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Motilal Oswal Ultra Short Term Fund Regular - IDCW Quarterly Payout/Reinvestment

Motilal Oswal · Ultra Short Duration
Low
₹12.02
Current NAV
03 Nov 2026
2.8%
1Y Return
2.9%
3Y CAGR
3.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
  • Very large asset base (AUM: ₹12,550 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • 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
1.50
Sharpe Ratio
0.50
Beta
-0.50
Alpha
1.80
Sortino
Fund Details
Fund House Motilal Oswal
Category Ultra Short Duration
AUM ₹12550 Cr
Expense Ratio 1.30%
Min SIP ₹500
Min Lumpsum ₹1000
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