Motilal Oswal Long Term Equity Fund (Equity, Equity Elss)

Moderately High
5 yrs 1 monthsStarted on:21 Jan 2015
₹ 1647.95 Cras on: 20 Jan 2020
Long Term Horizon
2.12%
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)
YTD1.94
1 Month2.62
3 Month6.80
1 YR17.21
2 YR2.00
3 YR13.39

SIP Returns

TenureReturns (CAGR)
1 YR23.24
2 YR10.29
3 YR8.57

Portfolio

Company Name% Assets
ICICI Bank Ltd.10.45
HDFC Bank Ltd.9.11
Axis Bank Ltd.7.81
Maruti Suzuki India Ltd.4.92
Kotak Mahindra Bank Ltd.4.6
United Breweries Ltd.4.38
HDFC Life Insurance Co Ltd.4.18
Larsen & Toubro Ltd.4.01
Hindustan Unilever Ltd.3.56
Jubilant FoodWorks Ltd.3.51

Top Sectoral Holdings

Sector Name% Assets
Financial48.12
FMCG7.93
Construction7.46
Cons Durable7.4
Healthcare7.12
Services6.35
Automobile4.92
Chemicals3.74
Textiles3.41
Engineering1.96

Indicators

LabelValue
Portfolio turnover ratio80
Standard Deviation13.04%
Beta0.87%
Sharpe Ratio0.65

Aditya Khemani

Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Prior to joining Kotak AMC, he worked with SBI Mutual Funds, Prudential ICICI Asset Management India Pvt. Ltd. and Morgan Stanley Advantage Service India Pvt. Ltd.