Motilal Oswal Long Term Equity Fund Regular Growth-0.45%

4
-1.58%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Long Term Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.23%
NAV16.28 (12 Aug 2020)
Fund Started21 Jan 2015
Fund Size1,540 Cr

Fund Overview

Quick overview of Motilal Oswal Long Term Equity Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Long Term Equity Fund Regular Growth
-1.6%
-0.4%
7.1%
9.2%
Category Average
5.1%
0.4%
7.5%
-
Rank within category
29
27
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -1.6% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Exit load is zero
    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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.9%
    ICICI Bank Ltd.FinancialEquity7.2%
    Hindustan Unilever Ltd.FMCGEquity6.9%
    Muthoot Finance Ltd.FinancialEquity5.7%
    Torrent Pharmaceuticals Ltd.HealthcareEquity5.5%
    Bharti Airtel Ltd.CommunicationEquity5.3%
    United Breweries Ltd.FMCGEquity5.1%
    Jubilant FoodWorks Ltd.ServicesEquity4.7%
    Dr. Lal Pathlabs Ltd.HealthcareEquity4.0%
    Axis Bank Ltd.FinancialEquity3.9%
    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 ₹1,540 Cr and the Latest NAV as of 12 Aug 2020 is ₹16.28.

    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 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
    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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