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Motilal Oswal Ultra Short Term Fund Direct Plan - IDCW Monthly Payout/Reinvestment

Motilal Oswal · Ultra Short Duration
Low
₹11.75
Current NAV
03 Nov 2026
0.0%
1Y Return
2.0%
3Y CAGR
3.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.67%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.27).
  • Very large asset base (AUM: ₹23,820 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.77
Sharpe Ratio
1.27
Beta
6.27
Alpha
1.05
Sortino
Fund Details
Fund House Motilal Oswal
Category Ultra Short Duration
AUM ₹23820 Cr
Expense Ratio 0.67%
Min SIP ₹500
Min Lumpsum ₹1000
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