NAV (as on 2023-09-22)36.479(-0.23%)
(Chairman, Motilal Oswal AMC)
3+ years
Investors who want to save tax and get the benefit of 80C with a lock in period of 3 years.
Concentrated stock portfolio
Motilal Oswal Long Term Equity Fund
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...
Read Morewould have become ₹ 10000.00
Current Value for an investment of Rs10,000
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. (Data as on 31st August 2023)
NIL
NIL
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...
Read MoreThis product is suitable for investors who are seeking*
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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.
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.