Motilal Oswal Long Term Equity Fund-Reg(G)

18.50 0.02 (0.10%) NAV as on 19-Nov-19
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.9711.1513.6514.18NA13.58
Category Avg4.251.10-6.4211.29NA8.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX8.206.6913.1215.677.62-
NIFTY8.024.6710.9313.937.33-
NIFTY5007.833.997.1711.997.37-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20191.032.37NA3.41
2018-1.31-5.940.50-2.16
20177.985.058.3517.13
201610.1512.43-3.86-5.54
20152.790.751.25NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-8.734675-22.12
201743.96116832.06
201612.478629.39
201512.26257-0.6
2014NA535051.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Tax Saver Fund-Reg(G)18.6928-Dec-1513.2817.51-17.41
SBI Tax Advantage Fund-III-Reg(G)27.7728-Mar-1423.0917.0312.9319.81
Axis Long Term Equity Fund(G)48.4431-Dec-0916.5216.5411.5217.28
SBI Tax advantage Fund-II(G)39.8709-Apr-1219.516.1112.5619.83
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.5223
Semi Standard Deviation [%]0.4684
Beta [%]0.9671
Sharp Ratio [%]0.2206
R-Square [%]0.9020
Expense Ratio [%]2.1300
AVG Ratio [%]0.0548
Other Ratios
Jenson Ratio [%]0.0036
Treynor Ratio [%]0.0380
Turnover Ratio [%]0.7700
FAMA Ratio [%]0.0183
SORTINO Ratio [%]0.0753

Return Calculator

MARKET STATS As on 20/11/2019 As on 20/11/2019

12021.35 (0.68) 40798.98 (0.81)

TOP GAINERS

Company Price Change Gain (%)
KSS0.100.05100.00
MPS Infotecnics0.100.05100.00

TOP LOSERS

Company Price Change Loss (%)
CLC Industries0.30-0.05-14.29
Accelya Solutions1033.70-161.00-13.48

Portfolio Comparison

MUTUAL FUND ACTIVITY