Last NAV: 15.2998

MOTILAL OSWAL LONG TERM EQUITY FUND - REGULAR PLAN   -   Dividend

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

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
13.51% 0.00% 18.04% -5.01% 2.07% 6.18%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.89 1.16 0.74 15.14% -18.16% 68.63%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   1,174.78   Cr.
Inception Date 15/01/2015
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2015 2.91 1.34 1.66 -4.76 7.43 0.45 5.74 -6.40 1.80 -0.38 0.61 1.02 11.18
2016 -6.83 -6.25 8.15 4.04 3.01 2.78 7.56 2.31 2.16 2.80 -5.21 -1.34 12.47
2017 6.97 4.28 5.00 4.50 2.46 0.85 5.46 1.11 -1.48 1.62 1.71 4.84 43.96
2018 0.88 -2.32 -0.71 3.74 -1.35 -3.56 3.63 -0.73 -8.57 -4.78 5.29 0.24 -8.73
2019 -4.49 0.64 6.18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.07
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Snigdha Sharma Motilal

  • Job Since 23/07/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.
  • Education Ms. Sharma is a MBA (Finance) and B.Tech. (Mechanical)

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