Why should you invest in An ELSS Fund?

Why should you invest in Motilal Oswal Long Term Equity Fund?

A “Leader-full” portfolio with market leaders

Data as on 30th Sep 2021 Source: MOAMC Internal Analysis The stocks mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of any investment strategy. It should not be construed as investment advice to any party. The stocks may or may not be part of our portfolio/strategy/ schemes.

Balance of stocks based on economic recovery and those are essential to the economy

A unique investing philosophy to identify market leaders

Fund Facts

Scheme name Motilal Oswal Long Term Equity Fund (MOFLTE)
Type of the Scheme An open ended equity linked savings scheme with the statutory lock in of 3 years and tax benefit.
Category of the Scheme ELSS
Investment Objective The investment objective of the Scheme is to generate long-term capital appreciation from a diversified 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.
Benchmark NIFTY 500 TRI
Entry / Exit Load Nil
Plans Regular Plan and Direct Plan
Options (Under each plan) Dividend (Payout and Reinvestment) and Growth
Minimum Application Amount Rs. 500/- and in multiples of Re. 500/- thereafter
Additional Application Amount Rs. 500/- and in multiples of Re. 500/- thereafter
Systematic Investment Plan(SIP)
Weekly SIP Any day of the week from Monday to Friday Rs. 500 and in multiples of Re.500/- thereafter (Minimum Installment – 12)
Rs. 1,500 and in multiples of Re.500/- thereafter (Minimum Installment – 4)
Fortnightly SIP 1 st -14th, 7th - 21st and 14 th - 28th
Monthly SIP Any day of the month except 29th, 30th or 31st
Quarterly SIP Any day each quarter (Jan, Apr, Jul, Oct) 29th, 30th or 31st
Annual SIP Any day or date of his/her preference Rs. 6,000 and in multiples of Re. 500/- thereafter (Minimum Installment – 1)
Minimum Redemption Amount Rs. 500/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower
Fund Manager : Mr. Aditya Khemani (For Equity Component) | Mr. Abhiroop Mukherjee (For Debt Component)
About Fund Manager: Mr. Aditya Khemani: He has over 14 years of experiencein equity management. Before joining Motilal Oswal AMC, he wasassociated with HSBC AMC, SBI Mutual Fund, ICICI PrudentialAMC. He has aPost Graduate Diploma from IIM Lucknow(MBA).
Mr. Abhiroop Mukherjee – He is B.com (H), MBA with 10 years of experience in Trading Fixed Income Securities viz. G-sec, T-bills, Corporate Bonds CP, CD etc. He has earlier worked with PNB GILTS LTD. as a WDM Dealer for the period 2007-2011
Other Funds Managed by Mr. Abhiroop Mukherjee: He is the Fund manager for the debt component of Motilal Oswal Focused 25 Fund, Motilal Oswal Midcap 30 Fund, Motilal Oswal Multicap 35 Fund and Motilal Oswal Dynamic Equity.
Product Labeling Scheme Riskometer Benchmark- Nifty 500 Riskometer
This product is suitable for investors who are seeking
1) Long-term capital growth
2) Investment predominantly in equity and equity related instruments
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Investors understand that their principal will be at Very High risk