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Motilal Oswal MOSt Focused Long Term Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
More Plan & Options
17.687 0.28 (1.53%)

NAV as on 22 Sep, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Motilal Oswal Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 22 Sep, 2017)

Period Returns (%) Rank #
1 mth 2.2 96
3 mth 5.7 21
6 mth 18.6 7
1 year 31.1 1
2 year 27.5 1
3 year - -
5 year - -

# Moneycontrol Rank within 107 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.8 7.8 - - -
2016 -6.6 10.8 12.4 -5.5 12.5
2015 6.2 1.8 0.4 0.9 12.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.2 5.7 18.6 31.1 27.5 -- --
Category avg 5.2 5.7 13.7 18.2 14.6 10.6 12.7
Difference of Fund returns and Category returns -3.0 0.0 4.9 12.9 12.9 -- --
Best of category 6.9 11.3 22.7 31.1 27.5 21.3 25.6
Worst of category 1.0 0.3 3.2 6.1 7.5 6.3 9.7
Benchmark returns # 2.8 3.7 11.6 15.4 15.7 9.9 14.4
Difference of Fund returns and Benchmark returns -0.6 2.0 7.0 15.7 11.8 -- --
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 15, 2015
Benchmark NIFTY 500
Asset Size (Rs cr) 43.81 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Gautam Sinha Roy
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 10th Floor, Motilal Oswal Tower, Rahimtulla Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai, 400025
Tel. No. 022-39804263
Fax No. 022-22816161
Email mfservice@motilaloswal.com
Website http://www.motilaloswal.com/assetmanagement/

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 4
12,281.17 5.9 15.7 17.3 14.3 23.0
Axis Long Term Equity - Direct (G) Rank 4
818.20 6.2 16.3 18.7 15.6 --
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
488.22 5.7 15.5 21.4 13.3 --
Reliance Tax Saver (ELSS) (G) Rank 3
7,676.44 5.4 15.0 20.2 12.3 22.1
HDFC Tax Saver (G) Rank 3
5,908.90 1.5 10.7 17.5 9.3 17.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 57.19 9.20
HDFC Bank Banking/Finance 54.35 8.74
Maruti Suzuki Automotive 50.05 8.05
IndusInd Bank Banking/Finance 48.13 7.74
BPCL Oil & Gas 38.62 6.21
Can Fin Homes Banking/Finance 35.67 5.74
IOC Oil & Gas 33.94 5.46
Bajaj Finance Banking/Finance 33.50 5.39
Eicher Motors Automotive 32.40 5.21
Jubilant Life Pharmaceuticals 30.19 4.85

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 37.36 0.00 0.00
Oil & Gas 15.83 0.00 0.00
Automotive 13.26 0.00 0.00
Pharmaceuticals 9.21 0.00 0.00
Manufacturing 5.68 0.00 0.00
Services 3.81 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 98.51
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.51

View All

Concentration

Holdings (%)
Top 5 39.94
Top 10 66.59
Sector (%)
Top 3 66.45

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