• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (Dividend Payout - Quarterly)

Formerly Motilal Oswal Ultra S/T Reg Qt DP

Motilal Oswal Mutual Fund

Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (Dividend Payout - Quarterly)

DebtUltra Short

10.1668

NAV (Jan 21)

4.2%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in ultra short mutual funds.

However, Scripbox does not recommend investing in ultra short mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

9 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

98 Cr. Small within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

Invest in this fund
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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

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    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

10.1668

NAV (Jan 21)

Fund Returns

Last 1Y

2.4%

Last 3Y

4.2%

Last 5Y

1.4%

Last 10Y

NA

Since Inception

2.9%

6 Month CAGR

1.2%

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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

1.08

Launched (9y ago)

Sep 06, 2013

AUM in Crores

97.693

ISIN

INF247L01338

Lock-in

No Lock-in

Benchmark

CRISIL Ultra Short Term Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abhiroop Mukherjee

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 30,102 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.

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  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.9%

    17.4%

    17%

    14.5%

    18.9%

    15.5%

    30.7%

    30.1%

    17.7%

    15%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q) Review

    Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q) is a Ultra Short Debt fund and has delivered an annualised return of 2.9% over a period of 8 years. The fund was previously known as Motilal Oswal Ultra S/T Reg Qt DP. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Abhiroop Mukherjee.

    Nav of Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q) as of 21/01/2022 is ₹10.17 with the total AUM as of 24/01/2022 is ₹97.693. 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 cptl wdrl (D-Q) 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 of Income Dis cum cptl wdrl (D-Q) 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 cptl wdrl (D-Q) 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 Term Debt TR INR.

    Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q) is rated as a 3 fund in Debt and delivered 2.4% 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 cptl wdrl (D-Q).

    Frequently Asked Questions

    What is Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q)?

    How to invest in Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q)?

    What is the minimum sip amount of Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q)?

    Is Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q) good to invest in?

    What is the expense ratio of the Motilal Oswal Ultra Short Term Fund of Income Dis cum cptl wdrl (D-Q)?