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Motilal Oswal Long Term Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
61.31%
1Y return
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹28.00
Min. SIP Amount₹500
Rating3star
Fund Size₹2,184.94 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns61.3%13.6%16.9%17.1%
Category average54.9%14.2%14.3%NA
Rank with in category9207NA
Understand termsinfo

Holdings (28)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.9%
Max Financial Services Ltd.FinancialEquity5.5%
State Bank of India
FinancialEquity5.1%
Gujarat Gas Ltd.EnergyEquity4.9%
HDFC Bank Ltd.FinancialEquity4.8%
Axis Bank Ltd.FinancialEquity4.7%
Larsen & Toubro Ltd.ConstructionEquity4.5%
Jubilant FoodWorks Ltd.ServicesEquity4.4%
United Breweries Ltd.FMCGEquity4.3%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity3.8%
See All

Pros and cons

Category: Equity ELSS

Pros

  • 1Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.77%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo

Minimum investment amounts

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

Fund management

Snigdha Sharma
Jul 2018 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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