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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 | AMFI Code: 133385
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16.172 0.02 ( 0.13 %)
NAV as on 16 Nov, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Sep 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 Nov 16, 2018)
Period Returns(%) Rank#
1 Month 1.1 67
3 Months -10.5 109
6 Months -10.6 99
1 Year -2.6 46
2 Years 14.5 20
3 Years 14.3 7
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 -1.7 -1.8 -5.6 - -
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

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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 1.1 -10.5 -10.6 -2.6 14.5 14.3 0
Category average 2.2 -7.7 -6.7 -3.6 9.5 7.8 10.3
Difference of Fund returns and Category returns -1.1 -2.8 -3.9 1 5 6.5 0
Best of Category 4.5 -1.7 1.6 6.8 20.4 16.9 23
Worst of Category -1 -16 -16.7 -17.2 4.9 5.8 11
Benchmark returns # 1.1 -7.1 -3.6 -0.8 13.9 11.1 13.6
Difference of Fund returns and Benchmark returns 0 -3.4 -7 -1.8 0.6 3.2 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):

    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 / 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) 14,939.31 41.5 -7.7 -3.8 4.7 11.9 20.8
Reliance Tax Saver (ELSS) Fund (G) 9,729.27 54.5 -3.8 -6.2 -17.2 7.3 19.3
Reliance Tax Saver (ELSS) Fund - Direct Plan (G) 706.48 57 -3.6 -5.8 -16.4 8.2 20.3
HDFC Tax Saver - Direct Plan (G) 521.59 513.6 -5.2 -2.9 -6.8 10.5 16.1
HDFC Tax Saver (G) 6,563.84 495.1 -5.4 -3.2 -7.5 9.7 15.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Infosys Technology 71.90 8.88
HDFC Bank Banking/Finance 79.96 8.73
HDFC Banking/Finance 81.33 7.85
IndusInd Bank Banking/Finance 53.49 5.84
Tata Elxsi Technology 39.75 4.34
Petronet LNG Oil & Gas 38.01 4.19
Eris Life Pharmaceuticals 37.18 4.17
Eicher Motors Automotive 38.38 4.15
Maruti Suzuki Automotive 38.19 4.06
ICICI Lombard Conglomerates 35.81 3.91
Asset Allocation (%) As on Sep 29, 2018
Equity 97.62
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.36
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 28.05
Technology 17.60
Automotive 12.42
Oil & Gas 9.55
Engineering 6.32
Pharmaceuticals 6.24
Concentration As on Sep 29, 2018
Holdings %
Top 5 35.64
Top 10 97.62
Sectors %
Top 3
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