Motilal Oswal 5 Year G Sec Fund of Fund Direct Growth

Motilal Oswal 5 Year G Sec Fund of Fund Direct Growth is a debt fund. This fund was started on 6 October, 2021. The fund is managed by . This fund is suitable to keep your money safe.

1. Motilal Oswal 5 Year G Sec Fund of Fund Direct Growth has ₹20 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.1.
   

Motilal Oswal 5 Year G Sec Fund of Fund Direct Growth has given a CAGR return of 4.83% since inception. Over the last 1 year the fund has given a CAGR return of 6.29%.

Motilal Oswal 5 Year G Sec Fund of Fund Direct Growth has allocated its funds majorly in Government, Cash Equivalent. Its top holdings are Motilal Oswal Nifty 5y Bench G-Sec ETF

As it is a government bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
For short term (less than 3 years) capital gains will be taxed at your income slab rate.
For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.
Dividends will always be taxed at slab rate.

The investment objective of the Scheme is to seek returns by investing in units of Motilal Oswal 5 Year G-Sec ETF. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal 5 Year G Sec Fund of Fund Direct Growth has no lock in period.