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Fund Card
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MOTILAL OSWAL LONG TERM EQUITY FUND- GROWTH

FUND INFO
Fund House MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED 
Date of Inception December 26, 2014
Fundsupermart Classification Equity : ELSS
Fundsupermart Risk Rating 6 (Moderately High Risk)
AUM (Cr.) -
NAV Rs. 13.74 (April 8, 2020)
Fund Manager -
Trailing Return (%)
Duration Fund Category Average Category Benchmark
3 Mths   6.96   4.20   3.80
6 Mths 20.94   14.56  10.98
1 Year 20.95   11.95  9.58
2 Year 4.95   3.08  -0.42
3 Year 11.61   9.49  5.34
5 Year 14.39   9.36  6.12
Since Inception 14.03   8.67  15.24
Year To Date 4.29   3.55  2.47
Performance figures of over 1 year are annualized.
Compare with peers
Risk Measures
Standard Deviation 13.6
Sharpe Ratio 0.44
Quarterly Performance (%)
Year Q1 Q2 Q3 Q4
2020 -27.91 N.A. N.A. N.A.
2019 3.42 1.02 2.37 5.83
2018 -2.16 -1.31 -5.94 0.50
2017 17.13 7.98 5.05 8.35
2016 -5.54 10.15 12.43 -3.86
Top Holdings
Company Name % of Asset
Top Sectors
Sector Name % of Asset
Additional Information
Website www.motilaloswal.com/assetmanagement/ Minimum Investment Rs. 500 / -
Registrar KFIN TECHNOLOGIES PRIVATE LIMITED Min SIP Investment Rs. 1,000 / -
Benchmark SIP Dates 1,7,15,20,25,28
Plans Growth Exit Load NIL