How to Invest in Motilal Oswal Long Term Equity Fund Direct IDCW?

You can easily invest in Motilal Oswal Long Term Equity Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Motilal Oswal Long Term Equity Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Motilal Oswal Long Term Equity Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Motilal Oswal Long Term Equity Fund Direct IDCW provide?

The Motilal Oswal Long Term Equity Fund Direct IDCW has been there from 21 Jan 2015 and the average annual returns provided by this fund is 7.20% since its inception.

How much expense ratio is charged by Motilal Oswal Long Term Equity Fund Direct IDCW?

The term Expense Ratio used for Motilal Oswal Long Term Equity Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Motilal Oswal Long Term Equity Fund Direct IDCW is 0.78% as of 26 Mar 2023...

What is the AUM of Motilal Oswal Long Term Equity Fund Direct IDCW?

The AUM, short for Assets Under Management of Motilal Oswal Long Term Equity Fund Direct IDCW is ₹2,187.74Cr as of 26 Mar 2023.

How to Redeem Motilal Oswal Long Term Equity Fund Direct IDCW?

If you want to sell your Motilal Oswal Long Term Equity Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Motilal Oswal Long Term Equity Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Motilal Oswal Long Term Equity Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Motilal Oswal Long Term Equity Fund Direct IDCW?

The NAV of Motilal Oswal Long Term Equity Fund Direct IDCW is ₹21.64 as of 24 Mar 2023.

What is the PE and PB ratio of Motilal Oswal Long Term Equity Fund Direct IDCW?

The PE ratio ratio of Motilal Oswal Long Term Equity Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Motilal Oswal Long Term Equity Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

