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ETF📊 NIFTY 5 YR BENCHMARK G-SEC INDEX

Motilal Oswal Nifty 5 year Benchmark G Sec ETF · Regular · Growth

Motilal Oswal Mutual Fund

#85 of 232 (1Y)

NAV

₹64.6760

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹153 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+4.64%
3Y
+7.35%
5Y
+5.99%
Since Inception
+5.69%

SIP returns (XIRR)

1Y
+5.93%
3Y
+7.28%
5Y
+6.96%
Since Inception
+6.76%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹33,000

Invested

₹39,640

Value today

6.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,353

Value today

5.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,30,000

Withdrawn

₹9,56,573

Corpus left

+₹2,86,573 net gain — withdrew ₹3,30,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,15,118

Value today

+0.4%

vs lumpsum

STP beat direct lumpsum by 0.4% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,15,879

Value today

1.2×

Multiple

Staying invested through that crash turned ₹1L into ₹1,15,879 — a 1.2× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.37

Sharpe Ratio

Alpha

Beta

0.41

Sortino

2.30%

Std Dev

-1.81%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryETF
BenchmarkNIFTY 5 YR BENCHMARK G-SEC INDEX
Launch Date10 Dec 2020
AMFI Code148620
Transaction facts
Exit LoadNA

Investment Objective

Motilal Oswal Nifty 5 year Benchmark G Sec ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Motilal Oswal Nifty 5 year Benchmark G Sec ETF · Regular · Growth is a ETF mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹153 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 5 YR BENCHMARK G-SEC INDEX.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations