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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
18.133 0.09 ( 0.50 %)
NAV as on 14 Aug, 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 Jun 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 Aug 14, 2018)
Period Returns(%) Rank#
1 Month 1.3 108
3 Months - -
6 Months 0.9 57
1 Year 8.8 64
2 Years 20.8 4
3 Years 15.6 4
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 (ELSS)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.3 0 0.9 8.8 20.8 15.6 0
Category average 2.7 -0.6 -0.3 9.9 11.3 8.2 12.6
Difference of Fund returns and Category returns -1.4 0 1.2 -1.1 9.5 7.4 0
Best of Category 6.7 7.9 11.4 22.3 24.1 17.3 26.6
Worst of Category -2.6 -7.9 -12.9 -4.1 8 3.5 7.8
Benchmark returns # 5.4 3.6 4.3 13.9 15.1 11 17.2
Difference of Fund returns and Benchmark returns -4.1 0 -3.4 -5.1 5.7 4.6 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):

    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 45.2 4.9 10.9 20.0 11.6 25.1
Reliance Tax Saver (ELSS) Fund - Direct Plan (G) 706.48 59.5 -3.2 -12.5 -3.2 7.6 23.9
Reliance Tax Saver (ELSS) Fund (G) 9,729.27 57 -3.5 -12.9 -4.1 6.6 22.9
Axis Long Term Equity Fund - Direct Plan (G) 1,176.21 48.2 5.1 11.4 21.2 12.8 26.6
HDFC Tax Saver (G) 6,563.84 523.4 0.6 -2.3 5.5 9.1 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
HDFC Banking/Finance 78.88 9.20
HDFC Bank Banking/Finance 79.57 9.12
IndusInd Bank Banking/Finance 63.40 7.33
Maruti Suzuki Automotive 44.46 5.67
Eicher Motors Automotive 49.04 5.14
Infosys Technology 35.63 5.12
Tata Elxsi Technology 37.10 4.87
Quess Corp Engineering 44.28 4.29
Petronet LNG Oil & Gas 36.93 4.27
ICICI Lombard Conglomerates 42.12 4.12
Asset Allocation (%) As on Jun 30, 2018
Equity 96.30
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.69
Sector Allocation (%) As on Jun 30, 2018
Sector %
Banking/Finance 32.17
Automotive 14.51
Technology 9.99
Oil & Gas 9.72
Pharmaceuticals 6.95
Engineering 5.77
Concentration As on Jun 30, 2018
Holdings %
Top 5 36.46
Top 10 96.3
Sectors %
Top 3 56.67
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