Motilal Oswal Long Term Equity Fund Direct IDCW
Equity
ELSS
Very High Risk
3Y Lock In
30.08%
3Y annualised
-0.88% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Mar 2023₹21.64
Min. SIP amount₹500
Rating3
Fund size₹2,187.74Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.2%30.1%9.9%14.0%
Category average-0.4%29.8%10.3%NA
Rank with in category32224NA
Understand terms
Holdings (31)NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.9%
Trent Ltd.ServicesEquity5.8%
Housing Development Finance Corporation Ltd.FinancialEquity5.6%
Global Health Ltd.HealthcareEquity5.6%
ICICI Bank Ltd.FinancialEquity5.1%
Titan Company Ltd.Consumer DiscretionaryEquity4.8%
Fortis Healthcare Ltd.HealthcareEquity4.4%
Ultratech Cement Ltd.ConstructionEquity4.1%
Axis Bank Ltd.FinancialEquity4.1%
State Bank of IndiaFinancialEquity3.6%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity ELSS
Pros
Cons
Exit load is zero
5Y annualised returns lower than category average by 0.45%
Lower expense ratio: 0.8%
Lock-in period: 3Y
Consistently higher annualised returns than category average for the past 1Y and 3Y
1Y category rank: 3
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
0.78%
31 Jan 2023 - 28 Feb 2023
0.80%
31 Dec 2022 - 31 Jan 2023
0.79%
31 Dec 2022 - 31 Dec 2022
0.79%
30 Nov 2022 - 31 Dec 2022
0.78%
30 Nov 2022 - 30 Nov 2022
0.78%
30 Nov 2022 - 30 Nov 2022
0.78%
31 Oct 2022 - 30 Nov 2022
0.76%
31 Oct 2022 - 31 Oct 2022
0.76%
31 Oct 2022 - 31 Oct 2022
0.76%
31 Oct 2022 - 31 Oct 2022
0.76%
30 Sep 2022 - 31 Oct 2022
0.77%
30 Sep 2022 - 30 Sep 2022
0.77%
30 Sep 2022 - 30 Sep 2022
0.77%
31 Aug 2022 - 30 Sep 2022
0.77%
31 Aug 2022 - 31 Aug 2022
0.77%
31 Jul 2022 - 31 Aug 2022
0.78%
31 Jul 2022 - 31 Jul 2022
0.78%
30 Jun 2022 - 31 Jul 2022
0.87%
30 Jun 2022 - 30 Jun 2022
0.87%
31 May 2022 - 30 Jun 2022
0.86%
31 May 2022 - 31 May 2022
0.86%
30 Apr 2022 - 31 May 2022
0.85%
30 Apr 2022 - 30 Apr 2022
0.85%
31 Mar 2022 - 30 Apr 2022
0.82%
31 Mar 2022 - 31 Mar 2022
0.82%
28 Feb 2022 - 31 Mar 2022
0.85%
28 Feb 2022 - 28 Feb 2022
0.85%
31 Jan 2022 - 28 Feb 2022
0.82%
31 Dec 2021 - 31 Jan 2022
0.83%
30 Nov 2021 - 31 Dec 2021
0.80%
31 Oct 2021 - 30 Nov 2021
0.72%
30 Sep 2021 - 31 Oct 2021
0.73%
31 Aug 2021 - 30 Sep 2021
0.75%
31 Jul 2021 - 31 Aug 2021
0.75%
30 Jun 2021 - 31 Jul 2021
0.77%
31 May 2021 - 30 Jun 2021
0.78%
30 Apr 2021 - 31 May 2021
0.72%
31 Mar 2021 - 30 Apr 2021
0.73%
28 Feb 2021 - 31 Mar 2021
0.70%
31 Jan 2021 - 28 Feb 2021
0.72%
31 Dec 2020 - 31 Jan 2021
0.71%
30 Nov 2020 - 31 Dec 2020
0.77%
31 Oct 2020 - 30 Nov 2020
0.77%
30 Sep 2020 - 31 Oct 2020
0.79%
31 Aug 2020 - 30 Sep 2020
0.76%
31 Jul 2020 - 31 Aug 2020
0.77%
30 Jun 2020 - 31 Jul 2020
0.78%
31 May 2020 - 30 Jun 2020
0.80%
30 Apr 2020 - 31 May 2020
0.85%
31 Mar 2020 - 30 Apr 2020
0.90%
29 Feb 2020 - 31 Mar 2020
0.80%
31 Jan 2020 - 29 Feb 2020
0.80%
31 Dec 2019 - 31 Jan 2020
0.83%
30 Nov 2019 - 31 Dec 2019
0.86%
31 Oct 2019 - 30 Nov 2019
0.87%
30 Sep 2019 - 31 Oct 2019
0.77%
31 Aug 2019 - 30 Sep 2019
0.77%
31 Jul 2019 - 31 Aug 2019
0.81%
30 Jun 2019 - 31 Jul 2019
0.78%
31 May 2019 - 30 Jun 2019
0.71%
30 Apr 2019 - 31 May 2019
0.67%
31 Mar 2019 - 30 Apr 2019
0.69%
28 Feb 2019 - 31 Mar 2019
0.74%
31 Jan 2019 - 28 Feb 2019
0.89%
31 Dec 2018 - 31 Jan 2019
0.89%
30 Nov 2018 - 31 Dec 2018
0.90%
31 Oct 2018 - 30 Nov 2018
1.25%
30 Sep 2018 - 31 Oct 2018
1.45%
31 Aug 2018 - 30 Sep 2018
1.25%
30 Jun 2018 - 31 Aug 2018
1.25%
31 May 2018 - 30 Jun 2018
1.25%
30 Apr 2018 - 31 May 2018
1.25%
31 Mar 2018 - 30 Apr 2018
1.26%
28 Feb 2018 - 31 Mar 2018
1.26%
31 Jan 2018 - 28 Feb 2018
1.45%
31 Dec 2017 - 31 Jan 2018
1.45%
30 Nov 2017 - 31 Dec 2017
1.45%
31 Oct 2017 - 30 Nov 2017
1.45%
Expense ratio, exit load and taxExpense ratio: 0.78%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementAditya Khemani
Sep 2019 - Present
View details
Education
Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Experience
Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
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Rakesh Shetty
Nov 2022 - Present
View details
Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes
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Motilal Oswal Liquid Fund Unclaimed Unclaimed IDCW Upto 3 yrs
Motilal Oswal Liquid Fund Unclaimed Unclaimed IDCW Above 3 yrs
Motilal Oswal Liquid Fund Unclaimed Unclaimed Redemption Above 3 yrs
Motilal Oswal Liquid Fund Unclaimed Unclaimed Redemption Upto 3 yrs
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Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth
Motilal Oswal S&P BSE Low Volatility Index Fund Regular Growth
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Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth
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Motilal Oswal S&P BSE Enhanced Value ETF Growth
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
Motilal Oswal S&P BSE Enhanced Value Index Fund Regular Growth
Motilal Oswal S&P BSE Quality ETF Growth
Motilal Oswal S&P BSE Quality Index Fund Direct Growth
Motilal Oswal S&P BSE Quality Index Fund Regular Growth
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Fund house & investment objective
Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM₹31,048.98Cr
Date of Incorporation29 Dec 2009
 Motilal Oswal Long Term Equity Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Long Term Equity Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹31,049 Cr and the Latest NAV as of 24 Mar 2023 is ₹21.64.
The Motilal Oswal Long Term Equity Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.
;
Investment ObjectiveThe Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
[email protected]
Website
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Motilal Oswal Long Term Equity Fund Direct IDCW
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	7.2%	30.1%	9.9%	14.0%
Category average	-0.4%	29.8%	10.3%	NA
Rank with in category	3	22	24	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	6.9%
Trent Ltd.	Services	Equity	5.8%
Housing Development Finance Corporation Ltd.	Financial	Equity	5.6%
Global Health Ltd.	Healthcare	Equity	5.6%
ICICI Bank Ltd.	Financial	Equity	5.1%
Titan Company Ltd.	Consumer Discretionary	Equity	4.8%
Fortis Healthcare Ltd.	Healthcare	Equity	4.4%
Ultratech Cement Ltd.	Construction	Equity	4.1%
Axis Bank Ltd.	Financial	Equity	4.1%
State Bank of India	Financial	Equity	3.6%

Rank (total assets)	#19 in India
Total AUM	₹31,048.98Cr

Date of Incorporation	29 Dec 2009

Fund benchmark	NIFTY 500 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	3
Fund size	₹2,187.74Cr

Motilal Oswal Long Term Equity Fund Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (31)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.78%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Aditya KhemaniSep 2019 - PresentView details

Rakesh ShettyNov 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Aditya Khemani
Sep 2019 - Present
View details

Rakesh Shetty
Nov 2022 - Present
View details