Loading…
Motilal Oswal Long Term Equity Fund
Disclosed for 57 months, Mar 2018 to Jan 2023. This scheme is no longer reporting.
Portfolio value
₹965 Cr
Mar 2018
- Stocks held
- 27
- Top 10 weight
- 55.1%
- of the portfolio in its ten largest
- Cash & debt
- 6.3%
- cash, money market and debt
- Moves this month
- —
- no earlier month
Motilal Oswal Long Term Equity Fund is an active equity fund in the ELSS (tax saving) category from Motilal Oswal Mutual Fund. In March 2018 it disclosed 27 stocks worth ₹965 Cr. Its largest positions were Housing Development Finance Corporation Limited (8.2%), HDFC Bank Limited (7.4%), Maruti Suzuki India Limited (6.4%); the ten largest together made up 55.1% of the portfolio, and Finance was the biggest sector at 15.1% of its equity. Cash and debt stood at 6.3%.
Against 47 other ELSS (tax saving) funds
Concentration
91%
Top-10 weight is higher than 91% of peers
Breadth
4%
Holds more stocks than 4% of peers
Cash
94%
Holds more cash than 94% of peers
What these mean: concentration · cash
Holdings in March 2018
Download CSVEvery line the fund disclosed, with the change against the previous month. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
What changed
This is the earliest month on record for the fund.
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
No earlier month with a sector split to compare against.
Allocation in Mar 2018
- Finance (3)15.1%
- Banks (2)14.7%
- Automobiles (2)11.5%
- Insurance (3)10.8%
- Pharmaceuticals & Biotechnology (3)
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Mar 2018
6.3%
- Cash alone
- 6.3%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- —
- lowest to highest · record 6.3% in Mar 2018
Not enough months to draw.
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.