Last NAV: 16.6439

MOTILAL OSWAL LONG TERM EQUITY FUND - REGULAR PLAN   -   Growth

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
12.59% 0.00% 15.18% -5.74% 0.33% -1.84%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.88 1.20 0.69 14.24% -18.16% 66.04%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   1,339.03   Cr.
Inception Date 15/01/2015
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
TurnOver 34
Expense Ratio 1.96

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 7.59 -1.18 -1.84 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.33
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)

Akash Singhania Motilal

  • Job Since 08/04/2019 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
  • Education Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.

Akash Singhania Motilal

  • Job Since 08/04/2019 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
  • Education Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.

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