Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Motilal Oswal Mutual Fund

Motilal Oswal Long Term Equity Fund Direct-Growth

NAV
returns change indicator
19.7956
as on 15 Nov 2019, 09:30 PM
0.0158(0.08%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
19th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
152,527
star
158,649
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
58,649
Profit (absolute return)
58.65%
in the last
1m
3m
1y
3y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
14.52%
In the last 6 months
14.70%
In the last 1 year
16.35%
In the last 3 years
58.65%
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-Growth
Motilal Oswal Long Term Equity Fund Direct-Growth
as of 15 Nov 2019, 09:30 PM
1,584.31 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.77%
Expense Ratio
Plan
Growth
3.03%
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 Oct 2019
Sort By
Financial
44.69%
707.96 Cr
Cons Durable
9.52%
150.80 Cr
FMCG
8.76%
138.72 Cr
Construction
8.25%
130.63 Cr
Services
6.40%
101.45 Cr
Automobile
5.25%
83.15 Cr
Chemicals
4.00%
63.34 Cr
Textiles
3.90%
61.80 Cr
Healthcare
3.59%
56.91 Cr
Cash Holding
3.03%
48.04 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
HDFC Bank Ltd.
9.65%
152.89 Cr
ICICI Bank Ltd.
9.24%
146.39 Cr
Axis Bank Ltd.
6.27%
99.34 Cr
HDFC Standard Life Insurance Company Ltd.
5.21%
82.54 Cr
Larsen & Toubro Ltd.
5.00%
79.22 Cr
Kotak Mahindra Bank Ltd.
4.93%
78.11 Cr
Maruti Suzuki India Ltd.
4.92%
77.95 Cr
Asian Paints Ltd.
4.11%
65.12 Cr
Bajaj Finance Ltd.
4.01%
63.53 Cr
Hindustan Unilever Ltd.
3.96%
62.74 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 ₹1,584.31 Crores and the latest NAV decalared is ₹19.796 as on 15 Nov 2019 at 9:30 pm.
Motilal Oswal Long Term Equity Fund Direct-Growth scheme return performance in last 1 year is 16.35%, in last 3 years is 58.65% and 96.05% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,584.31 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