motilal oswal long term equity (Equity, Equity Elss)

Moderately High
3 yrs 9 monthsStarted on:21 Jan 2015
₹ 1137.07 Cras on: 19 Sep 2018
Long Term Horizon
2.34%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

Exit Load

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Tenure

TenureReturns (CAGR)
2 YR15.63
3 YR16.87

SIP Returns

TenureReturns (CAGR)
2 YR8.12
3 YR14.63

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.8.73
HDFC Bank Ltd.8.41
Infosys Ltd.7.87
Indusind Bank Ltd.6.55
Tata Elxsi Ltd.5.05
Eicher Motors Ltd.4.85
Maruti Suzuki India Ltd.4.77
Petronet LNG Ltd.4.34
Eris Lifesciences Ltd3.89
Max Financial Services Ltd.3.7

Top Sectoral Holdings

Sector Name% Assets
Financial43
Technology14.91
Automobile13.42
Energy9.37
Healthcare5.72
Cons Durable4.52
FMCG2.34
Engineering2.01
Services1.73

Indicators

LabelValue
Standard Deviation12.36%
Beta0.78%
Sharpe Ratio0.91

Gautam Sinha Roy,Snigdha Sharma

Mr. Roy is MBA, Bachelor of Engineering & CFAMs. Sharma is a MBA (Finance) and B.Tech. (Mechanical)
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.

Other Funds Managed by Gautam Sinha Roy,Snigdha Sharma

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