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Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth
★★★★★ monitor_heart Health Score: 62/100 · AverageMotilal Oswal Mutual Fund · Debt · Ultra Short Duration Fund
₹18.58
AUM: ₹427 Cr
NAV updated about 2 months ago
Plan
Direct
Option
Growth
Risk
Low to Moderate
Expense Ratio
0.22%
Exit Load
Nil
Fund Manager
Abhiroop Mukherjee
Inception
Sep 2013
Benchmark
CRISIL Ultra Short Duration Debt A-I Index
Sharpe Ratio
-0.22
Std Dev (1Y)
0.35%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.5%
3m
+1.65%
6m
+2.96%
1y
+5.95%
3y
+6.45%
5y
+5.59%
10y
+4.11%
since inception
+4.9%
rate_review TopFund's Take on Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth
Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth sits in the middle of the pack for Ultra Short Duration Fund funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.
Cost: At 0.22%, the expense ratio is meaningfully cheaper — about 42% below the Ultra Short Duration Fund category average of 0.38% (based on 58 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.22 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.35% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth
The current NAV (Net Asset Value) of Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth is ₹18.58. NAV is updated every business day after market close by AMFI.
1Y: 5.95% · 3Y CAGR: 6.45% · 5Y CAGR: 5.59%
The expense ratio is 0.22% per annum — the annual fee deducted from your investment to cover fund management costs.
Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth is managed by Abhiroop Mukherjee at Motilal Oswal Mutual Fund.
Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth is a Low to Moderate risk fund. Suitable for investors with a moderate risk appetite.
Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth is a Ultra Short Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth is ₹428 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.