- 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 Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D)
₹ 10.8378
NAV (Oct 03)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.8378
NAV (Oct 3)
Fund Returns
Last 1Y | 5.7% |
Last 3Y | 3.7% |
Last 5Y | 2.9% |
Last 10Y | NA |
Since Inception | 3.3% |
6 Month CAGR | 3% |
Scheme Information
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) | Oct 21, 2013 |
AUM in Crores | 139.223 |
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) | 3.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -4.564 |
Sharpe Ratio (5yr) | -0.61 |
YTM | 6.78 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Ultra Short Term Fund of Income Dis cum cptlwdrl (RIDCW-15D) | 7,84,936 | 52,324 | 2.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 15,536 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
36.2% | 21.1% | ||
12.7% | 21.1% | ||
34.2% | 18.9% | ||
34.2% | 18.9% | ||
26.5% | 14.7% |
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 3.3% over a period of 9 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 10/3/2023 is ₹10.84 with the total AUM as of 10/4/2023 is ₹139.223. 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 1 fund in Debt and delivered 5.7% 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)?
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 Not Recommended 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 1.07% for regular plan.