Question 1

Which funds are similar to Motilal Oswal 5 Year G-Sec FoF Direct-Growth?

Accepted Answer

Funds similar to Motilal Oswal 5 Year G-Sec FoF Direct-Growth in the Debt: Gilt category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Motilal Oswal 5 Year G-Sec FoF Direct-Growth compare to the category average?

Accepted Answer

The comparison of Motilal Oswal 5 Year G-Sec FoF Direct-Growth against the Debt: Gilt category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Motilal Oswal 5 Year G-Sec FoF Direct-Growth in its category?

Accepted Answer

The rank of Motilal Oswal 5 Year G-Sec FoF Direct-Growth within the Debt: Gilt category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Motilal Oswal 5 Year G-Sec FoF Direct-Growth?

Accepted Answer

Top alternatives to Motilal Oswal 5 Year G-Sec FoF Direct-Growth in the Debt: Gilt category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — Nifty 5yr Benchmark G-Sec Index — are also listed separately.

Question 5

How does Motilal Oswal 5 Year G-Sec FoF Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Motilal Oswal 5 Year G-Sec FoF Direct-Growth is 0.19%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Motilal Oswal 5 Year G-Sec FoF Direct-Growth's AUM compare to similar funds?

Accepted Answer

Motilal Oswal 5 Year G-Sec FoF Direct-Growth has an AUM of ₹ 58.23 Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Debt: Gilt category?

Accepted Answer

The top-performing funds by 3-year returns in the Debt: Gilt category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Motilal Oswal 5 Year G-Sec FoF Direct-Growth better than index funds in the same category?

Accepted Answer

Whether Motilal Oswal 5 Year G-Sec FoF Direct-Growth beats index funds in the Debt: Gilt category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Motilal Oswal 5 Year G-Sec FoF Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Motilal Oswal 5 Year G-Sec FoF Direct-Growth has a Sharpe ratio of 0.35. A Sharpe of 0.35 means the fund generates moderate returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking Nifty 5yr Benchmark G-Sec Index with lower costs?

Accepted Answer

Funds tracking the same benchmark as Motilal Oswal 5 Year G-Sec FoF Direct-Growth — Nifty 5yr Benchmark G-Sec Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	+4.58%	3.78%	7 / 25
3Y Return	+7.49%	7.06%	5 / 23
5Y Return	—	6.25%	—
10Y Return	—	7.41%	—

Motilal Oswal 5 Year G-Sec FoF Direct-Growth

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