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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
Buy
17.931 0.11 ( 0.63 %)
NAV as on 20 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 20, 2018)
Period Returns(%) Rank#
1 Month 0.9 27
3 Months -1.0 30
6 Months -2.6 17
1 Year 8.7 25
2 Years 21.4 3
3 Years 15.4 2
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 -1.7 -1.8 - - -
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 (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.9 -1 -2.6 8.7 21.4 15.4 0
Category average -1.7 -4.8 -7.5 3.1 10.7 6.7 11.5
Difference of Fund returns and Category returns 2.6 3.8 4.9 5.6 10.7 8.7 0
Best of Category 3 4.2 5.1 19.4 23.1 17.1 25.3
Worst of Category -6.9 -14.7 -23.7 -12.3 5.4 3.2 7.8
Benchmark returns # 0.1 -0.7 -5.1 7.5 13.4 9.1 14.9
Difference of Fund returns and Benchmark returns 0.8 -0.3 2.5 1.2 8 6.3 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):

    802.54 ( 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 44.6 4.0 2.9 18.1 11.9 23.9
Reliance Tax Saver (ELSS) Fund (G) 9,412.28 53 -12.8 -23.9 -12.3 3.2 19.4
HDFC Tax Saver (G) 6,276.17 492 -4.8 -12.7 -2.7 6.9 17.1
SBI Magnum Tax Gain Scheme (G) 5,932.31 133.3 -6.8 -12.9 -3.6 4.0 15.3
Aditya Birla Sun Life Tax Relief '96 (G) 5,385.75 31.1 -2.8 -3.6 10.1 11.8 22.0
*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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