Motilal Oswal Long Term Equity Fund - Growth - Regular Plan

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  • Net Change on 03-06-2020

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Fund Overview Growth | Regular 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 (₹)

  • 52 Week Low Nav Date

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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) - Regular Plan - Growth Option 0.08 -18.70 -13.69 -2.29 6.81 7.75
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 2.37 -12.03 -17.33 -0.81 4.12 11.80
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) - Regular Plan - Growth Option Jan 21, 2015 -13.69 -2.29 6.81 2.11 1,411.09
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 -7.46 5.35 7.15 1.72 19,632.01
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 -11.20 1.32 5.99 1.94 9,371.50
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -30.17 -11.52 -2.86 2.02 7,994.60
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -16.32 -2.94 1.72 2.00 6,214.53
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated -23.89 -6.15 0.97 1.96 5,844.64

Fund Holdings as on 30-April-2020

  • ICICI Bank Limited

  • HDFC Bank Limited

  • United Breweries Limited

  • Jubilant Foodworks Limited

  • Torrent Pharmaceuticals Limited

  • CBLO / Reverse Repo Investments

  • Hindustan Unilever Limited

  • Axis Bank Limited

  • Muthoot Finance Limited

  • Larsen & Toubro Limited

  • Maruti Suzuki India Limited

  • Dr. Lal Path Labs Limited

  • Shree Cement Limited

  • The Phoenix Mills Limited

  • HDFC Life Insurance Company Limited

  • Whirlpool of India Limited

  • Page Industries Limited

  • 3M India Limited

  • Kotak Mahindra Bank Limited

  • ICICI Lombard General Insurance Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • AU Small Finance Bank Limited

  • Petronet LNG Limited

  • Cholamandalam Investment and Finance Company Limited

  • Max Financial Services Limited

  • VIP Industries Limited

  • Birla Corporation Limited

  • Net Receivable/Payable

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  • Bank - Private

  • Finance - NBFC

  • Household & Personal Products

  • Insurance

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Diversified

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Construction - Real Estate

  • Textile

  • Industrial Gases & Fuels

  • Finance - Others

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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 ₹1,411.09 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 ₹0.06(0.41%)yesterday to ₹14.985.

Among its top 3 holdings the fund has exposure to ICICI 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