• 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

15.3229

NAV (Mar 27)

4.2%
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

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

15.3229

NAV (Mar 27)

Fund Returns

Last 1Y
6%
Last 3Y
4.2%
Last 5Y
4.4%
Last 10Y
3.9%
Since Inception
4.1%
6 Month CAGR
3%

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 (11y ago)
Sep 06, 2013
AUM in Crores
167.382
ISIN
INF247L01213
Lock-in
No Lock-in
Benchmark
CRISIL Ultra Short Duration Fund TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.5
Standard Deviation (5yr)
0.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-5.453
Sharpe Ratio (5yr)
-2.505
YTM
7
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%8,13,950 81,3384.4%
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 2024-03-27

Top Debt Holdings

182 Days Treasury Bill 04-07-2024

32.2%
32.2%

india (republic of)

17.5%
17.5%

trp_180324

16.3%
16.3%

182 Days Treasury Bill 16-05-2024

14.8%
14.8%

icici bank limited

8.8%
8.8%
See all holdings

Comparison with Debt Funds

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

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

₹ 12,072 cr

₹ 11,011 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 44,401 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

35.3%

22.7%

16.8%

23.8%

34.2%

20.6%

34.2%

20.6%

23.3%

16.6%

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 4.1% over a period of 10 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 3/27/2024 is ₹15.32 with the total AUM as of 3/28/2024 is ₹167.382. 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 to Moderate 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 6% 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.