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 Rank 2

Background of Motilal Oswal Long Term Equity Fund – Regular Plan

Name of Fund Motilal Oswal Long Term Equity Fund – Regular Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: ELSS\
Fund Manager Gautam Sinha Roy
Launch Date 1-Jan-2015

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  1. Invest in Mutual FundOpen Demat Account


Motilal Oswal Long Term Equity Fund – Regular Plan Performance

Risk Grade Low
Return Grade High
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/Securities 33
Total Bonds
Avg Market Cap (in cr) 75767
Portfolio P/B Ratio 4.69
Portfolio P/E Ratio 24.64
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

Equity 96.79%
Debt 0.00%
Cash 3.21%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

MO Long Term Equity Fund – Regular Plan Risk Analysis

Standard Deviation 14.26
Sharpe Ratio 0.56
Beta 0.84
R Square 0.82
Alpha 2.59

MO Long Term Equity Fund – Regular Plan NAV – Yearly

2018 16.6
2017 18.18
2016 12.63
2015 11.23
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

2018 1112
2017 721
2016 207.000%
2015 86.780%
2014

Motilal Oswal Long Term Equity Fund – Regular Plan Expense Ratio

2018 2.980%
2017 3.230%
2016 3.260%
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 Q1 17.130%
2017 Q2 7.980%
2017 Q3 5.200%
2017 Q4 8.350%
2016 Q1 -5.540%
2016 Q2 10.150%
2016 Q3 12.430%
2016 Q4 -3.860%
2015 Q1
2015 Q2 2.790%
2015 Q3 0.750%
2015 Q4 1.250%
2014 Q1
2014 Q2
2014 Q3
2014 Q4

Find details on other Mutual Funds

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Long Term Equity Fund – Regular Plan Weightage by Sector

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

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

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

Motilal Oswal Long Term Equity Fund – Regular Plan Investment Information

AMC Motilal Oswal Asset Management Company Ltd.
Registrar Karvy Fintech Pvt Ltd.
Minimum Investment 500
Minimum SIP Investment 500
Exit Load NIL

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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