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Latest NAV & returns of MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED

Motilal Oswal Long Term Equity Fund Direct Plan Growth

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previously known as Motilal Oswal MOSt Focused L/T Dir Gr until

29.491 (0.630%)
NAV on March 21, 2023
Category Equity:
ELSS (Tax Savings)
Investment StyleBox
Large Growth
Total Assets 2,188 cr
Turnover Ratio 30.00%
Expense Ratio 0.78%
Exit Load -
Returns
  • 1M: -2.35%
  • 1Y: 8.48%
  • 3M: -3.52%
  • 3Y: 24.95%
  • 6M: -1.50%
  • 5Y: 10.00%
Min Investment 500
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ADDITIONAL INFO
Fund Manager Aditya Khemani (Since over 3 years) Rakesh Shetty (Since 4 months)
ISIN INF247L01569
Fund Family Motilal Oswal
P/E Ratio 26.99
P/B Ratio 4.38
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 -2.31
Beta 0.98
R-Squared 92.68
Info Ratio -0.51
Tracking Err 6.28
Sortino 0.706
Sharpe 0.522
Std Dev 23.098
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 28.73%
Industrial 7.55%
Technology 6.93%
Basic Materials 8.7%
Consumer Cyclical 24.73%
Utilities Services 3.1%
Healthcare Services 14.68%
Energy Services 0.00%
Communication Services 0.00%
Consumer Defensive 5.59%
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
Ppfas
Parag Parikh Tax Saver Fund Direct Growth
20.550 8.67% 1,147 cr 0.80% Below Average
Pgim india
PGIM India ELSS Tax Saver Fund Dir Gr
26.250 2.90% 451 cr 1.00% Average
Dsp
DSP Tax Saver Fund Direct Plan Growth
86.267 1.77% 10,129 cr 0.81% Above Average
Boi axa
Bank of India Tax Advantage Fund Direct Plan Growth
108.780 0.93% 677 cr 1.31% Below Average
Mirae
Mirae Asset Tax Saver Fund -Direct Plan-Growth
33.019 0.63% 14,043 cr 0.58% Above Average
L t mutual fund
HSBC ELSS Fund Direct Plan Growth Option
81.929 -0.57% 3,007 cr 1.16% Above Average
Best Elss (Tax Savings) Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Hdfc
HDFC TaxSaver -Direct Plan - Growth Option
841.792 10.51% 9,723 cr 1.15% Average
Sbi
SBI Long Term Equity Fund Direct Growth
246.280 8.70% 12,073 cr 1.07% Average
Ppfas
Parag Parikh Tax Saver Fund Direct Growth
20.550 8.67% 1,147 cr 0.8% Below Average
Motilal
Motilal Oswal Long Term Equity Fund Direct Plan Growth
29.491 8.48% 2,188 cr 0.78% Above Average
Taurus mutual fund
Taurus Tax Shield-Direct Plan-Growth Option
126.180 7.34% 60 cr 1.73% Below Average
Idfc
Bandhan Tax Advantage (ELSS) Fund - Direct Plan - Growth
109.084 3.03% 4,024 cr 0.75% High
Pgim india
PGIM India ELSS Tax Saver Fund Dir Gr
26.250 2.90% 451 cr 1.0% Average


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