motilal oswal ultra short term (Debt, Debt Ultra Short Duration)

Moderately Low
5 yrs 1 monthsStarted on:06 Sep 2013
₹ 995.1 Cras on: 19 Sep 2018
Mid Term & Long Horizon
0.89%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities.

Exit Load

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Tenure

TenureReturns (CAGR)
YTD2.44
1 YR3.87
2 YR4.87
3 YR5.37

SIP Returns

TenureReturns (CAGR)
1 YR2.23
2 YR3.94
3 YR4.64
5 YR5.4

Portfolio

Company Name% Assets
Yes Bank Ltd. 30/01/20199.74
Axis Bank Ltd. 28/09/20187.5
Housing Development Finance Corpn. Ltd. 301-D 22/01/20197.3
Export-Import Bank Of India 311-D 14/03/20197.24
PNB Housing Finance Ltd. 357-D 20/03/20197.21
Tata Sons Ltd. 364-D 25/10/20184.97
Small Industries Devp. Bank of India Ltd. 11/12/20184.93
Indusind Bank Ltd. 14/12/20184.92
L&T Finance Ltd. 181-D 17/12/20184.91
ICICI Bank Ltd. 29/01/20194.87

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.28%
Beta0.67%

Abhiroop Mukherjee

Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
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