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Motilal Oswal Ultra Short Term Fund - Investment Objective, Fund Manager, Returns & Performance

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Comprehensive guide to Motilal Oswal Ultra Short Term Fund covering investment objective, fund manager Rakesh Shetty, AMC details, returns, and investment strategy. Get latest NAV, AUM and fund analysis.

Investment Objective and Approach

The Scheme seeks 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.

This ultra-short duration fund follows a focused investment approach by:

- Maintaining a portfolio of debt and money market instruments wherein the portfolio has a Macaulay duration of around 3 to 6 months

- Being relatively less affected by the movement of overall interest rates among duration funds

- Providing high liquidity for earning regular income

- Predominantly investing in bonds maturing in three to six months while aiming to earn slightly better returns over liquid funds with marginally higher volatility

The fund is suitable for investors looking to park emergency funds or surplus money for periods ranging from six months to 1-1.5 years, offering better returns than liquid funds while maintaining reasonable volatility levels.

Fund Managers

Rakesh Shetty has been managing the Motilal Oswal Ultra Short Term Fund since November 22, 2022, when he replaced Abhiroop Mukherjee as the fund manager.

Rakesh Shetty's Profile:

- Has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund's management, Corporate Treasury and Banking

- Prior to joining Motilal Oswal Asset Management Company Limited, he worked with a company engaged in Capital Market Business where he was in charge of equity and debt ETFs, customized indices and was also part of product development

- Educational background includes B.Com degree

- Brings extensive experience in fixed income securities management and product development

About the Fund House (AMC)

Motilal Oswal Asset Management Company Limited (MOAMC) stands as a prominent name in India's mutual fund industry with a strong foundation and impressive growth trajectory.

Key Facts about MOAMC:

- Established in 2009 and registered with the Securities and Exchange Board of India (SEBI)

- Overseen by Motilal Oswal Asset Management Company (MOAMC), promoted by Motilal Oswal Financial Services Limited (MOFSL), a publicly listed company on BSE and NSE

- Manages investor funds exceeding Rs. 30,000 crore and maintains over 12 lakh client accounts

- As of December 2023, the average Assets Under Management (AUM) for the fund house reached Rs. 42,406 crores

Business Operations:

- Active operations in over 600 locations across the country with over 9 lakh registered clients and over 2,400 office premises

- Apart from asset management, MOAMC also provides advisory services to offshore funds, business consultancy, portfolio management and research exchange

- Became the first AMC to ring the NASDAQ Stock Market opening bell in 2011

- Crossed the $1 billion mark in PMS assets and equity mutual funds in 2016 in record time

Sponsor Company - MOFSL:

Motilal Oswal Financial Services Limited (MOFSL), established in May 2005, is a diversified financial service provider offering retail brokerage, private wealth management, investment banking, currency broking and institutional asset management distribution.

Should I Invest in Motilal Oswal Ultra Short Term Fund?

This fund may be suitable for you if:

Ideal Investment Profile:

- You have surplus funds to invest for 6 months to 1.5 years

- You prefer low to moderate risk investments

- You seek better returns than traditional liquid funds

- You need high liquidity for emergency fund requirements

- You want to diversify your debt portfolio with short-duration instruments

Key Considerations:

- Suitable to park amounts set aside for emergency needs or surplus money not required for the next six months to 1-1.5 years

- Investors wanting to avoid complexity can stick to liquid funds, but those seeking slightly better returns and able to withstand a little more volatility can consider ultra-short duration funds

- Fund performance shows consistent returns with moderate volatility

- Professional management by experienced fund manager with strong track record

Investment Minimums:

- Minimum SIP amount: ₹500

- Minimum lump sum investment: ₹500

FAQs

What is today's NAV of Motilal Oswal Ultra Short Term Fund?

The latest NAV of Motilal Oswal Ultra Short Term Fund is ₹17.50 as of July 24, 2025. NAV is updated daily and reflects the current value of the fund's holdings.

What is the AUM of Motilal Oswal Ultra Short Term Fund?

The Assets Under Management (AUM) of Motilal Oswal Ultra Short Term Fund is ₹578.13 crores as of July 24, 2025. This represents the total value of all investments managed by the fund.

What is the expense ratio of Motilal Oswal Ultra Short Term Fund?

The expense ratio of Motilal Oswal Ultra Short Term Fund is 0.29% as of July 24, 2025. This is the annual fee charged for managing the fund, which is quite competitive for the category.

What are the returns of Motilal Oswal Ultra Short Term Fund since inception?

The fund has delivered a CAGR of 4.79% since its inception on September 4, 2013. Past performance doesn't guarantee future returns, but it shows the fund's track record over long-term.

What is the minimum SIP amount to invest in Motilal Oswal Ultra Short Term Fund?

The minimum SIP amount for Motilal Oswal Ultra Short Term Fund is ₹500. You can start your systematic investment plan with this amount and increase it as per your financial capacity.

How do I invest in Motilal Oswal Ultra Short Term Fund?

You can invest in this fund through Allvest platform by creating an account, completing KYC, selecting the fund, choosing investment amount and payment method. You can also invest directly through the fund house website or other registered distributors.

How to start a SIP in Motilal Oswal Ultra Short Term Fund?

To start a SIP through Allvest, log in to your account, select mutual funds section, search for Motilal Oswal Ultra Short Term Fund, choose SIP option, set investment amount and frequency, then complete the mandate setup for automatic deductions.

How do I automate an SIP in Motilal Oswal Ultra Short Term Fund?

You can automate SIP using the Auto-Invest feature which allows setting up automatic investments at regular intervals, ensuring consistent contributions without manual intervention. Set up bank mandate through Allvest for seamless automation.

How can I withdraw/redeem my investment in Motilal Oswal Ultra Short Term Fund?

You can redeem your investment through Allvest by logging into your account, selecting the fund from your portfolio, choosing redeem option, specifying units or amount to redeem, and submitting the request. Funds typically get credited within 1-3 business days.