• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D)

Formerly Motilal Oswal Ultra S/T Reg Fr DR

Motilal Oswal Mutual Fund

Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D)

DebtUltra Short
Top Ranked

11.311

NAV (Jun 21)

4.6%
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

Rolling Returns

Poor

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

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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

11.311

NAV (Jun 21)

Fund Returns

Last 1Y
6%
Last 3Y
4.5%
Last 5Y
4.4%
Last 10Y
3.9%
Since Inception
4.2%
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
1.06
Launched (11y ago)
Oct 21, 2013
AUM in Crores
185.360
ISIN
INF247L01296
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)
-5.097
Sharpe Ratio (5yr)
-2.597
YTM
6.93
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 of Income Dis cum cptlwdrl (RIDCW-15D)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 2024-06-21

Top Debt Holdings

india (republic of)

28.4%
28.4%

collateralized borrowing & lending obligation

17%
17%

182 Days Treasury Bill 22-08-2024

12.4%
12.4%

india (republic of)

12.4%
12.4%

india (republic of)

12.3%
12.3%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,017 cr

₹ 10,612 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 50,462 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

38.8%

24.2%

26.6%

25.9%

4.5%

4.2%

15.4%

24.4%

4.5%

3.4%

Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) Review

Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) is a Ultra Short Debt fund and has delivered an annualised return of 3.5% over a period of 10 years. The fund was previously known as Motilal Oswal Ultra S/T Reg Fr DR. 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 of Income Dis cum cptlwdrl (RIDCW-15D) as of 6/21/2024 is ₹11.31 with the total AUM as of 6/24/2024 is ₹185.36. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) was launched on Oct 21, 2013. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) 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 of Income Dis cum cptlwdrl (RIDCW-15D) 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 of Income Dis cum cptlwdrl (RIDCW-15D) is rated as a 4 fund in Debt and delivered 6.1% 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 of Income Dis cum cptlwdrl (RIDCW-15D).

Frequently Asked Questions

What is Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D)?

Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) 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 of Income Dis cum cptlwdrl (RIDCW-15D)?

You can invest in Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) 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 of Income Dis cum cptlwdrl (RIDCW-15D)?

The minimum sip amount for Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) good to invest in?

As per Scripbox experts, Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) is a Top Ranked fund. You can investMotilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) 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 of Income Dis cum cptlwdrl (RIDCW-15D)?

The expense ratio of the Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) is 1.06% for regular plan.