.40%, worst 5.20%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.13 — negative risk-adjusted performance.

In calendar year 2025, Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth returned 7.47% — lagging the Fund of Funds - Domestic category average of 38.72% by 31.25 pp. It ranked #42 of 58 in its category that year.

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.