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

Moderately High
5 yrs 3 monthsStarted on:21 Jan 2015
₹ 1685.97 Cras on: 27 Mar 2020
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)

SIP Returns

TenureReturns (CAGR)


Company Name% Assets
ICICI Bank Ltd.9.42
HDFC Bank Ltd.8.24
Axis Bank Ltd.6.71
Torrent Pharmaceuticals Ltd.4.89
AU Small Finance Bank Ltd.4.83
Larsen & Toubro Ltd.4.47
United Breweries Ltd.4.19
Jubilant FoodWorks Ltd.4.06
Maruti Suzuki India Ltd.3.73
Muthoot Finance Ltd.3.6

Top Sectoral Holdings

Sector Name% Assets
Cons Durable7.79


Portfolio turnover ratio80
Standard Deviation12.8%
Sharpe Ratio0.34

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.