Fund Details
Motilal Oswal Long Term Equity Fund Direct Dividend
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.72% |
| NAV | ₹21.16 (26 Feb 2021) |
|---|---|
| Fund Started | 21 Jan 2015 |
| Fund Size | ₹1,885 Cr |
Returns
Comparison
1. 5Y Returns are higher than the category average returns
2. Exit load is zero
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| HDFC Bank Ltd. | Financial | Equity | 8.7% |
| Max Financial Services Ltd. | Financial | Equity | 5.9% |
| United Breweries Ltd. | FMCG | Equity | 5.2% |
| Bharti Airtel Ltd. | Communication | Equity | 4.9% |
| Axis Bank Ltd. | Financial | Equity | 4.8% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 4.8% |
| Jubilant FoodWorks Ltd. | Services | Equity | 4.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.1% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.4% |
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%.
