Motilal Oswal Ultra Short Term Fund (G)

Motilal Oswal Ultra Short Term Fund (G)

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) ` 111.41
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 0.48% 5.42%
3 Month 1.45% 7.97%
6 Month 3.12% 7.95%
1 Year -1.88% 14.64%
3 Year 1.03% 15.27%
5 Year 3.20% 7.51%
Since Inception 4.09% 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