Motilal Oswal Long Term Equity Fund-Reg(G)

16.62 -0.08 (-0.48%) NAV as on 18-Sep-20
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.9118.081.44-1.598.879.38
Category Avg15.1931.288.201.478.8712.98
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX13.5634.566.246.218.18-
NIFTY14.0035.856.134.257.59-
NIFTY50015.4036.367.682.237.57-

* 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
202015.07NANA-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
20152.790.751.25NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201913.213727.66
2018-8.734675-3.38
201743.96116835.91
201612.478623.84
201512.26257-0.72

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)34.0428-Mar-1439.4515.3416.5820.8
SBI Tax advantage Fund-II(G)45.9709-Apr-1228.5210.1415.8819.71
Quant Tax Plan(G)117.4431-Mar-0037.38.3115.9612.78
Mirae Asset Tax Saver Fund-Reg(G)19.3128-Dec-1514.176.78-14.93
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]35.8753
Semi Standard Deviation [%]1.4035
Beta [%]0.8926
Sharp Ratio [%]0.0096
R-Square [%]0.9508
Expense Ratio [%]2.2100
AVG Ratio [%]0.0478
Other Ratios
Jenson Ratio [%]-0.0239
Treynor Ratio [%]0.0100
Turnover Ratio [%]0.8000
FAMA Ratio [%]-0.0162
SORTINO Ratio [%]0.0262

Return Calculator

MARKET STATS As on 18/09/2020 As on 18/09/2020

11504.95 (-0.10) 38845.82 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Blue Chip India0.150.0550.00
MM Forgings354.1550.2016.52

TOP LOSERS

Company Price Change Loss (%)
Neulands Global Inds0.30-0.05-14.29
FCS Software Soltns.0.40-0.05-11.11

Portfolio Comparison

MUTUAL FUND ACTIVITY