Motilal Oswal Long Term Equity Fund-Reg(G)

26.96 0.39 (1.48%) NAV as on 08-Dec-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-1.7011.8038.5018.4616.0115.50
Category Avg1.8612.7036.9819.1216.0116.44
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX0.6912.1928.5918.0317.05-
NIFTY0.6710.9930.4417.7716.20-

* 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
20219.9510.82NA8.67
202015.074.2725.75-27.91
20191.032.375.833.41
2018-1.31-5.940.50-2.16
20177.985.058.3517.13
201610.1512.43-3.86-5.54

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20208.776168NA
201913.21372NA
2018-8.734675NA
201743.961168NA
201612.47862NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)58.3028-Mar-1454.3838.1226.9225.71
Quant Tax Plan(G)223.0731-Mar-0069.3936.3425.415.38
SBI Tax advantage Fund-II(G)82.8409-Apr-1254.9335.9825.8524.35
SBI LT Advantage Fund-II-Reg(G)26.9801-Apr-1551.1929.1619.0515.94
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.2911
Semi Standard Deviation [%]0.6059
Beta [%]0.8504
Sharp Ratio [%]0.6127
R-Square [%]0.8851
Expense Ratio [%]2.0100
AVG Ratio [%]0.0965
Other Ratios
Jenson Ratio [%]0.0447
Treynor Ratio [%]0.1382
Turnover Ratio [%]0.3000
FAMA Ratio [%]0.0684
SORTINO Ratio [%]0.1413

Return Calculator

MARKET STATS As on 09/12/2021 As on 09/12/2021

17431.30 (-0.22) 58578.54 (-0.12)

TOP GAINERS

Company Price Change Gain (%)
Next Mediaworks7.901.3019.70
Shradha Infraproject56.906.5513.01

TOP LOSERS

Company Price Change Loss (%)
Gayatri Highways0.70-0.05-6.67
Ansal Housing9.65-0.65-6.31

Portfolio Comparison

MUTUAL FUND ACTIVITY