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Motilal Oswal Long Term Equity Fund – Regular Plan – Analyse AUM, NAV, Returns & more

Motilal Oswal Long Term Equity Fund – Regular Plan is an Open-ended, ELSS category fund launched in 2015 by Motilal Oswal Mutual Fund. The fund manager name is Gautam Sinha Roy. The risk in this fund is low but the returns are high. In this article, we will do a detailed analysis of the Motilal Oswal Long Term Equity Fund – Regular Plan, we will dig deep into its AUM, NAV Returns & more.

Motilal Oswal Long Term Equity Fund - Regular Plan


Motilal Oswal Long Term Equity Fund – Regular Plan Ranking

Crisil MF Rank2

Background of Motilal Oswal Long Term Equity Fund – Regular Plan

Name of FundMotilal Oswal Long Term Equity Fund – Regular Plan
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: ELSS\
Fund ManagerGautam Sinha Roy
Launch Date1-Jan-2015

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Motilal Oswal Long Term Equity Fund – Regular Plan Performance

Risk GradeLow
Return GradeHigh
NAV (as on current Date)Rs. 16.60 as on Dec 14, 2018
Net Asset (as on current date)Rs. 1128.8 crore as on Nov 30, 2018

MO Long Term Equity Fund – Regular Plan Portfolio Characteristics

Total Stock/Securities33
Total Bonds
Avg Market Cap (in cr)75767
Portfolio P/B Ratio4.69
Portfolio P/E Ratio24.64
3Y Earning Growth (%)23.61
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

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MO Long Term Equity Fund – Regular Plan Composition

Equity96.79%
Debt0.00%
Cash3.21%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

MO Long Term Equity Fund – Regular Plan Risk Analysis

Standard Deviation14.26
Sharpe Ratio0.56
Beta0.84
R Square0.82
Alpha2.59

MO Long Term Equity Fund – Regular Plan NAV – Yearly

201816.6
201718.18
201612.63
201511.23
2014
52 Week High (NAV)18.520%
52 Week Low (NAV)15.2

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MO Long Term Equity Fund – Regular Plan Returns – Yearly

2018
2017
2016
2015
2014-3.19%

MO Long Term Equity Fund – Regular Plan AUM

20181112
2017721
2016207.000%
201586.780%
2014

Motilal Oswal Long Term Equity Fund – Regular Plan Expense Ratio

20182.980%
20173.230%
20163.260%
2015
2014

Motilal Oswal Long Term Equity Fund – Regular Plan Quarterly Returns

2018 Q1-2.160%
2018 Q2-1.310%
2018 Q3-5.940%
2018 Q4
2017 Q117.130%
2017 Q27.980%
2017 Q35.200%
2017 Q48.350%
2016 Q1-5.540%
2016 Q210.150%
2016 Q312.430%
2016 Q4-3.860%
2015 Q1
2015 Q22.790%
2015 Q30.750%
2015 Q41.250%
2014 Q1
2014 Q2
2014 Q3
2014 Q4

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Long Term Equity Fund – Regular Plan Weightage by Sector

1Financial (43.63%)
2Technology (13.42%)
3Automobile (12.78%)
4Energy (6.88%)
5Healthcare (6.26%)
6Construction(4.88%)
7Cons Durable (4.38%)
8FMCG (2.34%)
9Engineering (1.44%)
10Services (0.78%)

Motilal Oswal Long Term Equity Fund – Regular Plan Weightage by Securities Holding

1HDFC Bank (8.85%)
2HDFC (7.74%)
3Infosys (7.23%)
4Indusind Bank (5.58%)
5Larsen & Toubro (4.8%)
6Maruti Suzuki India (4.09%)
7Bajaj Finance (3.98%)
8Eicher Motors (3.88%)
9Max Financial Services (3.73%)
10ICICI Lombard General (3.39%)

Motilal Oswal Long Term Equity Fund – Regular Plan Investment Information

AMCMotilal Oswal Asset Management Company Ltd.
RegistrarKarvy Fintech Pvt Ltd.
Minimum Investment500
Minimum SIP Investment500
Exit LoadNIL

Conclusion:

“The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.”


Invest in Motilal Oswal Long Term Equity Fund – Regular Plan – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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