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

PLAN: Regular OPTIONS: Growth
More Plan & Options
17.752 0.2 (1.13%)

NAV as on 16 Feb, 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

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Benchmark Index:
 
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Returns (NAV as on 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -2.6 5
3 mth 6.9 2
6 mth 4.9 66
1 year 26.4 16
2 year 34.3 3
3 year 19.1 2
5 year - -

# Moneycontrol Rank within 117 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.4 7.5 4.4 8.1 43.1
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 -2.6 6.9 4.9 26.4 34.3 19.1 --
Category avg -4.7 2.9 8.9 21.9 21.6 8.5 12.9
Difference of Fund returns and Category returns 2.1 4.0 -4.0 4.5 12.7 10.6 --
Best of category -2.3 7.3 16.5 37.4 37.6 20.8 24.3
Worst of category -7.8 -2.7 -0.4 11.7 17.7 3.4 8.7
Benchmark returns # -3.9 1.9 6.9 21.5 25.2 8.8 14.7
Difference of Fund returns and Benchmark returns 1.3 5.0 -2.0 4.9 9.1 10.3 --
# 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) 574.57 (Dec-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
14,284.77 2.3 6.3 23.7 9.7 22.9
ICICI Pru Long Term Equity (Tax Svng)-G Rank 5
4,433.77 3.2 8.8 15.0 8.0 17.9
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 5
342.02 3.5 9.5 16.5 9.3 19.1
Reliance Tax Saver (ELSS) (G) Rank 3
9,359.70 -2.4 6.4 22.6 8.7 22.9
HDFC Tax Saver - Direct (G) Rank 4
491.37 -0.8 6.5 20.6 9.5 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 54.92 8.72
HDFC Banking/Finance 52.02 8.26
HDFC Bank Banking/Finance 47.43 7.53
IndusInd Bank Banking/Finance 38.61 6.13
BPCL Oil & Gas 34.64 5.50
Interglobe Avi Services 30.55 4.85
Max Financial Manufacturing 30.29 4.81
Eris Life Pharmaceuticals 30.17 4.79
Jubilant Life Pharmaceuticals 29.22 4.64
Petronet LNG Oil & Gas 28.78 4.57

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 27.61 0.00 0.00
Automotive 12.76 0.00 0.00
Oil & Gas 12.63 0.00 0.00
Pharmaceuticals 9.82 0.00 0.00
Miscellaneous 8.50 0.00 0.00
Services 4.85 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 98.70
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.29

View All

Concentration

Holdings (%)
Top 5 36.14
Top 10 59.80
Sector (%)
Top 3 53.00

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