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

Moderately High
5 yrs 5 monthsStarted on:21 Jan 2015
₹ 1411.09 Cras on: 21 May 2020
Long Term Horizon
2.11%
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)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.61
HDFC Bank Ltd.8.38
United Breweries Ltd.5.51
Jubilant FoodWorks Ltd.5.24
Torrent Pharmaceuticals Ltd.4.81
Hindustan Unilever Ltd.4.43
Axis Bank Ltd.4.33
Muthoot Finance Ltd.4.22
Larsen & Toubro Ltd.4.03
Maruti Suzuki India Ltd.3.8

Top Sectoral Holdings

Sector Name% Assets
Financial40.16
Construction12.45
FMCG9.94
Healthcare8.45
Services8.26
Cons Durable5.47
Automobile3.8
Textiles3.09
Energy2.09
Chemicals1.54

Indicators

LabelValue
Portfolio turnover ratio80
Standard Deviation21.02%
Beta0.93%

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.