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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
Buy
18.779 0.15 ( 0.78 %)
NAV as on 17 Jul, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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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.

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Returns (NAV as on Jul 17, 2018)
Period Returns(%) Rank#
1 Month -0.4 37
3 Months -1.6 44
6 Months -2.0 13
1 Year 10.3 23
2 Years 23.6 1
3 Years 17.1 1
5 Years - -

# Moneycontrol Rank within 119 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 - - -
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 (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -0.4 -1.6 -2 10.3 23.6 17.1 0
Category average -2.7 -4.5 -6.9 3.3 10.7 6.7 11.6
Difference of Fund returns and Category returns 2.3 2.9 4.9 7 12.9 10.4 0
Best of Category 0.8 2.7 5.1 18.5 23.1 17 24.9
Worst of Category -7.6 -15.1 -23.3 -12.8 5.3 3.2 7.8
Benchmark returns # 0 -0.2 -3.8 7.6 14 9.2 15.2
Difference of Fund returns and Benchmark returns -0.4 -1.4 1.8 2.7 9.6 7.9 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:

    May 01, 0015

  • Benchmark:

    NIFTY 500

  • Asset size (Rs Cr):

    162.88 ( Jun 30, 2018 )

  • Asset Date:

    Jun 30, 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) 15,748.14 44.3 3.3 4.2 17.7 11.7 23.7
Axis Long Term Equity Fund - Direct Plan (G) 1,349.00 47.2 3.5 4.7 19.0 12.9 25.1
Reliance Tax Saver (ELSS) Fund (G) 9,412.28 53 -12.4 -23.3 -11.8 3.2 19.3
Reliance Tax Saver (ELSS) Fund - Direct Plan (G) 713.15 55.3 -12.2 -22.9 -10.9 4.1 20.3
HDFC Tax Saver (G) 6,276.17 491.8 -4.3 -11.8 -2.4 6.9 17.2
*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
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