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 Ranking
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 |
Invest in Motilal Oswal Long Term Equity Fund – Regular Plan – Fill up the Form Below
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 |
|
Know about other Mutual Funds
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 |
Get detailed analysis of other Mutual Funds
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
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
More on Mutual Funds
Most Read Articles:
