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Motilal Oswal Mutual Fund

Motilal Oswal Long Term Equity Fund Direct - Growth

NAV
returns change indicator
20.9274
as on 19 Feb 2020, 09:05 PM
0.2392(1.16%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

5
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research
3
starstarstarstarstar
rated by CRISIL

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
138,642
star
144,141
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
44,141
Profit (absolute return)
44.14%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
5.98%
In the last 6 months
20.11%
In the last 1 year
27.57%
In the last 3 years
44.14%
In the last 5 years
98.21%
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 - Growth
Motilal Oswal Long Term Equity Fund Direct - Growth
as of 19 Feb 2020, 09:05 PM
1,724.89 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.83%
Expense Ratio
Plan
Growth
0.67%
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 31 Jan 2020
Sort By
Financial
47.52%
819.63 Cr
Construction
10.54%
181.75 Cr
Healthcare
8.94%
154.20 Cr
FMCG
7.76%
133.81 Cr
Cons Durable
7.57%
130.54 Cr
Services
7.20%
124.22 Cr
Automobile
4.41%
76.05 Cr
Textiles
3.40%
58.65 Cr
Chemicals
2.00%
34.55 Cr
Cash Holding
0.67%
11.50 Cr

Companies Holding in this Mutual Fund

as on 31 Jan 2020
Sort By
ICICI Bank Ltd.
10.45%
180.25 Cr
HDFC Bank Ltd.
9.11%
157.14 Cr
Axis Bank Ltd.
7.81%
134.71 Cr
Maruti Suzuki India Ltd.
4.92%
84.86 Cr
Kotak Mahindra Bank Ltd.
4.60%
79.35 Cr
United Breweries Ltd.
4.38%
75.55 Cr
HDFC Standard Life Insurance Company Ltd.
4.18%
72.10 Cr
Larsen & Toubro Ltd.
4.01%
69.17 Cr
Hindustan Unilever Ltd.
3.56%
61.41 Cr
Jubilant FoodWorks Ltd.
3.51%
60.54 Cr
View All
View All

About Motilal Oswal Long Term Equity Fund Direct - Growth

Motilal Oswal Long Term Equity Fund Direct - Growth 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 ₹1,724.89 Crores and the latest NAV decalared is ₹20.927 as on 19 Feb 2020 at 9:05 pm.
Motilal Oswal Long Term Equity Fund Direct - Growth scheme return performance in last 1 year is 27.57%, in last 3 years is 44.14% and 107.25% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,724.89 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