Motilal Oswal Ultra Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Ultra Short Duration funds is 8.13% .
The largest portfolio holding is 364 DAYS TBILL MD 04 02 2027 with a portfolio weight of 9.37% .
The fund currently owns more than 22 stocks.
The top 10 holdings account for 53.50% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.79% | 4.92% |
| 2 Year Return | 20.79% | 9.35% |
| 3 Year Return | 30.64% | 4.58% |
| 4 Year Return | 36.98% | 5.86% |
| 5 Year Return | 48.50% | 8.13% |
| 6 Year Return | 41.05% | 13.28% |
| 7 Year Return | 55.49% | 52.68% |
| Expense Ratio | 0.21% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Others - Not Mentioned |
9.37%
|
|
| 2 |
6.43%
|
||
| 3 |
4.79%
|
||
| 4 | Others - Not Mentioned |
4.79%
|
|
| 5 |
4.73%
|
||
| 6 |
4.68%
|
||
| 7 |
4.68%
|
||
| 8 | Others - Not Mentioned |
4.68%
|
|
| 9 |
4.68%
|
||
| 10 |
4.67%
|
||
| 11 |
4.67%
|
||
| 12 |
4.67%
|
AMC: MOTILALOSWAL
Category: Debt • Ultra Short Duration
Launch Date: 04 Sep 2013
Fund Manager: Mr. Rakesh Shetty
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Low Risk
Motilal Oswal Ultra Short Term Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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