Motilal Oswal MOSt Focused Long Term Fund (Equity, Equity Tax Saving)

Moderately High
3 yrs 5 monthsStarted on:21 Jan 2015
₹ 1044.84 Cras on: 22 May 2018
Long Term Horizon
2.16%
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 Month0.78
1 YR16.70
2 YR26.84
3 YR18.03

SIP Returns

TenureReturns (CAGR)
1 YR5.38
2 YR17.97
3 YR19.96

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.9.09
HDFC Bank Ltd.8.36
Indusind Bank Ltd.6.9
Maruti Suzuki India Ltd.5.64
Eicher Motors Ltd.5.42
Interglobe Aviation Ltd.5.15
Quess Corp Ltd.4.67
ICICI Lombard General Insurance Comapny Ltd.4.54
Tata Elxsi Ltd.4.47
Bharat Petroleum Corpn. Ltd.4.46

Top Sectoral Holdings

Sector Name% Assets
Financial45.56
Automobile16.67
Energy10.01
Healthcare8.43
Services5.15
Technology4.47
FMCG3.95
Cons Durable2.07
Engineering1.75

Indicators

LabelValue
Portfolio turnover ratio33
Standard Deviation13.32%
Beta0.85%
Sharpe Ratio1.24

Gautam Sinha Roy

Mr. Roy is MBA, Bachelor of Engineering & CFA
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.

Other Funds Managed by Gautam Sinha Roy

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