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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Ultra Short Term Fund Regular Growth
Motilal Oswal Mutual Fund

Motilal Oswal Ultra Short Term Fund Regular Plan Growth

DebtUltra Short
Top Ranked

15.8678

NAV (Oct 30)

4.943%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within ultra short mutual funds.
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

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Scripbox Recommended Debt Funds
Want the ultra short term debt funds that are right for your short term investment needs?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

15.8678

NAV (Oct 30)

Fund Returns

Last 1Y
6%
Last 3Y
4.9%
Last 5Y
4.4%
Last 10Y
3.8%
Since Inception
4.2%
6 Month CAGR
3%

Scheme Information

Investment Objective

The Scheme seeks to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Expense Ratio
1.06%
Launched 11Y ago
2013-09-06
AUM in Crores
376.2
ISIN
INF247L01213
Lock-in (days)
No Lock-in
Benchmark
CRISIL Ultra Short Duration Debt B-I Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.5
Beta
1
Sharpe Ratio
-2.1
YTM
-
Fund Managers

Rakesh Shetty

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Ultra Short Term Fund (G)70%8,13,831 81,2194.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-02

Top Debt Holdings

Reserve Bank of India

20.5%
20.5%

Others

16.69%
16.69%

Reserve Bank of India

12.15%
12.15%

Reserve Bank of India

8.95%
8.95%

Reserve Bank of India

8.89%
8.89%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,523 cr

₹ 10,307 cr

₹ 8,029 cr

₹ 14,839 cr

₹ 4,610 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

12.5%

23.4%

25%

26.4%

4.9%

4.2%

34.2%

24.6%

24.7%

18.5%

Motilal Oswal Ultra Short Term Fund Regular Plan Growth Review

Motilal Oswal Ultra Short Term Fund Regular Plan Growth is a Ultra Short Debt fund and has delivered an annualised return of 4.22% over 11 years. The fund has grown over a period of 11 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is Rakesh Shetty.

Nav of Motilal Oswal Ultra Short Term Fund as of 10/30/2024 is ₹15.87 with the total AUM as of 10/31/2024 is ₹376.19. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Ultra Short Term Fund was launched on 2013-09-06. The category risk of the fund is Low to Moderate.

The minimum SIP amount for Motilal Oswal Ultra Short Term Fund Regular Plan Growth 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 Regular Growth 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 Debt B-I Index.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 6.03% 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.

Frequently Asked Questions

What is Motilal Oswal Ultra Short Term Fund?

It 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?

You can invest in Motilal Oswal Ultra Short Term Fund Regular Plan 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?

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

Is Motilal Oswal Ultra Short Term Fund Regular Plan good to invest in?

According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Motilal Oswal Ultra Short Term Fund Regular Plan Growth?

The expense ratio of the Motilal Oswal Ultra Short Term Fund Regular Growth is 1.06% for regular plan.

What is the NAV of Motilal Oswal Ultra Short Term Fund?

Today's Motilal Oswal Ultra Short Term Fund Regular Growth NAV is ₹15.87.