Last NAV: 16.9328

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
13.51% 0.00% 18.04% -5.01% 2.07% 6.18%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.94 1.27 0.74 14.34% -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
TurnOver 36
Expense Ratio 2.01

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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