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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹411 Cr

Lock In Period

N/A

Expense Ratio

1

Benchmark

CRISIL Ultra Short Duration Debt A-I Index

Exit Load

Nil

Summary

Latest details for Motilal Oswal Ultra Short Term Fund Growth include a ₹17.1671 NAV as of Apr 21,2026 and returns since inception of 18.24%. Minimum investments start at SIP ₹500. The Motilal Oswal Ultra Short Term Fund Growth AUM is ₹411 Cr, with a lock-in of N/A years, expense ratio of 1%, and benchmark CRISIL Ultra Short Duration Debt A-I Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.69% returns, against a category average of 1.34% and a category best of 265.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.691.34265.31
6M2.601.49195.09
1Y5.315.67195.09
3Y5.7414.5931.95

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. 182 Days Tbill (MD 14/05/2026)6.04%
2. Small Industries Dev Bank of India 20266.04%
3. Tata Capital Limited 20266.01%
4. Bank of Baroda 20266.01%
5. The Federal Bank Limited 20266.01%
6. Export Import Bank of India 20266.00%
7. Indian Bank 20265.99%
8. Union Bank of India 20265.98%
9. Sundaram Finance Limited 20265.93%
10. Axis Bank Limited 20265.92%
11. HDFC Bank Limited 20265.89%
12. Bajaj Finance Limited 20265.82%
13. Collateralized Borrowing & Lending Obligation4.46%
14. Net Receivables / (Payables)0.03%

1. 364 Days Tbill (MD 30/07/2026)17.93%
2. 364 Days Tbill (MD 10/09/2026)5.94%

About Fund

Motilal Oswal Ultra Short Term Fund Growth managed by Motilal Oswal Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹411 Crore. The fund benchmarks its performance against the CRISIL Ultra Short Duration Debt A-I Index while maintaining an expense ratio of 1. Under the expert guidance of Rakesh Shetty ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rakesh Shetty

Mr. Rakesh Shetty holds Bachelors of Commerce (B.Com). Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundIDBI Ultra Short Term Fund Growth0430.36 CR0.4
This FundMotilal Oswal Ultra Short Term Fund Growth0411.04 CR1
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth0296.53 CR0.66
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth0296.53 CR0.52
Fund Name1Y3Y
This FundIDBI Ultra Short Term Fund Growth6.392715.0726
This FundMotilal Oswal Ultra Short Term Fund Growth5.3118.2366
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

FAQs

Motilal Oswal Ultra Short Term Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Ultra Short Term Fund Growth is 1. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Ultra Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.69%
  • 6 Months : 2.60%
  • 1 Year : 5.31%
  • 3 Years : 5.74%
Returns of Motilal Oswal Ultra Short Term Fund Growth are updated daily based on NAV of ₹ 17.1671 as on Apr 21,2026. Since inception, the return has been 18.24%.

You can invest in Motilal Oswal Ultra Short Term Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Ultra Short Term Fund Growth is ₹411 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Ultra Short Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500