• About Me
  • Disclaimer
  • Contact us
  • Suggest a topic
  • Home / New Fund Offers (NFO) / Motilal Oswal 5 Year G-Sec ETF – Can we expect past performance of 9.5% annualized returns of Index?
    New Fund Offers (NFO)

    Motilal Oswal 5 Year G-Sec ETF – Can we expect past performance of 9.5% annualized returns of Index?

    By Suresh KP Updated Not yet rated 6 min read
    0
    (0)

    Motilal Oswal 5 Year G-Sec ETF NFO - Should you invest or avoidMotilal Oswal 5 Year G-Sec ETF – Review


    Motilal Oswal mutual funds has bunch of ETFs in its portfolio. Now Motilal Oswal MF has come up with 5 year G-Sec ETF that has opened for subscription on 23rd November, 2020. This ETF would replicate and invest in the securities of Nifty 5 Year G-Sec Index. This index has outperformed and gave 9.5% annualized returns in the last 5 years. Can we expect similar performance for Motilal Oswal 5 Year G-Sec ETF NFO? Should we invest in Motilal Oswal 5 Year G-Sec ETF or avoid?

    Also Read: Baroda Banking and PSU Debt Fund – Does this have potential to generate 9% returns?

    What are Exchange Traded Funds (ETFs)?

    ETFs are generally passively managed mutual fund schemes tracking a benchmark index and reflect the performance of that index. 5 Year G-Sec ETF is where it tracks the Nifty 5 year Benchmark G-Sec Index.

    Benefits of investing in an ETF

    1) It tracks the index underlying stocks / securities

    2) It has a low expense ratio as fund manager would invest in the underlying stocks

    Motilal Oswal 5 Year G-Sec ETF – NFO Issue details

    This is an open-ended Exchange Traded Fund tracking NIFTY 5 Year Benchmark Index. Here are the ETF NFO issue details.

    Motilal Oswal 5 Year G-Sec ETF -NFO Issue Details
    Scheme Opens 23-Nov-20
    Scheme Closes 02-Dec-20
    Scheme reopens for continous purchase/sale Within 5 working days from closure of NFO
    Minimum investment (Lumpsump) ₹ 500
    NAV of the fund ₹ 10 during NFO period
    Entry Load Nil
    Exit Load Nil
    Risk Moderately Low Risk
    Max Total expense Ratio (TER) 1.00%
    Benchmark Nifty 5 yr Benchmark G-Sec Index