• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Ultra Short Term Fund (Growth)

Formerly Motilal Oswal MOSt Ultra S/T Reg Gr

Motilal Oswal Mutual Fund

Motilal Oswal Ultra Short Term Fund (Growth)

DebtUltra Short

14.328

NAV (Jan 25)

3.4%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in ultra short mutual funds.

Ultra short funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.328

NAV (Jan 25)

Fund Returns

Last 1Y

3.8%

Last 3Y

3.4%

Last 5Y

1.6%

Last 10Y

NA

Since Inception

3.9%

6 Month CAGR

2.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio

1.07

Launched (10y ago)

Sep 06, 2013

AUM in Crores

120.069

ISIN

INF247L01213

Lock-in

No Lock-in

Benchmark

CRISIL Ultra Short Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0.4

Standard Deviation (5yr)

4.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-2.562

Sharpe Ratio (5yr)

-0.734

YTM

6.23

Fund Managers

Rakesh Shetty

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Ultra Short Term Fund (Growth)70%760,886 28,2741.6%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-01-25

Top Debt Holdings

cblo

37.3%
37.3%

7.68% govt stock 2023

21%
21%

182 Days Treasury Bill 02-03-2023

20.7%
20.7%

364 Days Treasury Bill 17-08-2023

20%
20%

net receivables / (payables)

1.1%
1.1%
See all holdings

Compare Motilal Oswal Ultra Short Term Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

₹ 13,853 cr

₹ 52,076 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,477 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.9%

    17.9%

    20.8%

    19.9%

    11.9%

    13.3%

    9.9%

    10.5%

    19.8%

    17.8%

    Motilal Oswal Ultra Short Term Fund (G) Review

    Motilal Oswal Ultra Short Term Fund (G) is a Ultra Short Debt fund and has delivered an annualised return of 3.9% over a period of 9 years. The fund was previously known as Motilal Oswal MOSt Ultra S/T Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Rakesh Shetty.

    Nav of Motilal Oswal Ultra Short Term Fund (G) as of 1/25/2023 is ₹14.33 with the total AUM as of 1/26/2023 is ₹120.069. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Ultra Short Term Fund (G) was launched on Sep 06, 2013. The category risk of the fund is Low Risk.

    The minimum SIP amount for Motilal Oswal Ultra Short Term Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Motilal Oswal Ultra Short Term Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Ultra Short Duration Fund TR INR.

    Motilal Oswal Ultra Short Term Fund (G) is rated as a 1 fund in Debt and delivered 3.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Ultra Short Term Fund (G).

    Frequently Asked Questions

    What is Motilal Oswal Ultra Short Term Fund (G)?

    Motilal Oswal Ultra Short Term Fund (G) is a Ultra Short Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in Motilal Oswal Ultra Short Term Fund (G)?

    You can invest in Motilal Oswal Ultra Short Term Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Motilal Oswal Ultra Short Term Fund (G)?

    The minimum sip amount for Motilal Oswal Ultra Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Motilal Oswal Ultra Short Term Fund (G) good to invest in?

    As per Scripbox experts, Motilal Oswal Ultra Short Term Fund (G) is a Not Recommended fund. You can investMotilal Oswal Ultra Short Term Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Motilal Oswal Ultra Short Term Fund (G)?

    The expense ratio of the Motilal Oswal Ultra Short Term Fund (G) is 1.07% for regular plan.