Motilal Oswal Long Term Equity Fund - Growth - Direct Plan

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  • Net Change on 19-10-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate long-term capital appreciation from adiversified 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Long Term Equity Fund (MOFLTE) - Direct Plan - Growth Option -0.56 5.48 -3.64 0.51 9.65 10.82
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 1.57 9.15 2.43 2.80 7.04 12.47
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Long Term Equity Fund (MOFLTE) - Direct Plan - Growth Option Jan 21, 2015 Unrated -3.64 0.51 9.65 0.71 1,552.86
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 0.70 6.86 9.86 0.89 21,835.55
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 6.67 3.34 9.16 0.94 11,122.53
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -7.91 -9.11 1.19 1.23 8,783.37
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 5.86 1.49 5.37 1.30 7,414.23
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 0.50 3.94 6.98 1.27 6,327.85

Fund Holdings as on 30-September-2020

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Torrent Pharmaceuticals Limited

  • Jubilant Foodworks Limited

  • Bharti Airtel Limited

  • United Breweries Limited

  • Hindustan Unilever Limited

  • Axis Bank Limited

  • Muthoot Finance Limited

  • Max Financial Services Limited

  • The Phoenix Mills Limited

  • Tata Consultancy Services Limited

  • Maruti Suzuki India Limited

  • Whirlpool of India Limited

  • Dr. Lal Path Labs Limited

  • HDFC Life Insurance Company Limited

  • Cholamandalam Investment and Finance Company Limited

  • Larsen & Toubro Limited

  • Crompton Greaves Consumer Electricals Limited

  • UltraTech Cement Limited

  • 3M India Limited

  • Infosys Limited

  • ICICI Lombard General Insurance Company Limited

  • Birla Corporation Limited

  • Housing Development Finance Corporation Limited

  • VIP Industries Limited

  • Kotak Mahindra Bank Limited

  • Net Receivables / (Payables)

  • ITC Limited

  • Collateralized Borrowing & Lending Obligation

  • Petronet LNG Limited

  • Gujarat Gas Limited

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  • Bank - Private

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • IT - Software

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Insurance

  • Telecommunication - Service Provider

  • Diversified

  • Breweries & Distilleries

  • Finance - Others

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Miscellaneous

  • Engineering - Construction

  • Cement & Construction Materials

  • Finance - Housing

  • Cigarettes/Tobacco

  • Industrial Gases & Fuels

  • Trading

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Fund Manager

  • Education:PGDBM, B.Com. (Hons.)
  • Experience:8 Years
  • Basic Details:Mr. Aditya Khemani has 8 Years of experience in research. He has held various positions in HSBC AMC and is associated with AMC since Oct 2007. Earlier to this he has worked with SBI Funds Management India Private Limited, Prudential ICICI Asset Management Company India Pvt Ltd., Morgan Stanley Advantage Services Private Limited in various positions.
  • Funds Managed:
  • Motilal Oswal Large & Midcap Fund
  • Motilal Oswal Large & Midcap Fund
  • Motilal Oswal Long Term Equity Fund
  • Cash

  • Equity

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About Motilal Oswal Long Term Equity Fund

Scheme Analysis

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund and belongs to Motilal Oswal Mutual Fund. It was launched on 21-Jan-2015 and currently has an AUM of ₹1,552.86 crore. Motilal Oswal Long Term Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Long Term Equity Fund ended up ₹0.15(0.82%)yesterday to ₹18.1849.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Motilal Oswal Long Term Equity Fund is managed by Aditya Khemani and Abhiroop Mukherjee.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022-39804238
022-22816161