Moneycontrol

Markets

  • Sensex
    35470.35
    -219.25 (-0.61%)
  • Nifty
    10762.45
    -59.40 (-0.55%)
you are here: Moneycontrol Mutual Funds ELSS Motilal Oswal Mutual Fund Motilal Oswal Long Term Equity Fund - Regular Plan (G)

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

Previous Name: Motilal Oswal MOSt Focused Long Term Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended
Buy
17.828 0.09 ( 0.54 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
Success
Alert
Please select a Day.
Info

Not Ranked

The scheme is Not Ranked in ELSS category by Crisil (for quarter ended Mar 2018 ) 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.

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 0.5 47
3 Months 2.4 65
6 Months -1.5 26
1 Year 10.3 37
2 Years 25.1 3
3 Years 17.5 2
5 Years - -

# Moneycontrol Rank within 117 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 -1.7 - - - -
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

Return Calculator SIP Calculator

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.5 2.4 -1.5 10.3 10.3 25.1 17.5
Category average -0.1 0.7 -4.6 6.4 13.3 8.6 12.4
Difference of Fund returns and Category returns 0.6 1.7 3.1 3.9 -3 16.5 5.1
Best of Category 3.7 9.4 5.1 20.1 26.8 19.1 25.7
Worst of Category -4.4 -5.5 -17.1 -6 9.9 3.5 7.8
Benchmark returns # 1.7 4.4 -1.4 10.4 16.3 10.5 16.4
Difference of Fund returns and Benchmark returns -1.2 -2 -0.1 -0.1 -6 14.6 1.1
# 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:

    May 01, 0015

  • Benchmark:

    NIFTY 500

  • Asset size (Rs Cr):

    671.17 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • 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:

    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

  • 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) 14,939.31 43.5 9.2 4.4 16.9 12.4 24.3
Axis Long Term Equity Fund - Direct Plan (G) 1,176.21 46.3 9.4 4.9 18.2 13.6 25.7
Reliance Tax Saver (ELSS) Fund (G) 9,729.27 56.7 -2.3 -17.1 -2.0 7.3 20.8
Reliance Tax Saver (ELSS) Fund - Direct Plan (G) 706.48 59.2 -2.0 -16.7 -1.0 8.2 21.8
HDFC Tax Saver - Direct Plan (G) 521.59 523.8 1.4 -9.3 3.4 9.8 18.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 92.49 9.09
HDFC Banking/Finance 96.81 8.68
IndusInd Bank Banking/Finance 58.42 7.27
Eicher Motors Automotive 47.31 5.49
Maruti Suzuki Automotive 77.47 5.36
BPCL Oil & Gas 47.11 4.62
Quess Corp Engineering 46.87 4.58
Interglobe Avi Services 57.09 4.44
ICICI Lombard Conglomerates 49.19 4.42
Eris Life Pharmaceuticals 48.77 4.40
Asset Allocation (%) As on May 31, 2018
Equity 98.14
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.85
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 30.87
Automotive 16.21
Oil & Gas 10.94
Pharmaceuticals 7.99
Engineering 6.76
Technology 6.28
Concentration As on May 31, 2018
Holdings %
Top 5 35.89
Top 10 98.14
Sectors %
Top 3 58.02
News & Videos
Videos
Forum | Add a comment...

See More

active boarders
arvind151

arvind151

Platinum Member

42003 Messages

See More

What`s Your Opinion

Will you invest in a IT-dedicated Mutual Fund scheme?

  • Yes
  • No

Submit

See More

Last Visited
Sections
Follow us on
Available On