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

Moderately High
4 yrs 8 monthsStarted on:21 Jan 2015
₹ 1339.11 Cras on: 22 Aug 2019
Long Term Horizon
2.21%
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)
3 YR8.46

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.08
ICICI Bank Ltd.6.1
Housing Development Finance Corpn. Ltd.5.99
Infosys Ltd.5.91
Larsen & Toubro Ltd.5.28
HDFC Life Insurance Co Ltd.4.32
Asian Paints Ltd.3.98
Kotak Mahindra Bank Ltd.3.97
Bajaj Finance Ltd.3.93
Axis Bank Ltd.3.44

Top Sectoral Holdings

Sector Name% Assets
Financial48.67
Technology9.2
Chemicals6.73
Automobile6.13
FMCG5.59
Construction5.28
Cons Durable4.98
Textiles3.26
Engineering2.89
Healthcare1.86

Indicators

LabelValue
Portfolio turnover ratio49
Standard Deviation13.1%
Beta0.85%
Sharpe Ratio0.26

Akash Singhania

Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
Prior to joining Motilal Oswal Mutual Fund, He was associated with PGIM India as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).

Other Funds Managed by Akash Singhania