Motilal Oswal Ultra Short Term Fund Direct Growth

Scheme Type
Open-ended
Scheme Category
Ultra Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 500.44
Expense Ratio
0.5%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 18599
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
8.9811
(0.02 %)
NAV as on 2019-01-18
Returns
Fund
Motilal Oswal Ultra Short Term Fund Direct Growth
1 Year
-0.01%
3 Year
4.3%
5 Year
5.7%
AMC Details
amc launch date
Launch Date
29 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 39804263
amc address
Address
, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to generate optimal returns consistent with moderate levels of risk and liquidity by investing in debt securities and money market securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Suitability
This product is suitable for investors who are seeking
• optimal returns consistent with moderate levels of risk
• Investment in debt securities and money market securities with average maturity less than equal to 12 months.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,000
Portfolio Value
0
Total Returns