Motilal Oswal Long Term Equity Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 20-01-2020

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

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

  • 52 Week High Nav (₹)

  • 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
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 1.22 5.77 9.69 11.65 7.20 13.12
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.)
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 21.62 17.66 10.89 1.63 21,472.82
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 4.88 4.68 3.44 1.74 10,813.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 8.16 12.48 9.49 2.01 10,029.20
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 5.11 7.27 5.25 1.97 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated 6.31 8.38 6.00 1.97 7,370.28

Fund Holdings as on 31-December-2019

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Axis Bank Limited

  • Maruti Suzuki India Limited

  • Kotak Mahindra Bank Limited

  • United Breweries Limited

  • HDFC Life Insurance Company Limited

  • Larsen & Toubro Limited

  • Hindustan Unilever Limited

  • Jubilant Foodworks Limited

  • Shree Cement Limited

  • AU Small Finance Bank Limited

  • Page Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Muthoot Finance Limited

  • Whirlpool of India Limited

  • Torrent Pharmaceuticals Limited

  • 3M India Limited

  • Dr. Lal Path Labs Limited

  • Asian Paints Limited

  • Titan Company Limited

  • ICICI Lombard General Insurance Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • Havells India Limited

  • Eris Lifesciences Limited

  • CBLO / Reverse Repo Investments

  • VIP Industries Limited

  • Net Receivable/Payable

View More
  • Bank - Private

  • Finance - NBFC

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Breweries & Distilleries

  • Engineering - Construction

  • Consumer Food

  • Cement & Construction Materials

  • Textile

  • Diversified

  • Hospital & Healthcare Services

  • Paints

  • Diamond & Jewellery

  • Electric Equipment

  • Miscellaneous

View More

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 ₹1,647.95 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 down ₹-0.17(-0.9%)yesterday to ₹19.1432.

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

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

View More