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Motilal Oswal Long Term Equity Fund Regular Growth-0.13%

7.29%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Long Term Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.03%
NAV₹20.78 (25 Jan 2021)
Fund Started21 Jan 2015
Fund Size1,910 Cr

Fund Overview

Quick overview of Motilal Oswal Long Term Equity Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.3%
4.2%
15.0%
13.1%
Category Average
15.3%
5.6%
13.3%
-
Rank Within Category
33
22
8
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 7.3% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
2. Exit load is zero
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
7. Higher expense ratio - 2.15%
8. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity8.9%
HDFC Bank Ltd.FinancialEquity8.9%
Max Financial Services Ltd.FinancialEquity5.8%
Bharti Airtel Ltd.CommunicationEquity5.2%
Torrent Pharmaceuticals Ltd.HealthcareEquity5.1%
Jubilant FoodWorks Ltd.ServicesEquity4.9%
United Breweries Ltd.FMCGEquity4.6%
Axis Bank Ltd.FinancialEquity4.5%
Larsen & Toubro Ltd.ConstructionEquity3.9%
Hindustan Unilever Ltd.FMCGEquity3.5%
See All

Fund Managers

Motilal Oswal Long Term Equity Fund Regular Growth Details

Motilal Oswal Long Term Equity Fund Regular Growth 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,910 Cr and the Latest NAV as of 25 Jan 2021 is ₹20.78.

The Motilal Oswal Long Term Equity Fund Regular Growth is rated Moderately 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%.

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
29 Dec 2009
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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