Name: Motilal Oswal Long Term Equity Fund Direct IDCW
Brand: Motilal Oswal Mutual Fund

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Motilal Oswal Long Term Equity Fund Direct IDCW
Equity
ELSS
Very High Risk
3Y Lock Inlock
64.82%
1Y return
-1.42% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 20 Sep 2021₹25.41
Min. SIP amount₹500
Rating3star
Fund size₹2,399.62 Cr
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 returns64.8%17.5%17.5%17.7%
Category average54.9%14.2%14.3%NA
Rank with in category7189NA
Understand termsinfo
Holdings (29)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.1%
Jubilant FoodWorks Ltd.
ServicesEquity5.0%
State Bank of India
FinancialEquity4.9%
Gujarat Gas Ltd.
EnergyEquity4.7%
Larsen & Toubro Ltd.
ConstructionEquity4.6%
Axis Bank Ltd.
FinancialEquity4.5%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity4.3%
HDFC Bank Ltd.
FinancialEquity4.2%
Max Healthcare Institute Ltd.
HealthcareEquity4.1%
Torrent Pharmaceuticals Ltd.
HealthcareEquity3.9%
See All
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
31 Aug 2021 - Present
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: 0.75%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand termsinfo
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
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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.
Also manages these schemes
HSBC Regular Savings Fund IDCW Monthly
HSBC Regular Savings Fund IDCW Quarterly
HSBC Regular Savings Fund Growth
HSBC Tax Saver Equity Fund IDCW
HSBC Tax Saver Equity Fund Growth
HSBC Regular Savings Fund Direct Growth
HSBC Tax Saver Equity Fund Direct IDCW
HSBC Tax Saver Equity Fund Direct Growth
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Large and Midcap Fund Regular Growth
Motilal Oswal Large and Midcap Fund Regular IDCW
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct IDCW
Akash Singhania
Apr 2019 - Present
View details
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Education
Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
Experience
Prior to joining Motilal Oswal Mutual Fund, He was associated with PGIM India as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
Also manages these schemes
Motilal Oswal Midcap 30 Fund Regular Growth
Motilal Oswal Midcap 30 Fund Regular IDCW
Motilal Oswal Midcap 30 Fund Direct Growth
Motilal Oswal Midcap 30 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Gautam Sinha Roy
Dec 2014 - Present
View details
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Education
Mr. Roy is MBA, Bachelor of Engineering & CFA
Experience
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Snigdha Sharma
Jul 2018 - Present
View details
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Education
Ms. Sharma is a MBA (Finance) and B.Tech. (Mechanical)
Experience
Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.
Also manages these schemes
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Fund house & investment objective
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Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM25,401.41 Cr
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 t
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 ₹25,401 Cr and the Latest NAV as of 20 Sep 2021 is ₹25.41.
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. ...Read more
Investment Objective
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Fund benchmarkNIFTY 500 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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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
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
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	1Y	3Y	5Y	All
Fund returns	64.8%	17.5%	17.5%	17.7%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	7	18	9	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.1%
Jubilant FoodWorks Ltd.	Services	Equity	5.0%
State Bank of India	Financial	Equity	4.9%
Gujarat Gas Ltd.	Energy	Equity	4.7%
Larsen & Toubro Ltd.	Construction	Equity	4.6%
Axis Bank Ltd.	Financial	Equity	4.5%
Cholamandalam Investment & Finance Company Ltd.	Financial	Equity	4.3%
HDFC Bank Ltd.	Financial	Equity	4.2%
Max Healthcare Institute Ltd.	Healthcare	Equity	4.1%
Torrent Pharmaceuticals Ltd.	Healthcare	Equity	3.9%

Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	3
Fund size	₹2,399.62 Cr

Rank (total assets)	#19 in India
Total AUM	25,401.41 Cr