NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹15.92
0.01%
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
ultra short duration
debt
NAV as on 19 Nov 24, 12:00 AM
low to moderate risk
ultra short duration
debt
6.08%p.a.
Last 1Y
5.01%p.a.
Last 3Y
4.41%p.a.
Last 5Y
4.23%p.a.
Since Inception
About Motilal Oswal Ultra Short Term Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Ultra Short Term Fund Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Ultra Short Duration mutual fund scheme that predominantly invests in Ultra Short Duration stocks of companies. Launched on Sep 2013, Motilal Oswal Ultra Short Term Fund Growth is Ultra Short Duration fund of its category with 416.77 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Ultra Short Duration funds.
- Motilal Oswal Ultra Short Term Fund Growth delivered 6.1% annual returns during the last year. It has delivered 4.2% average annual returns since the fund was launched.
- Motilal Oswal Ultra Short Term Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund 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.
Top 10 Holdings
364 DTB 08052025
13.92%
India (Republic of)
11.63%
364 Days T - Bill- 06/02/2025
8.25%
182 DTB 27022025
7.05%
182 DTB 10042025
7.00%
182 DTB 07112024
5.99%
364 DTB 06032025
5.87%
364 DTB 13032025
5.86%
364 DTB 18042025
5.82%
182 DTB 26122024
4.75%
Fund Managers
- Rakesh Shetty (Nov 2022 - Present)
Key Information
View Scheme Document
Motilal Oswal Ultra Short Term Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Ultra Short Term Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Motilal Oswal Ultra Short Term Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Motilal Oswal Ultra Short Term Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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