Should I invest in Motilal Oswal Nifty 5 year Benchmark G-sec ETF?

We don't give personal investment advice. Motilal Oswal Nifty 5 year Benchmark G-sec ETF 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. Worst 5-year drawdown: 3.5%. 5-year CAGR: 6.10%.

Motilal Oswal

Motilal Oswal Nifty 5 year Benchmark G-sec ETF

Latest NAV

₹65.0671

As of

17 Jul 2026

1,354 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	-0.06%	+0.27%	-0.33	177 / 280	Q3
1W	-0.14%	-0.11%	-0.03	137 / 280	Q2
2W	+0.08%	-0.16%	+0.24	153 / 280	Q3
1M	+0.60%	-0.09%	+0.70	160 / 280	Q3
3M	+1.97%	+0.82%	+1.15	120 / 272	Q2
6M	+3.76%	-1.65%	+5.41	71 / 261	Q2
YTD	+3.40%	-1.34%	+4.74	54 / 258	Q1
1Y	+4.89%	+7.47%	-2.57	86 / 231	Q2
2Y	+7.55%	+4.66%	+2.89	33 / 185	Q1
3Y	+7.42%	+12.66%	-5.23	113 / 149	Q4
4Y	+7.41%	+14.72%	-7.32	112 / 126	Q4
5Y	+6.10%	+10.99%	-4.89	77 / 90	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+5.70%	+10.92%	-5.22	200 / 280	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	+3.40%	-1.36%	+4.75	54 / 257
2025	+7.73%	+16.95%	-9.22	109 / 192
2024	+8.13%	+15.68%	-7.55	131 / 155
2023	+7.54%	+24.57%	-17.03	115 / 133
2022	+1.80%	+3.53%	-1.72	65 / 104
2021	+3.11%	+23.86%	-20.75	73 / 80
2020	—	—	—	—

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

+6.02%

57 windows

min -0.5% · max 11.2%

96% positive

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

3-Year rolling

+6.52%

32 windows

min 4.1% · 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

+5.89%

8 windows

min 5.5% · max 6.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

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

2.24%

3-year · annualised

Sharpe ratio

0.33

vs risk-free 6.5%

Sortino ratio

1.15

Downside-only deviation

Max drawdown

-1.81%

Mar 2026 → Apr 2026

% positive months

86.1%

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 ETF

Scheme	Fund house	NAV	As of
HDFC NIFTY PSU BANK ETF	HDFC	₹84.8548	17 Jul 2026
Nippon India ETF Nifty 1D Rate Liquid BeES - DAILY IDCW Option	Nippon India	₹1,000.0000	19 Jul 2026
SBI NIFTY 1D Rate Liquid ETF - IDCW	SBI	₹1,000.0000	19 Jul 2026
ICICI Prudential BSE Liquid Rate ETF - IDCW	ICICI Prudential	₹1,000.0000	19 Jul 2026
Invesco India Nifty 50 Exchange Traded Fund	Invesco	₹2,787.8582	17 Jul 2026
BANDHAN BSE Sensex ETF	Bandhan	₹849.4533	17 Jul 2026
Aditya Birla Sun Life CRISIL Liquid Overnight ETF - IDCW Daily Reinvestment with Weekly Payout	Aditya Birla Sun Life	₹1,000.0000	19 Jul 2026
Motilal Oswal BSE Enhanced Value ETF	Motilal Oswal	₹113.9040	17 Jul 2026
Mirae Asset Nifty 1D Rate Liquid ETF-IDCW	Mirae Asset	₹1,000.0000	19 Jul 2026
Kotak Nifty 1D Rate Liquid ETF	Kotak	₹1,114.1472	19 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹65.0671
16 Jul 2026	₹65.1055
15 Jul 2026	₹65.0271
14 Jul 2026	₹64.9341
13 Jul 2026	₹65.1326
10 Jul 2026	₹65.1592
9 Jul 2026	₹65.0289
8 Jul 2026	₹64.9993
7 Jul 2026	₹65.1740
6 Jul 2026	₹65.1348

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 17 Jul 2026, the NAV of Motilal Oswal Nifty 5 year Benchmark G-sec ETF is ₹65.0671. It's a ETF from Motilal Oswal, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Nifty 5 year Benchmark G-sec ETF has NAV history starting from 15 Dec 2020, a track record of about 5 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal Nifty 5 year Benchmark G-sec ETF is managed by Motilal Oswal. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Nifty 5 year Benchmark G-sec ETF has delivered a absolute return of 4.89% — -2.57 pp behind the ETF category average of 7.47%. The fund ranks #86 of 231 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Motilal Oswal Nifty 5 year Benchmark G-sec ETF has delivered a CAGR of 7.42% — -5.23 pp behind the ETF category average of 12.66%. The fund ranks #113 of 149 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Motilal Oswal Nifty 5 year Benchmark G-sec ETF has delivered a CAGR of 6.10% — -4.89 pp behind the ETF category average of 10.99%. The fund ranks #77 of 90 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Motilal Oswal Nifty 5 year Benchmark G-sec ETF exactly 5 years ago would be worth approximately ₹134,473 today — a multiplier of 1.34×, based on the 5-year CAGR of 6.10%. The category average over the same window would have grown ₹1 lakh to ₹168,459.

A ₹10,000 monthly SIP in Motilal Oswal Nifty 5 year Benchmark G-sec ETF over the last 5 years — total invested ₹600,000 — would be worth ₹716,316 today. That's an XIRR (money-weighted annualised return) of 7.02%.

Motilal Oswal Nifty 5 year Benchmark G-sec ETF doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹716,316 — XIRR 7.02%.

On a 5-year basis, Motilal Oswal Nifty 5 year Benchmark G-sec ETF ranks #77 out of 90 funds in the ETF category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.99%; this fund delivered 6.10%.

The worst peak-to-trough decline Motilal Oswal Nifty 5 year Benchmark G-sec ETF has experienced over the last 5-year window is 3.54% — its NAV fell from a high on 14 Feb 2022 to a low on 06 May 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal Nifty 5 year Benchmark G-sec ETF averaged 5.89% (best 6.12%, worst 5.54%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.21 — negative risk-adjusted performance.

In calendar year 2025, Motilal Oswal Nifty 5 year Benchmark G-sec ETF returned 7.73% — lagging the ETF category average of 16.95% by 9.22 pp. It ranked #109 of 192 in its category that year.

Motilal Oswal Nifty 5 year Benchmark G-sec ETF 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 Nifty 5 year Benchmark G-sec ETF 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. Worst 5-year drawdown: 3.5%. 5-year CAGR: 6.10%.

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