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you are here: Moneycontrol Mutual Funds ELSS Motilal Oswal Mutual Fund Motilal Oswal Long Term Equity Fund - Direct Plan (G)

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

Previous Name: Motilal Oswal MOSt Focused Long Term Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 133386
16.429 -0.08 ( -0.48 %)
NAV as on 18 Feb, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Dec 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Motilal Oswal MOSt Focused Long Term Fund has been renamed as Motilal Oswal Long Term Equity Fund w.e.f March 16, 2018. Motilal Oswal Mutual Fund has announced that Snigdha Sharma has been appointed as an Associate Fund Manager and Key Personnel of the company, with effect from 23 July 2018.

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Returns (NAV as on Feb 18, 2019)
Period Returns(%) Rank#
1 Month -4.6 59
3 Months -3.6 64
6 Months -13.7 94
1 Year -11.4 75
2 Years 6.4 36
3 Years 17.5 4
5 Years - -

# Moneycontrol Rank within 116 ELSS Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -1.3 -1.5 -5.3 0.3 -7.1
2017 16.8 7.8 4.8 8.5 45.1
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

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Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -4.6 -3.6 -13.7 -11.4 6.4 17.5 0
Category average -5 -3.9 -11.2 -8.8 5.6 13.4 15.5
Difference of Fund returns and Category returns 0.4 0.3 -2.5 -2.6 0.8 4.1 0
Best of Category -2.3 -0.5 -5.4 1.7 13.5 22.9 20.1
Worst of Category -9.5 -9.6 -21.2 -23.3 -3.6 6.5 10.1
Benchmark returns # -4.5 -3.4 -11.2 -4.6 6.6 13.4 13
Difference of Fund returns and Benchmark returns -0.1 -0.2 -2.5 -6.8 -0.2 4.1 0
# Benchmark Index: Nifty 500

Investment Information

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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 15, 2015

  • Benchmark:

    Nifty 500

  • Asset size (Rs Cr):

    197.15 ( Dec 31, 2018 )

  • Asset Date:

    Dec 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Gautam Sinha Roy / Snigdha Sharma
    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. Motilal Oswal Mutual Fund has announced that Snigdha Sharma has been appointed as an Associate Fund Manager and Key Personnel of the company, with effect from 23 July 2018.

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Axis Long Term Equity Fund - Regular Plan (G) 15,430.60 40.4 -2.5 -10.5 -0.2 13.2 18.7
Axis Long Term Equity Fund - Direct Plan (G) 1,542.70 43.4 -2.3 -10.1 0.8 14.4 20.1
Reliance Tax Saver (ELSS) Fund (G) 8,946.75 49.2 -9.6 -14.5 -23.3 8.1 15.3
Reliance Tax Saver (ELSS) Fund - Direct Plan (G) 701.20 51.7 -9.4 -14.1 -22.6 9.1 16.2
Aditya Birla Sun Life Tax Relief '96 - Direct Plan (G) 827.71 31.1 -1.8 -9.1 -4.0 15.7 19.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Dec 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 17.82 8.59
Infosys Technology 13.32 6.95
HDFC Banking/Finance 14.42 6.42
Larsen Engineering 11.41 5.85
IndusInd Bank Banking/Finance 12.13 5.50
Eicher Motors Automotive 8.38 4.07
Maruti Suzuki Automotive 8.44 4.06
Bajaj Finance Banking/Finance 8.42 4.04
Max Financial Manufacturing 7.51 3.62
Eris Life Pharmaceuticals 7.49 3.61
Asset Allocation (%) As on Dec 31, 2018
Equity 96.03
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.99
Sector Allocation (%) As on Dec 31, 2018
Sector %
Banking/Finance 29.85
Technology 12.98
Automotive 12.98
Engineering 9.24
Oil & Gas 7.40
Pharmaceuticals 6.45
Concentration As on Dec 31, 2018
Holdings %
Top 5 33.31
Top 10 96.03
Sectors %
Top 3
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