Motilal Oswal Long Term Equity Fund Direct Growth - NAV : 29.1339

  • NAV (as on 2023-03-24)29.1339(-0.88%)

  • Risk: Very High
  • Category: Tax Savings
mens
Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

A message from the fund manager/concerned person can go here.

Why Invest in this fund?

why1
Investment Horizon

3+ years

why1
For Whom

Investors who want to save tax and get the benefit of 80C with a lock in period of 3 years.

why1
Allocations
Invests 65% or more in equity and related securities
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Number of Stocks

Concentrated stock portfolio

Overview

Fund Name

Motilal Oswal Long Term Equity Fund

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 Sche...

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Portfolio Turnover Ratio

0.7
Latest AUM

₹ 2187.74 Crs (as on: 28-2-2023)
Total Expense Ratio

0.78% p.a.
Date of Allotment

21-1-2015
Benchmark

Nifty 500 TRI

Performance

Lumpsum
Investment of
for
Yearly

would have become 10000.00

Periodic Returns

Current Value for an investment of Rs10,000

1 Year

CAGR (%)
Current Value of Investment of Rs 10000

3 Year

CAGR (%)
Current Value of Investment of Rs 10000

5 Year

CAGR (%)
Current Value of Investment of Rs 10000

Since Inception

CAGR (%)
Current Value of Investment of Rs 10000
Motilal Oswal Long Term Equity Fund
6.903
10690.3
14.378
14963.3
9.69502
15883.1
14.3745
29718.5
Nifty 500 TRI
2.58296
10258.3
17.5648
16249.2
10.6624
16595.9
10.487
22451.1
Nifty 50 TRI
4.27052
10427.1
16.9938
16013.6
11.8931
17539.5
10.1577
21914

Date of inception: 21-Jan-15. Incase, 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. Aditya Khemani has been appointed as the Fund Manager for equity component with effect from 6-Sept-2019 vide addendum dated 5-Sept-2019; Mr. Rakesh Shetty is the Fund Manager for debt component since 22-Nov-2022. 

Portfolio

Industry Classification

Top 10 holding

Scheme Details

Entry Load

NIL

Exit Load

NIL

Type of Scheme

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.
Methodology

Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the...

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Product Labeling

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.

  • Scheme Riskometer
    Investors understand that their principal will be at Very High risk
  • Benchmark Riskometer
    Nifty 500 TRI
    Investors understand that their principal will be at Very High risk

Fund Manager

Aditya Khemani

For Equity Component

He has overall 14 years of experience in the Indian equity markets as an investment professional, out of which the last 10 has been in the role of a portfolio manager. Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC for nearly 12 years. Further, he has worked in esteemed organizations like SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.

Other funds managed by him

  • Motilal Oswal Large and Midcap Fund

Rakesh Shetty

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Other funds managed by him

  • Motilal Oswal Ultra Short Term Fund
  • Motilal Oswal Liquid Fund
  • Motilal Oswal 5 Year G-Sec Fund Of Fund
  • Motilal Oswal Focused Fund
  • Motilal Oswal Midcap Fund
  • Motilal Oswal Flexi Cap Fund
  • Motilal Oswal Large and Midcap Fund
  • Motilal Oswal Balance Advantage Fund
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Multi Asset Fund
  • Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
  • Motilal Oswal Asset Allocation Passive Fund of Fund Conservative
  • Motilal Oswal MSCI EAFE Top 100 Select Index Fund
  • Motilal Oswal Nifty 200 Momentum 30 Index Fund
  • Motilal Oswal S&P BSE Low Volatility Index Fund
  • Motilal Oswal Nifty 5 YR Benchmark G Sec ETF
  • Motilal Oswal S&P BSE Quality ETF
  • Motilal Oswal NASDAQ Q 50 ETF
  • Motilal Oswal NIFTY 200 Momentum 30 ETF
  • Motilal Oswal S&P BSE Low Volatility ETF
  • Motilal Oswal Nasdaq 100 Fund of Fund
  • Motilal Oswal S&P 500 Index Fund
  • Motilal Oswal S&P BSE Quality Index Fund
  • Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund
  • Motilal Oswal S&P BSE Enhanced Value Index Fund
  • Motilal Oswal S&P BSE Enhanced Value ETF
  • Motilal Oswal S&P BSE Healthcare ETF
  • Motilal Oswal Gold and Silver ETFs Fund of Funds
  • Motilal Oswal Nifty G-sec May 2029 Index Fund