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Motilal Oswal Long Term Equity Fund Direct Dividend+0.58%

18.67%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Long Term Equity Fund Direct Dividend

RiskVery High
Min SIP Amount₹500
Expense Ratio0.72%
NAV₹21.16 (26 Feb 2021)
Fund Started21 Jan 2015
Fund Size1,885 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.7%
9.7%
19.9%
14.6%
Category Average
26.2%
10.1%
16.7%
-
Rank Within Category
36
24
7
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 18.7% returns per annum

Comparison

Data not available
Pros
1. 5Y Returns are higher than the category average returns
2. Exit load is zero
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity9.1%
HDFC Bank Ltd.FinancialEquity8.7%
Max Financial Services Ltd.FinancialEquity5.9%
United Breweries Ltd.FMCGEquity5.2%
Bharti Airtel Ltd.CommunicationEquity4.9%
Axis Bank Ltd.FinancialEquity4.8%
Torrent Pharmaceuticals Ltd.HealthcareEquity4.8%
Jubilant FoodWorks Ltd.ServicesEquity4.6%
Larsen & Toubro Ltd.ConstructionEquity4.1%
Hindustan Unilever Ltd.FMCGEquity3.4%
See All

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 ₹1,885 Cr and the Latest NAV as of 26 Feb 2021 is ₹21.16.

The Motilal Oswal Long Term Equity Fund Direct Dividend is rated Very 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%.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About Motilal Oswal Mutual Fund

Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
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,
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