Motilal Oswal Ultra Short Term Fund(FN-IDCW)
Ticker: mf16364
Decent
66/100
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M
Motilal Oswal Ultra Short Term Fund(Q-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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M
Motilal Oswal Ultra Short Term Fund(W-IDCW)
The fund shows moderate potential with some growth prospects, but risks and valuation concerns should be considered.
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M
Motilal Oswal Ultra Short Term Fund(DD-IDCW)
The fund shows moderate potential but faces challenges in profitability and growth drivers.
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S
SBI FMP-67-1467D(IDCW)
The stock shows moderate potential but is hindered by inconsistent growth and valuation concerns.
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ICICI Pru Nifty Bank Index Fund(IDCW Payout)
The fund shows decent potential with moderate risks, but investors should be cautious of market volatility and execution challenges.
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ICICI Pru Nifty Bank Index Fund(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about market volatility and execution challenges.
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B
Bank of India Mfg & Infra Fund(Q-IDCW)
The fund shows some potential for growth, but significant risks and inconsistencies in performance warrant caution.
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Bank of India Mfg & Infra Fund(IDCW)
The fund shows potential but faces several challenges that could impact future performance.
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PGIM India Large Cap Fund(IDCW)
The fund shows potential for growth but carries some risks that need to be monitored closely.
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HDFC MNC Fund(IDCW)
The HDFC MNC Fund shows a decent potential for growth with a well-structured portfolio, but investors should be cautious of valuation and execution risks.
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HDFC MNC Fund(IDCW Reinvest)
The HDFC MNC Fund shows decent potential with a focus on multinational companies, but investors should be cautious of valuation and execution risks.
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Nippon India Nifty Next 50 Junior BeES FoF-(IDCW)
The fund shows potential for growth with a diversified portfolio, but faces challenges in valuation and execution risks.
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Kotak Technology Fund(IDCW)
The Kotak Technology Fund shows decent potential with consistent growth and a strong position in a future-ready sector, though some risks and valuation concerns exist.
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Kotak Technology Fund(IDCW Payout)
The Kotak Technology Fund shows decent potential with a strong growth trajectory, but valuation concerns and technical weaknesses warrant caution.
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Quant PSU Fund(IDCW)
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UTI Gilt Fund(IDCW)-Direct plan
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Business Overview
Motilal Oswal Ultra Short Term Fund is designed for conservative investors seeking stable returns with lower risk. Ideal for those looking to park their funds for short durations while earning better than traditional savings options. This fund focuses on debt and money market instruments, providing liquidity and capital preservation. With a professional management team, it aims to optimize returns while minimizing volatility, making it a smart choice for risk-averse investors.
- Suitable for conservative investors
- Focuses on short-term debt instruments
- Offers liquidity and capital preservation
- Managed by experienced professionals
- Potential for better returns than savings accounts
Investment Thesis
Motilal Oswal Ultra Short Term Fund stands out due to its strong promoter credibility, robust digital service growth potential, and attractive valuation compared to peers. This fund is well-positioned to deliver consistent returns, making it a compelling choice for retail investors seeking stability and growth in their portfolio.
- Strong backing from the reputable Motilal Oswal Group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers suggest upside potential.
- Focus on ultra-short term investments mitigates interest rate risks.
- Consistent performance track record supports reliability for retail investors.
Opportunity vs Risk
Opportunities
- Stable returns in a low-interest environment
- Potential for capital appreciation
- Diversification for conservative investors
- Tax-efficient investment option
Risks ⚠️
- Interest rate fluctuations
- Credit risk from bond holdings
- Market volatility impact
- Liquidity concerns in extreme scenarios
Peer Perspective
Motilal Oswal Ultra Short Term Fund trades at a slight premium compared to peers like HDFC Ultra Short Term Fund and ICICI Prudential Ultra Short Term Fund; a stable interest rate environment could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Ultra Short Term Fund(FN-IDCW) • Updated: 2025-10-01 23:04:53
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed, but profit growth has been variable.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential with stable growth and reasonable valuations, but risks in execution and liquidity should be monitored.