Motilal Oswal Long Term Equity Fund Regular Dividend-0.65%

5Groww
-10.46%
1 Year Return
Equity
ELSS
5.0 star
6M
1Y
3Y
All

Fund Details

Motilal Oswal Long Term Equity Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.21%
NAV14.4 (21 Aug 2019)
Fund Started21 Jan 2015
Fund Size1,339 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Long Term Equity Fund Regular Dividend
-10.5%
8.9%
NA
11.2%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
25
3
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -10.5% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.1%
    ICICI Bank Ltd.FinancialEquity6.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.0%
    Infosys Ltd.TechnologyEquity5.9%
    Larsen & Toubro Ltd.ConstructionEquity5.3%
    HDFC Life Insurance Co Ltd.FinancialEquity4.3%
    Asian Paints Ltd.ChemicalsEquity4.0%
    Kotak Mahindra Bank Ltd.FinancialEquity4.0%
    Bajaj Finance Ltd.FinancialEquity3.9%
    Axis Bank Ltd.FinancialEquity3.4%
    See All

    Fund Managers

    addAkash Singhania
    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 Deutsche Asset management (India) Pvt. Ltd. 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).
    Funds Managed

    Other Details

    Motilal Oswal Long Term Equity Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced 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 Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹1,339 Cr and the Latest NAV as of 21 Aug 2019 is ₹14.4.

    The Motilal Oswal Long Term Equity Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Motilal Oswal Mutual Fund

    Address
    Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
    Phone
    022-39804263
    Launch Date
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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