Overview (as on 04 Aug 2021)

NAV

₹28.5654

1y returns

64.295%

Fund AUM

₹2,185 Cr

Expense Ratio

0.77%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
36.34%
Health
13.26%
Consumer
11.57%
Defensive
9.36%
Tech
7.22%
Basic Materials
6.51%
Utilities
4.94%
Industrials
4.52%
Communication
3.26%
Real Estate
3.01%
Size Breakup
Large Cap
66.36%
Mid Cap
31.72%
Small Cap
1.92%

Key Metrics

Beta 

0.95

Std deviation 

19.18%

Sharpe Ratio 

0.63

Holdings

Fund Details

Investment Objectives
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Scheme Name
Motilal Oswal Long Term Equity Fund Direct Plan Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
21 January, 2015
Fund Manager
Aditya Khemani
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
mfservice@motilaloswal.com
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

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Motilal Oswal Long Term Equity Fund Direct Plan...

NAV

₹28.5654

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Aditya Khemani
Aditya Khemani

leader

Qualifications
PGDBM, B.Com. (Hons.)
Work Experience
"Over 5 years experience in Research. HSBC Asset Management (India) Private Limited, Assistant Fund Manager, Equities from February 2009 onwards, Associate Vice President - Investment Management from October 2007 to February 2009. SBI Funds Management India Private Limited, Senior Manager - Equity Research from March 2007 - September 2007. Prudential ICICI Asset Management Company India Private Limited, Assistant Manager - Equity Research from December 2005 - February 2007. Morgan Stanley Advantage Services Private Limited Research Associate from May 2005 - November 2005."
Abhiroop Mukherjee
Abhiroop Mukherjee

manager

Work Experience
"null"

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