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Partner With Us NRI

Jun 21, 2024


Category

Debt

AUM (Cr.)

197.98

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.06

Sharpe Ratio

573.40

Beta Ratio

0.00

Fund Manager

Rakesh Shetty

Inception Date

Sep 06, 2013

Risk Level

Low

Investment Objective

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.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Ultra Short Term Fund (IDCW-Q) 0.5 3.03 6.03 4.54 4.42 3.9
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.56 3.56 6.85 5.45 5.39 5.23
Category Rank 16/16 16/16 12/16 11/16 15/16 16/16
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HSBC Ultra Short Duration Fund (IDCW-M) 1,031.9748 0.02 7.18 5.73 0.00 2,688.04 0.47 5,000.00 invest
HSBC Ultra Short Duration Fund (G) 1,257.0330 0.02 7.16 5.66 0.00 2,688.04 0.47 5,000.00 invest
WhiteOak Capital Ultra Short Duration Fund-Reg (IDCW-M) 1,002.0320 0.02 5.97 5.01 4.74 291.57 0.00 2,000.00 invest
WhiteOak Capital Ultra Short Duration Fund-Reg (IDCW-W) 1,003.3827 0.02 8.40 0.00 4.52 291.57 0.00 2,000.00 invest
Nippon India USD Fund (IDCW-Q) 1,010.7642 -1.75 6.93 5.96 5.00 6,322.84 1.13 100.00 invest

Asset Allocation

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Top sectors

AUM in Cr.

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SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Ultra Short Term Fund (IDCW-Q)
Contact Persone : Rakesh Shetty
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi mumbai 4000
Telephone No : 022-39804263
Fax No. : 022-30896884
Email : mfservice:motilaloswal.com
Website : www.motilaloswalmf.com