Motilal Oswal 5 Year G-Sec ETF

The Motilal Oswal 5 Year G-Sec ETF, managed by Motilal Oswal Asset Management Company Limited, is an open-ended passive scheme aimed at mirroring the returns of the Nifty 5 year Benchmark GSec Index.

This ETF employs a replication strategy to track the Nifty 5 year Benchmark G-sec TRI, ensuring that its performance closely aligns with the underlying index, subject to minimal tracking error.

The portfolio comprises 99.3% sovereign debt instruments, highlighting a concentrated exposure to government securities, with a minor allocation of 0.7% in cash and cash equivalents for liquidity.

In terms of performance, the fund has delivered a 1-year return of 7.5% and a 3-year CAGR of 8.0%, indicating consistent returns in a stable interest rate environment.

With an AUM of ₹130.16 Cr and an expense ratio of 0.24%, the ETF offers cost efficiency, managed by Mr. Rakesh Shetty, who brings 14 years of experience to the fund.