Motilal Oswal Ultra Short Term Fund Direct Growth

Scheme code: INF247L01247 NAV value: ₹ 18.1485 NAV date: 18 March, 2026 TER: 0.19%
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-7.968.826.224.7313.89
3 year-0.037.764.314.166.88
5 year1.816.803.453.566.53
7 year3.095.323.213.536.92
10 year4.124.504.244.277.23
12 year4.694.844.764.767.82

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,29,642 - Absolute Returns: ₹29,642 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,37,498 - Absolute Returns: ₹2,37,498 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹64,87,490 - Absolute Returns: ₹4,87,490 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹94,74,873 - Absolute Returns: ₹10,74,873 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,48,19,151 - Absolute Returns: ₹28,19,151 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹1,89,94,269 - Absolute Returns: ₹45,94,269 - CAGR: %

Drawdown Metrics

Max Drawdown

-11.96 %

Drawdown Duration

4 months

Recovery Time

33 months

Avg Drawdown

-1.24 %

Calmar Ratio by Duration

1 Y

0.3954

3 Y

0.3477

5 Y

0.2976

7 Y

0.2951

10 Y

0.3569

12 Y

0.3979