Motilal Oswal Ultra Short Term Fund
Direct · Growth ₹18.88
04 Nov 2026
NAV
4.3%
3Y CAGR
3.7%
5Y CAGR
4.2%
10Y CAGR
4.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-20.88
Sharpe
-12.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.19%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.34 L | 4.8% | -18.3% | 8.6% |
| 3 Years | ₹36.00 L | ₹38.79 L | 4.3% | -3.1% | 7.4% |
| 5 Years | ₹60.00 L | ₹65.14 L | 3.7% | 0.9% | 6.7% |
| 7 Years | ₹84.00 L | ₹94.96 L | 3.9% | 2.6% | 5.9% |
| 10 Years | ₹1.20 Cr | ₹1.49 Cr | 4.3% | 3.6% | 5.0% |
| 12 Years | ₹1.44 Cr | ₹1.90 Cr | 4.6% | 4.5% | 4.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 4.8% | 6.5% |
| 3 Years | 4.3% | 6.6% |
| 5 Years | 3.7% | 6.1% |
| 7 Years | 3.9% | 6.1% |
| 10 Years | 4.3% | 5.8% |
| 12 Years | 4.6% | 6.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.8% | 6.2% | -8.0% | 8.8% | -0.45 | -0.42 | 90% | — | — |
| 3 Years | 4.3% | 4.5% | -0.0% | 7.8% | -0.94 | -0.69 | 99% | — | — |
| 5 Years | 3.7% | 3.6% | 1.8% | 6.8% | -2.07 | -0.90 | 100% | — | — |
| 10 Years | 4.2% | 4.2% | 4.1% | 4.5% | -20.88 | -1.00 | 100% | — | — |
-12.0%
Max Drawdown
4 mo
Drawdown Duration
33 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
0.40
1Y
0.36
3Y
0.31
5Y
0.31
7Y
0.35
10Y
0.39
12Y