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

Moderately High
4 yrs 9 monthsStarted on:21 Jan 2015
₹ 1500.24 Cras on: 18 Oct 2019
Long Term Horizon
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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TenureReturns (CAGR)
1 Month9.43
3 Month6.20
1 YR14.15
2 YR2.36
3 YR9.75

SIP Returns

TenureReturns (CAGR)
1 YR15.52
2 YR4.27
3 YR6.28


Company Name% Assets
HDFC Bank Ltd.9.65
ICICI Bank Ltd.9.24
Axis Bank Ltd.6.27
HDFC Life Insurance Co Ltd.5.21
Larsen & Toubro Ltd.5
Kotak Mahindra Bank Ltd.4.93
Maruti Suzuki India Ltd.4.92
Asian Paints Ltd.4.11
Bajaj Finance Ltd.4.01
Hindustan Unilever Ltd.3.96

Top Sectoral Holdings

Sector Name% Assets
Cons Durable7.6


Portfolio turnover ratio64
Standard Deviation13.52%
Sharpe Ratio0.38

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.