Fund Details
Motilal Oswal Long Term Equity Fund Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.77% |
| NAV | ₹18.24 (27 Nov 2020) |
|---|---|
| Fund Started | 21 Jan 2015 |
| Fund Size | ₹1,599 Cr |
Returns
as per Historical Returns
Comparison
1. Exit load is zero
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.7% |
| ICICI Bank Ltd. | Financial | Equity | 7.8% |
| Bharti Airtel Ltd. | Communication | Equity | 5.3% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 5.0% |
| Jubilant FoodWorks Ltd. | Services | Equity | 4.6% |
| United Breweries Ltd. | FMCG | Equity | 4.3% |
| Axis Bank Ltd. | Financial | Equity | 4.2% |
| Muthoot Finance Ltd. | Financial | Equity | 3.8% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.7% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 3.7% |
Fund Managers
Motilal Oswal Long Term Equity Fund Direct Dividend Details
Motilal Oswal Long Term Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 21 Jan 2015. Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Long Term Equity Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,599 Cr and the Latest NAV as of 27 Nov 2020 is ₹18.24.
The Motilal Oswal Long Term Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
