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DebtUltra Short Duration FundDirect · Growth

Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth

Motilal Oswal · Scheme 124234

18.62 0.02%NAV · 2026-08-05
55
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
6.5%
Risk level
Low to Moderate
Min SIP
Benchmark
CRISIL Ultra Short Duration Debt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.47%
3 Months+1.65%
6 Months+3.35%
1 Year+6.24%
3 Years (CAGR)+6.50%
5 Years (CAGR)+5.71%
10 Years (CAGR)+4.11%
Since Launch+4.93%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns21
Consistency65
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 99% of rolling 3Y windows positive
  • Return stability: rolling-return std 2.3%
  • Volatility: 3% annualised
  • Max drawdown: -12%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +6.5%
  • 5Y CAGR: +5.7%
  • Beat category: beat category in 13% of windows
  • Sharpe ratio: -0.54

Risk metrics

Sharpe ratio
0.54
Sortino ratio
0.10
Volatility
2.66%
Max drawdown
-11.96%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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