Motilal Oswal Ultra Short Term (Debt, Debt Ultra Short Duration)

Moderately Low
5 yrs 5 monthsStarted on:06 Sep 2013
₹ 244.57 Cras on: 21 Jan 2019
Mid Term & Long Horizon
0.08%
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)
YTD0.39
3 YR1.07

SIP Returns

TenureReturns (CAGR)
5 YR0.57

Portfolio

Company Name% Assets
National Bank For Agriculture & Rural Development 11/06/201919.77
Housing Development Finance Corpn. Ltd. 301-D 22/01/201910.18
Axis Bank Ltd. 18/06/20199.87
Infrastructure Leasing & Financial Services Ltd. 304-D 10/01/20190

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation5.8%
Beta4.69%

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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