ReviewPlan n/a · Option n/a
Motilal Oswal Ultra Short Term Fund - Payout/Reinvestment
Motilal Oswal Mutual FundDebt Scheme - Ultra Short Duration Fund13 years
- NAV
- 11.4495
- 15 Sept 2026
- 1Y
- 0.0%
- Trailing CAGR
- AUM
- ₹3.91 L
- 30 Jun 2026
- Volatility
- Low
- 2.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y0.0%
- 3Y+2.0%
- 5Y+2.9%
- 10Y+1.4%
- SI+1.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.0%
- 3Y+0.7%
- 5Y+2.0%
- 10Y+2.2%
- Since inception
- +1.0%
- Calendar-day CAGR
- Excess 1Y
- -5.8%
- Category median, same plan and option
- 3Y win rate
- +30%
- Windows beating the median
- 3Y percentile
- 67
- Vs comparable share classes
- Worst rolling 3Y
- -4.1%
- 2423 daily-ending windows
- Median rolling 3Y
- +0.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +58%
- 1939 daily-ending windows
- SIP 3Y XIRR
- +0.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 65 days
- 27 recovered episodes
- Longest recovery
- 1149 days
- Trough to prior peak
- Current spell
- 533 days
- Days below latest peak
- Time below peak
- +77%
- NAV observations
25 Nov 2016 – 15 Feb 2022
Trough 24 Dec 2018 · recovered in 1149 days
-12.2%
2 May 2022 – 1 Jun 2022
Trough 11 May 2022 · recovered in 21 days
-0.2%
10 Sept 2013 – 5 Jul 2016
Trough 12 Feb 2015 · recovered in 509 days
-0.1%
31 Mar 2025 – open
Trough 8 Jul 2026 · not recovered
-0.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
14
Consistency
32
Risk-adjusted
0
Drawdown
69
Mean
36
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Three-year return is above the category median.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Ultra Short Bond Fund (no. of segregated portfolio-1)
Franklin Templeton Mutual Fund
- 1Y
- +13.7%
- 3Y
- +8.7%
- Vol
- 1.6%
- Max DD
- -4.4%
- Sharpe
- 2.19
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HDFC Ultra Short Term Fund
HDFC Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.2%
- Vol
- 0.6%
- Max DD
- -1.0%
- Sharpe
- 2.46
- 3Y win
- +39%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Ultra Short term Fund
ICICI Prudential Mutual Fund
- 1Y
- +6.8%
- 3Y
- +7.4%
- Vol
- 1.7%
- Max DD
- -7.5%
- Sharpe
- 1.56
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Tata Ultra Short Term Fund
Tata Mutual Fund
- 1Y
- +7.0%
- 3Y
- +7.5%
- Vol
- 0.5%
- Max DD
- -0.7%
- Sharpe
- 2.67
- 3Y win
- +66%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak Treasury Advantage
Kotak Mahindra Mutual Fund
- 1Y
- 0.0%
- 3Y
- 0.0%
- Vol
- 0.4%
- Max DD
- -0.9%
- Sharpe
- -13.88
- 3Y win
- +14%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns