Motilal Oswal Ultra Short Term Fund (Div-W)

Motilal Oswal Ultra Short Term Fund (Div-W)

AMC Name: Motilal Oswal Mutual Fund

Riskometer

Moderately Low

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Abhiroop Mukherjee
Fund Horizon OPEN
Inception Date 06-Sep-2013
Scheme AUM(CR) ` 115.53
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 1,7,14,21,28
Entry Load Nil
Exit Load Nil
Expense Ratio 0.08

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.50% -2.46%
3 Month 1.56% -6.36%
6 Month 3.13% -4.24%
1 Year -6.13% -2.94%
3 Year 1.05% 8.41%
5 Year 3.25% 6.50%
Since Inception 4.02% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others