MonitorDirect · Growth
Motilal Oswal 5 Year G-Sec Fund of Fund
Motilal Oswal Mutual FundOther Scheme - FoF Domestic4.9 years
- NAV
- 13.2326
- 15 Sept 2026
- 1Y
- +5.2%
- Trailing CAGR
- AUM
- ₹61.47 Cr
- 31 Aug 2026
- Volatility
- Low
- 6.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.2%
- 3Y+7.2%
- 5Yn/a
- 10Yn/a
- SI+5.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.9%
- 3Y+6.5%
- 5Yn/a
- 10Yn/a
- Since inception
- +5.9%
- Calendar-day CAGR
- Excess 1Y
- -1.4%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 2
- Vs comparable share classes
- Worst rolling 3Y
- +5.0%
- 467 daily-ending windows
- Median rolling 3Y
- +7.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 88 recovered episodes
- Longest recovery
- 265 days
- Trough to prior peak
- Current spell
- 67 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
18 Feb 2022 – 13 Sept 2022
Trough 9 May 2022 · recovered in 127 days
-3.8%
28 Feb 2025 – 16 Apr 2025
Trough 7 Mar 2025 · recovered in 40 days
-3.5%
6 May 2025 – 14 May 2025
Trough 9 May 2025 · recovered in 5 days
-3.3%
5 Feb 2026 – 25 Jun 2026
Trough 6 Apr 2026 · recovered in 80 days
-3.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
2
Vs category
42
Consistency
5
Risk-adjusted
32
Drawdown
90
Mean
34
Portfolio
31 Aug 2026 · 2 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 99.8%
- Effective holdings
- 1.0
Motilal Oswal 5 Year G-Sec ETF Regular - Growth
Unspecified
99.8%
Reverse Repo
Unspecified
0.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
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Engine status
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Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ICICI Prudential Income plus Arbitrage Omni FOF
ICICI Prudential Mutual Fund
- 1Y
- +6.3%
- 3Y
- +8.9%
- Vol
- 5.8%
- Max DD
- -14.0%
- Sharpe
- 0.75
- 3Y win
- +24%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Motilal Oswal Asset Allocation Fund of Fund- Conservative
Motilal Oswal Mutual Fund
- 1Y
- +7.9%
- 3Y
- +12.7%
- Vol
- 8.3%
- Max DD
- -12.1%
- Sharpe
- 0.73
- 3Y win
- +14%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.6%
- 3Y
- +7.2%
- Vol
- 4.7%
- Max DD
- -10.1%
- Sharpe
- 0.52
- 3Y win
- +11%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns
BHARAT Bond ETF FOF - April 2033
Edelweiss Mutual Fund
- 1Y
- +4.4%
- 3Y
- +7.3%
- Vol
- 4.3%
- Max DD
- -4.3%
- Sharpe
- 0.50
- 3Y win
- 0%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown