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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Ultra Short Term Fund (PIDCW-Q)
Motilal Oswal Mutual Fund

Motilal Oswal Ultra Short Term Fund (PIDCW-Q)

DebtUltra Short
Top Ranked

11.5934

NAV (Sep 06)

4.741%
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 ->

Category Leader

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

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Invest in this fund
Scripbox Recommended Debt Funds
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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

11.5934

NAV (Sep 6)

Fund Returns

Last 1Y
6%
Last 3Y
4.7%
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 (0y ago)
1.06
AUM in Crores
313.9
ISIN
INF247L01338
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
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 (PIDCW-Q)70%8,14,049 81,4374.4%
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

16.7%
16.69%

Reserve Bank of India

12.2%
12.15%

Reserve Bank of India

9%
8.95%

Reserve Bank of India

8.9%
8.89%
See all holdings

Comparison with Debt Funds

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

₹ 4,457 cr

₹ 9,577 cr

₹ 8,093 cr

₹ 15,209 cr

₹ 4,566 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

10.823%

22.686%

24.466%

27.192%

4.741%

4.203%

37.172%

24.827%

24.144%

18.795%

Motilal Oswal Ultra Short Term Fund (PIDCW-Q) Review

Motilal Oswal Ultra Short Term Fund (PIDCW-Q) is a Debt Debt fund and has delivered an annualised return of 4.203% over a period of 11 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is [object Object].

Nav of Motilal Oswal Ultra Short Term Fund (PIDCW-Q) as of 9/6/2024 is ₹11.59 with the total AUM as of 9/7/2024 is ₹313.8715. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Ultra Short Term Fund (PIDCW-Q) was launched on 2013-09-06. The category risk of the fund is High.

The minimum SIP amount for Motilal Oswal Ultra Short Term Fund (PIDCW-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 (PIDCW-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 Duration Debt B-I Index.

Motilal Oswal Ultra Short Term Fund (PIDCW-Q) is rated as a 4 fund in Debt and delivered 6.047% 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 (PIDCW-Q).

Frequently Asked Questions

What is Motilal Oswal Ultra Short Term Fund (PIDCW-Q)?

Motilal Oswal Ultra Short Term Fund (PIDCW-Q) is a Debt 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 (PIDCW-Q)?

You can invest in Motilal Oswal Ultra Short Term Fund (PIDCW-Q) 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 (PIDCW-Q)?

The minimum sip amount for Motilal Oswal Ultra Short Term Fund (PIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal Ultra Short Term Fund (PIDCW-Q) good to invest in?

As per Scripbox experts, Motilal Oswal Ultra Short Term Fund (PIDCW-Q) is a 4 fund. You can investMotilal Oswal Ultra Short Term Fund (PIDCW-Q) 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 (PIDCW-Q)?

The expense ratio of the Motilal Oswal Ultra Short Term Fund (PIDCW-Q) is 1.06% for regular plan.