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.
Since Inception Motilal Oswal Long Term Equity Fund has delivered a CAGR of 13.00% vs. Nifty 500 TRI returns of 7.33%, an outperformance of 5.67% (CAGR)
Date of inception: 21-Jan-15.
Rs.10,000 invested in the scheme in Sept 2018 is worth Rs. 10,750 as on 30th Sept 2019. For the same period Rs. 10,000 invested in Nifty 500 TRI is now worth Rs. 10,371
Rs.10,000 invested in the scheme in Sept 2016 is worth Rs. 13,513 as on 30th Sept 2019. For the same period Rs. 10,000 invested in Nifty 500 TRI is now worth Rs. 13,109
Rs.10,000 invested in the scheme at inception is worth Rs. 17,744 as on 30th Sept 2019. For the same period Rs. 10,000 invested in Nifty 500 TRI is now worth Rs. 13,938
The performance of schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index. In case, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. Mr. Akash Singhania has been appointed as the Fund Manager for equity component with effect from 17-May-2019 vide addendum dated 16-May-2019; Mr. Abhiroop Mukherjee is the Fund Manager for debt component. The scheme has been in existence for less than 5 years.
Data as on 30th Sept 2019
| Top 10 Holdings | |
| Scrip Name | Weightage (%) |
|---|---|
| HDFC Bank Limited | 9.65 |
| ICICI Bank Limited | 9.24 |
| Axis Bank Limited | 6.27 |
| HDFC Life Insurance Company Limited | 5.21 |
| Larsen & Toubro Limited | 5.00 |
| Kotak Mahindra Bank Limited | 4.93 |
| Maruti Suzuki India Limited | 4.92 |
| Asian Paints Limited | 4.11 |
| Bajaj Finance Limited | 4.01 |
| Hindustan Unilever Limited | 3.96 |
(Data as on 30-Sept-2019)
Industry Classification as recommended by AMFI
| Name of the Scheme |
Riskometer 
Investors understand that their principal will be at |
| Motilal Oswal Long Term Equity Fund (MOFLTE)An open ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit | |
| This product is suitable for investors who are seeking* | |
| ● Long-term capital growth ● 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.
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