Last NAV: 16.3495

MOTILAL OSWAL LONG TERM EQUITY FUND - REGULAR PLAN   -   Growth

(Old Name : MOTILAL OSWAL MOST FOCUSED LONG TERM FUND - REGULAR PLAN )

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
-3.90% 0.00% 0.00% -16.14% -12.94% 0.00%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
-0.18 -0.20 -0.10 21.28% -37.82% 59.38%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   1,598.80   Cr.
Inception Date 15/01/2015
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
TurnOver 60
Expense Ratio 2.15

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 1.41 -2.04 -1.00 3.74 -1.35 -3.56 3.63 -0.73 -8.57 -4.78 5.29 0.24 -8.25
2019 -4.49 0.64 7.58 -1.17 1.99 0.23 -6.19 2.27 6.71 4.23 0.23 1.30 13.20
2020 2.80 -3.96 -26.99 10.16 -2.92 7.60 3.43 1.48 0.00 0.00 0.00 0.00 -12.94
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

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About Fund Managers:

Aditya Khemani Motilal

  • Job Since 06/09/2019
  • About Mr. Khemani has dpne B.Com (Hons) and PGDM from IIM Lucknow. Prior to joining Kotak AMC he worked with SBI Mutual Funds Prudential ICICI Asset Management India Pvt. Ltd. and Morgan Stanley Advantage Service India Pvt. Ltd.

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