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

PLAN: Regular OPTIONS: Growth
More Plan & Options
15.518 0.14 (0.87%)

NAV as on 29 May, 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 Mar 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 29 May, 2017)

Period Returns (%) Rank #
1 mth 0.4 39
3 mth 10.2 10
6 mth 22.4 11
1 year 36.7 3
2 year 19.0 2
3 year - -
5 year - -

# Moneycontrol Rank within 107 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.4 - - - -
2016 -7.0 10.4 12.0 -5.8 10.7
2015 6.0 1.5 0.1 0.6 11.2

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 0.4 10.2 22.4 36.7 19.0 -- --
Category avg -0.1 6.9 16.0 21.6 9.1 13.1 13.3
Difference of Fund returns and Category returns 0.5 3.3 6.4 15.1 9.9 -- --
Best of category 2.5 11.5 25.0 38.8 20.8 25.6 25.7
Worst of category -3.4 2.3 10.8 13.6 2.3 8.7 10.0
Benchmark returns # 0.8 7.7 18.5 21.7 9.2 12.7 15.9
Difference of Fund returns and Benchmark returns -0.4 2.5 3.9 15.0 9.8 -- --
# 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) 235.21 (Mar-31-2017)
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
10,675.84 8.5 16.0 15.9 19.3 24.1
Axis Long Term Equity - Direct (G) Rank 4
660.07 8.8 16.6 17.2 20.8 --
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
379.90 6.5 19.1 29.2 18.9 --
Reliance Tax Saver (ELSS) (G) Rank 3
6,327.36 6.3 18.5 28.1 17.9 22.4
HDFC Tax Saver (G) Not Ranked
5,359.88 8.3 18.9 32.6 13.9 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 40.43 9.20
HDFC Bank Banking/Finance 39.94 9.08
Can Fin Homes Banking/Finance 34.91 7.94
IndusInd Bank Banking/Finance 29.94 6.81
Eicher Motors Automotive 26.85 6.11
Jubilant Life Pharmaceuticals 23.72 5.39
Voltas Conglomerates 23.61 5.37
BPCL Oil & Gas 22.17 5.04
Interglobe Avi Services 21.36 4.86
Bajaj Finance Banking/Finance 21.12 4.80

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 28.63 64.42 64.42
Automotive 15.31 20.22 20.22
Oil & Gas 13.18 15.88 15.88
Pharmaceuticals 11.08 19.04 19.04
Manufacturing 8.62 20.66 20.66
Conglomerates 5.37 0.00 0.00

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 98.73
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.26

View All

Concentration

Holdings (%)
Top 5 39.14
Top 10 64.60
Sector (%)
Top 3 57.12

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