Motilal Oswal Ultra Short Term Fund Regular Growth - Latest NAV, Returns, Performance & Portfolio

Motilal Oswal Ultra Short Term Fund Regular Growth

  • highlight3.26%
  • highlight12.7096

Start your investment

Min amount: 1000

Calculate Returns

Rs. 0 invested monthly becomes Rs. 0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years3.26%
3 Years1.06%
1 Year-6.14%
6 Months3.1%
Fund Details
RiskModerately Low risk
Fund TypeUltra Short Duration
Exit Load--

More about this fundstar

Top HoldingsWeightage
364 DTB 2803202067.11%

About Motilal Oswal Ultra Short Term Fund

Being an open-ended debt fund, the scheme seeks to generate optimal returns by investing in money market securities and debt securities with moderate levels of liquidity and risk.

Pros and Cons of Motilal Oswal Ultra Short Term Fund

This product is suitable for those who are seeking:

  1. Moderate level of risk consistent optimal returns.
  2. Macaulay duration of the portfolio between 3 and 6 months, the fund invests in money markets and debt securities.
  3. The distribution of return to investors will only by the way of capital gains.

Fund Information and Statistics of Motilal Oswal Ultra Short Term Fund

i) Inception / Launch date

The Motilal Oswal Ultra Short Term Fund was launched on 6 September 2013 by Motilal Oswal Mutual Fund.

ii) Risk level

The scheme has a moderately low level of risk. The interest rate of the securities fluctuates as depending on the various factors affecting the debt market and the capital market. The scheme does not assure or guarantee the return. The investors may lose money over short or long period of their investment due to scheme’s NAV fluctuation in response to factors such as political and economic developments.

iii) Redemption

The scheme is open for redemption of its units on all business days. The fund shall dispatch redemption proceeds within 10 business days from the date of acceptance of the redemption request.

iv) Fund Manager

Mr. Abhiroop Mukherjee is the fund manager of Motilal Oswal Ultra Short Term Fund since 2013.

v) Entry / Exit load

The entry load is NIL and the exit load for investing in this fund is not applicable.

Tax benefits of investing in Motilal Oswal Ultra Short Term Fund

The short term capital gains would be taxed according to the income tax slab rate of the investors. 20 percent with indexation benefit can be enjoyed by the investor in long term capital gains tax.

About Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund house was incorporated on 14 November 2008 and currently Mr. Aashish Somaiyaa is the MD & CEO of the fund house. The fund house generally focusses on “buy-right” and “sit-tight” investment opportunities. The sponsor of the fund house is Motilal Oswal Financial Services Limited. Mutual Fund offerings by the fund house come with unique features such as “Low Churn” and “Focused” portfolios.

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Start your investment

Min amount: 1000

Calculate Returns

Rs. 0 invested monthly becomes Rs. 0 in a period of 20 years
Need help?
Moderately Low risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns