Motilal Oswal 5 Year G-Sec Fund of Funds
Direct · Growth ₹13.38
18 Aug 2026
NAV
7.1%
3Y CAGR
7.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.66
Sharpe
-3.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.14%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.38 L | 6.8% | -0.4% | 18.9% |
| 3 Years | ₹36.00 L | ₹40.04 L | 7.7% | 5.9% | 11.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 6.8% | 14.4% | 22.6% | -7.6% |
| 3 Years | 7.7% | 11.1% | 19.6% | -3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.7% | 7.2% | 0.2% | 13.8% | 0.09 | 0.12 | 100% | — | — |
| 3 Years | 7.1% | 7.4% | 5.0% | 9.0% | 0.66 | 1.43 | 100% | — | — |
-3.8%
Max Drawdown
3 mo
Drawdown Duration
4 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
1.75
1Y
1.86
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.11 | 0.06 | 6.9% | -0.8% | 6.0% | -2.9% |
| 3 Years | +1.18 | 0.02 | 8.2% | -2.3% | 7.7% | 7.8% |
| 5 Years | -0.53 | 0.02 | 6.5% | -1.2% | 6.0% | 5.9% |
| 7 Years | -2.23 | 0.02 | 6.5% | -1.2% | 4.2% | 4.2% |
| 10 Years | -3.48 | 0.02 | 6.5% | -1.2% | 2.9% | 2.9% |
| 12 Years | -3.96 | 0.02 | 6.5% | -1.2% | 2.4% | 2.4% |
| 15 Years | -4.45 | 0.02 | 6.5% | -1.2% | 1.9% | 1.9% |