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

Moderately High
5 yrs 2 monthsStarted on:21 Jan 2015
₹ 1724.89 Cras on: 25 Feb 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)
YTD2.22
3 Month3.70
1 YR20.09
2 YR4.13
3 YR10.68

SIP Returns

TenureReturns (CAGR)
1 YR19.86
2 YR10.3
3 YR8.04
5 YR11.87

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.74
HDFC Bank Ltd.8.39
Axis Bank Ltd.7.22
Larsen & Toubro Ltd.5.03
Maruti Suzuki India Ltd.4.41
AU Small Finance Bank Ltd.4.32
Jubilant FoodWorks Ltd.4.27
United Breweries Ltd.4.16
Torrent Pharmaceuticals Ltd.4.01
Hindustan Unilever Ltd.3.6

Top Sectoral Holdings

Sector Name% Assets
Financial47.52
Construction10.54
Healthcare8.94
FMCG7.76
Cons Durable7.57
Services7.2
Automobile4.41
Textiles3.4
Chemicals2

Indicators

LabelValue
Portfolio turnover ratio80
Standard Deviation12.62%
Beta0.85%
Sharpe Ratio0.56

Aditya Khemani

Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.