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Motilal Oswal Ultra Short Term Fund Regular - IDCW Daily Reinvestment

Motilal Oswal · Ultra Short Duration
Low
₹11.45
Current NAV
25 Jun 2026
22.9%
1Y Return
13.9%
3Y CAGR
12.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.49).
  • Very large asset base (AUM: ₹22,540 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.89%) which can affect compounding over long horizons.
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
0.99
Sharpe Ratio
1.49
Beta
4.49
Alpha
1.28
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Fund Details
Fund House Motilal Oswal
Category Ultra Short Duration
AUM ₹22540 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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