Motilal Oswal Long Term Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
12.87%
3Y annualised
+0.76% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Jan 2023₹29.71
Min. SIP amount₹500
Rating3
Fund size₹2,260.08Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.6%12.9%9.2%14.5%
Category average-0.2%14.7%9.0%NA
Rank with in category222519NA
Understand terms

Holdings (32)

NameSectorInstrumentAssets
Axis Bank Ltd.FinancialEquity7.7%
ICICI Bank Ltd.FinancialEquity5.5%
Housing Development Finance Corporation Ltd.FinancialEquity5.5%
Ultratech Cement Ltd.ConstructionEquity5.4%
Global Health Ltd.HealthcareEquity4.8%
Fortis Healthcare Ltd.HealthcareEquity4.6%
State Bank of IndiaFinancialEquity4.5%
Infosys Ltd.TechnologyEquity4.2%
Trent Ltd.ServicesEquity3.8%
Titan Company Ltd.Consumer DiscretionaryEquity3.7%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Exit load is zero
3Y annualised returns lower than category average by 1.81%
Lower expense ratio: 0.79%
Lock-in period: 3Y
1Y and 5Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 0.79%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 amounts

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

Fund management

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

Fund house & investment objective

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
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,

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