Fund Details
Motilal Oswal Long Term Equity Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.69% |
| NAV | ₹20.75 (07 May 2021) |
|---|---|
| Fund Started | 21 Jan 2015 |
| Fund Size | ₹2,048 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| HDFC Bank Ltd. | Financial | Equity | 8.6% |
| Jubilant FoodWorks Ltd. | Services | Equity | 5.0% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 4.9% |
| Max Financial Services Ltd. | Financial | Equity | 4.9% |
| Axis Bank Ltd. | Financial | Equity | 4.7% |
| Gujarat Gas Ltd. | Chemicals | Equity | 4.4% |
| United Breweries Ltd. | FMCG | Equity | 4.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.0% |
| Infosys Ltd. | Technology | Equity | 3.9% |
Fund Managers
Motilal Oswal Long Term Equity Fund Direct IDCW Details
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 21 Jan 2015. 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 ₹2,048 Cr and the Latest NAV as of 07 May 2021 is ₹20.75.
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 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%.
