How to check the XIRR of Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Motilal Oswal Ultra Short Term Fund (Mofustf) -Direct Plan- Growth

Q: How to check portfolio overlap for Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Ultra Short Term Fund (MOFUSTF) -Direct Plan- Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Mutual Fund

Expense Ratio: 0.25

Risk: Low to Moderate

Debt Scheme - Ultra Short Duration Fund

Plan: Direct

Benchmark: CRISIL Ultra Short Duration Debt A-I Index

Inception: 04-09-2013

Exit Load: Nil

Fund Size:₹526.98 Cr

Performance

Fund6.11%

Cat. Avg.6.49%

Fund6.29%

Cat. Avg.6.98%

Fund6.40%

Cat. Avg.7.20%

Fund5.81%

Cat. Avg.6.56%

10Y

Fund4.09%

Cat. Avg.6.44%

Fund4.94%

Cat. Avg.8.42%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	364 Days Tbill (MD 30/07/2026)	DEBT	T-Bills	SOVEREIGN	5.16%	49.80	13.19%
2	Sundaram Finance Limited 2026	DEBT	CP	CRISIL A1	6.79%	24.86	6.59%
3	Axis Bank Limited 2026	DEBT	CD	CRISIL A1	6.45%	24.82	6.57%
4	364 Days Tbill (MD 10/09/2026)	DEBT	T-Bills	SOVEREIGN	5.19%	24.75	6.56%
5	HDFC Bank Limited 2026	DEBT	CD	CRISIL A1	6.35%	24.69	6.54%
6	Bajaj Finance Limited 2026	DEBT	CP	CRISIL A1	7.13%	24.39	6.46%
7	364 Days Tbill (MD 11/02/2027)	DEBT	T-Bills	SOVEREIGN	5.45%	24.19	6.41%
8	Kotak Mahindra Bank Limited 2027	DEBT	CD	CRISIL A1	6.76%	24.15	6.40%
9	Bank of Baroda 2027	DEBT	CD	FITCH A1	6.76%	24.13	6.39%
10	Indian Bank 2027	DEBT	CD	CRISIL A1	6.78%	24.08	6.38%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61782	+3.0%	+6.2%
2Y	07 Nov, 24	1.20 L.	1.27 L.	+6.2%	+6.2%
3Y	07 Nov, 23	1.80 L.	1.97 L.	+9.6%	+6.3%
5Y	08 Nov, 21	3 L.	3.50 L.	+16.7%	+6.3%
10Y	07 Nov, 16	6 L.	7.71 L.	+28.6%	+5.0%
SI	07 Oct, 13	7.85 L.	10.79 L.	+37.5%	+4.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.06 L.	+6.1%	+6.1%
2Y	16 Oct, 24	1 L.	1.13 L.	+13.0%	+6.3%
3Y	16 Oct, 23	1 L.	1.20 L.	+20.5%	+6.4%
5Y	18 Oct, 21	1 L.	1.33 L.	+32.6%	+5.8%
10Y	17 Oct, 16	1 L.	1.49 L.	+49.3%	+4.1%
SI	10 Sep, 13	1 L.	1.88 L.	+88.1%	+4.9%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.