Motilal Oswal Long Term Equity Fund - Growth - Regular Plan

Other Plans and Options
  • 0.32 %Nav, as on 27-09-2023

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  • Net Change on 27-09-2023

  • PersonalFN Rating

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  • 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
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 2.55 8.34 26.29 27.04 14.11 14.57
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
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 Unrated 26.29 27.04 14.11 1.91 2,534.90
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 Unrated 10.28 17.02 11.29 1.55 31,411.08
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 19.90 24.32 16.50 1.61 17,630.50
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 31.86 28.23 16.20 1.70 15,586.53
Aditya Birla Sun Life ELSS Tax Relief '96 - Growth Option Mar 10, 2008 14.05 13.08 7.57 1.69 14,050.39
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 20.55 28.15 10.79 1.72 12,543.76

Fund Holdings as on 31-August-2023

  • Trent Limited

  • Infosys Limited

  • Global Health Limited

  • ICICI Bank Limited

  • Mankind Pharma Limited

  • Fortis Healthcare Limited

  • Cholamandalam Investment and Finance Company Ltd

  • InterGlobe Aviation Limited

  • Titan Company Limited

  • The Federal Bank Limited

  • HDFC Bank Limited

  • IndusInd Bank Limited

  • TVS Motor Company Limited

  • Carborundum Universal Limited

  • Page Industries Limited

  • Cummins India Limited

  • Religare Enterprises Limited

  • Dalmia Bharat Limited

  • UltraTech Cement Limited

  • Jubilant Foodworks Limited

  • Divgi Torqtransfer Systems Limited

  • Star Health And Allied Insurance Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • Axis Bank Limited

  • KSB Limited

  • MedPlus Health Services Limited

  • Gujarat Fluorochemicals Limited

  • Kaynes Technology India Limited

  • Bharat Forge Limited

  • Timken India Limited

  • Net Receivables / (Payables)

  • Glenmark Pharmaceuticals Limited

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  • Bank - Private

  • Hospital & Healthcare Services

  • Retailing

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Airlines

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Abrasives

  • Textile

  • Diesel Engines

  • Finance - Investment

  • Consumer Food

  • Engineering

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Chemicals

  • Electronics - Components

  • Forgings

  • Bearings

  • Miscellaneous

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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 ₹2,534.90 crore. Motilal Oswal Long Term Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Long Term Equity Fund ended up ₹0.1(0.32%)yesterday to ₹32.6861.

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

The Motilal Oswal Long Term Equity Fund is managed by Aditya Khemani and Rakesh Shetty.

Fund House Contact

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

022-39804238
022-22816161