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Latest NAV & returns of MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED

Motilal Oswal Long Term Equity Fund - Direct Plan - Growth

previously known as Motilal Oswal MOSt Focused L/T Dir Gr until
17.959 (-0.404%)
NAV on March 22, 2019
Category Equity:
ELSS (Tax Savings)
Investment StyleBox
Large Growth
Total Assets 1,175 cr
Turnover Ratio 35.79%
Expense Ratio 0.74%
Exit Load NIL
Returns
  • 1M: 7.10%
  • 1Y: -1.35%
  • 3M: 3.32%
  • 3Y: 18.95%
  • 6M: -1.00%
  • 5Y: N/A
Min Investment 500
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Abhiroop Mukherjee (Since about 4 years) Gautam Roy (Since about 4 years) Snigdha Sharma (Since 8 months)
ISIN INF247L01569
Fund Family Motilal Oswal
P/E Ratio 24.28
P/B Ratio 4.19
Launch Date January 21, 2015
Benchmark IISL Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL Nifty 500 TR INR

Alpha 4.07
Beta 0.84
R-Squared 77.03
Info Ratio 0.35
Tracking Err 6.70
Sortino 1.954
Sharpe 1.149
Std Dev 13.193
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 42.84%
Industrial 12.32%
Technology 12.18%
Basic Materials 0.0%
Consumer Cyclical 14.85%
Utilities Services 0.0%
Healthcare Services 6.41%
Energy Services 7.19%
Communication Services 0.00%
Consumer Defensive 4.21%
Real Estate 0.00%
INVESTMENT OBJECTIVE

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Elss (Tax Savings) Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Mirae
Mirae Asset Tax Saver Fund -Direct Plan-Growth
18.136 12.56% 1,381 cr 0.80% Average
Axis
Axis Long Term Equity Fund Direct Plan Growth Option
46.086 9.05% 17,426 cr 0.95% Average
Religare invesco mutual fund
Invesco India Tax Plan - Direct Plan - Growth
55.230 8.96% 712 cr 0.99% Average
Birla new
Aditya Birla Sun Life Tax Relief 96 Growth Direct Plan
32.920 4.28% 7,561 cr 1.06% Average
Birla new
Aditya Birla Sun Life Tax Plan Growth Direct Plan
41.190 3.70% 630 cr 1.51% Average
Motilal
Motilal Oswal Long Term Equity Fund - Direct Plan - Growth
17.959 -1.35% 1,175 cr 0.74% Below Average
Hdfc
HDFC Long Term Advantage Fund -Direct Plan - Growth Option
371.106 9.48% 1,425 cr 1.51% Average
Best Elss (Tax Savings) Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Canara robeco mutual fund
Canara Robeco Equity Taxsaver - Direct Plan - Growth Option
66.660 13.54% 851 cr 1.54% Below Average
Mirae
Mirae Asset Tax Saver Fund -Direct Plan-Growth
18.136 12.56% 1,381 cr 0.8% Average
Esselnewlogo
Essel Long Term Advantage Fund Direct Growth
15.041 11.03% 54 cr 1.51% Below Average
Kotak
Kotak Tax Saver-Scheme-Growth - Direct
46.629 9.90% 791 cr 1.34% Average
Hdfc
HDFC Long Term Advantage Fund -Direct Plan - Growth Option
371.106 9.48% 1,425 cr 1.51% Average
Icici
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan Growth
396.250 9.28% 5,614 cr 1.34% Low
Axis
Axis Long Term Equity Fund Direct Plan Growth Option
46.086 9.05% 17,426 cr 0.95% Average


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