Motilal Oswal 5 Year G-Sec Fund of Funds
Direct · Growth ₹13.13
28 Oct 2026
NAV
7.1%
3Y CAGR
5.5%
5Y CAGR
6.1%
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.
-9.22
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 | ₹12.37 L | 6.7% | -0.5% | 18.9% |
| 3 Years | ₹36.00 L | ₹40.00 L | 7.5% | 4.5% | 11.1% |
| 5 Years | ₹60.00 L | ₹69.95 L | 6.3% | 5.5% | 7.0% |
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 | 6.7% | 14.3% | 22.9% | -7.6% |
| 3 Years | 7.5% | 11.0% | 19.3% | -3.5% |
| 5 Years | 6.3% | 10.4% | 13.1% | -4.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.6% | 7.1% | 0.2% | 13.8% | 0.04 | 0.06 | 100% | — | — |
| 3 Years | 7.1% | 7.4% | 5.0% | 9.0% | 0.67 | 1.48 | 100% | — | — |
| 5 Years | 5.5% | 5.5% | 5.3% | 5.6% | -9.22 | -0.99 | 100% | — | — |
-3.8%
Max Drawdown
3 mo
Drawdown Duration
4 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
1.73
1Y
1.86
3Y
1.43
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -3.06 | 0.09 | 10.7% | 6.7% | 1.7% | -12.4% |
| 3 Years | -0.08 | 0.03 | 8.4% | -0.2% | 6.4% | 6.5% |
| 5 Years | -1.11 | 0.03 | 6.7% | -0.1% | 5.3% | 4.5% |
| 7 Years | -2.63 | 0.03 | 6.7% | -0.1% | 3.8% | 3.3% |
| 10 Years | -3.75 | 0.03 | 6.7% | -0.1% | 2.6% | 2.3% |
| 12 Years | -4.18 | 0.03 | 6.7% | -0.1% | 2.2% | 1.9% |
| 15 Years | -4.62 | 0.03 | 6.7% | -0.1% | 1.7% | 1.5% |