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Motilal Oswal Long Term Equity Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
17.009 0.29 (1.73%)

NAV as on 25 May, 2018

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 Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Motilal Oswal MOSt Focused Long Term Fund has been renamed as Motilal Oswal Long Term Equity Fund w.e.f March 16, 2018.
Benchmark Index:
 
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Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth -2.3 -
3 mth 0.8 -
6 mth -1.7 -
1 year 10.2 -
2 year 32.5 -
3 year 22.5 -
5 year - -

# Moneycontrol Rank within 120 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -7.4 - - - -
2017 12.9 7.9 4.8 8.5 40.3
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 -2.3 0.8 -1.7 10.2 32.5 22.5 --
Category avg -3.5 -2.0 -2.5 11.5 15.7 8.1 11.8
Difference of Fund returns and Category returns 1.2 2.8 0.8 -1.3 16.8 14.4 --
Best of category 1.4 6.0 7.3 31.2 28.8 20.0 24.4
Worst of category -6.2 -10.4 -14.8 -0.6 11.5 3.5 7.8
Benchmark returns # -1.4 -1.3 -0.6 11.9 17.9 10.1 14.1
Difference of Fund returns and Benchmark returns -0.9 2.1 -1.1 -1.7 14.6 12.4 --
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date May 01, 0015
Benchmark NIFTY 500
Asset Size (Rs cr) 7.85 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.10 (Mar-20-2018) View Dividend History
Bonus N.A.
Fund Manager Gautam Sinha Roy
View performance of schemes managed by the Fund Manager
Notes Motilal Oswal MOSt Focused Long Term Fund has been renamed as Motilal Oswal Long Term Equity Fund w.e.f March 16, 2018.

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
14,939.31 5.7 6.8 20.7 11.5 22.9
Reliance Tax Saver (ELSS) (G) Rank 3
9,729.27 -10.4 -14.8 0.7 6.7 19.5
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
706.48 -10.1 -14.3 1.7 7.6 20.4
Axis Long Term Equity - Direct (G) Rank 3
1,176.21 6.0 7.3 22.0 12.7 24.4
HDFC Tax Saver (G) Rank 3
6,563.84 -4.3 -7.9 4.4 8.8 17.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 9.72 8.17
HDFC Bank Banking/Finance 8.80 7.40
Maruti Suzuki Automotive 7.60 6.39
IndusInd Bank Banking/Finance 7.59 6.38
Interglobe Avi Services 6.30 5.30
ICICI Lombard Conglomerates 5.46 4.59
Eris Life Pharmaceuticals 5.29 4.45
Eicher Motors Automotive 5.21 4.38
BPCL Oil & Gas 4.98 4.19
Quess Corp Engineering 4.62 3.88

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 27.90 28.96 28.96
Automotive 16.08 13.97 13.97
Oil & Gas 9.89 12.02 12.02
Pharmaceuticals 8.19 9.66 9.66
Engineering 6.04 3.48 3.48
Services 5.30 4.68 4.68

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 93.76
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.26

View All

Concentration

Holdings (%)
Top 5 33.64
Top 10 55.13
Sector (%)
Top 3 53.87

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