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Motilal Oswal Mutual Fund

Motilal Oswal Long Term Equity Fund Direct-Dividend

NAV
returns change indicator
17.3380
as on 23 Oct 2019, 10:30 PM
0.1157(0.67%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

5
starstarstarstarstar
rated by Value Research
4
starstarstarstarstar
rated by Morningstar

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
6th of Every Month
Invest via SIP

Investment Performance

would have given a return of
110,871
star
121,647
star
133,625
star
139,023
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
39,023
Profit (absolute return)
39.02%
in the last
1m
3m
1y
3y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
11.54%
In the last 6 months
9.29%
In the last 1 year
21.24%
In the last 3 years
39.02%
In the last 5 years
NA
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Motilal Oswal Long Term Equity Fund Direct-Dividend
Motilal Oswal Long Term Equity Fund Direct-Dividend
as of 23 Oct 2019, 10:30 PM
1,500.24 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.77%
Expense Ratio
Plan
Dividend
0.81%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
Financial
48.85%
732.85 Cr
FMCG
10.77%
161.63 Cr
Construction
7.77%
116.52 Cr
Cons Durable
7.60%
113.96 Cr
Automobile
4.92%
73.87 Cr
Technology
4.33%
65.01 Cr
Chemicals
4.11%
61.68 Cr
Textiles
3.60%
54.04 Cr
Engineering
2.87%
43.10 Cr
Services
2.49%
37.34 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2019
Sort By
HDFC Bank Ltd.
9.65%
144.77 Cr
ICICI Bank Ltd.
9.24%
138.62 Cr
Axis Bank Ltd.
6.27%
94.07 Cr
HDFC Standard Life Insurance Company Ltd.
5.21%
78.16 Cr
Larsen & Toubro Ltd.
5.00%
75.01 Cr
Kotak Mahindra Bank Ltd.
4.93%
73.96 Cr
Maruti Suzuki India Ltd.
4.92%
73.81 Cr
Asian Paints Ltd.
4.11%
61.66 Cr
Bajaj Finance Ltd.
4.01%
60.16 Cr
Hindustan Unilever Ltd.
3.96%
59.41 Cr
View All
View All

About Motilal Oswal Long Term Equity Fund Direct-Dividend

Motilal Oswal Long Term Equity Fund Direct-Dividend is a Tax Saver mutual fund scheme from Motilal Oswal Mutual Fund. This scheme was launched on 21 Jan 2015 and is currently managed by its fund manager Aditya Khemani. It has an AUM of ₹1,500.24 Crores and the latest NAV decalared is ₹17.338 as on 23 Oct 2019 at 10:30 pm.
Motilal Oswal Long Term Equity Fund Direct-Dividend scheme return performance in last 1 year is 21.24%, in last 3 years is 39.02% and 91.49% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,500.24 Cr
Category:Equity: ELSS
Launch Date:21 Jan 2015
Fund Type:Open-End

Scheme Objective

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Address
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi,400025
Phone Number
Phone Number
Phone : 022-39804238 / 1800-200-6626