Motilal Oswal Long Term Equity Fund

Investment Horizon:

Long Term

For Whom :

For investors seeking potential growth of equities with the added advantage of tax savings under Section 80C of the Income Tax Act, 1961.

Allocations :

• 80%-100% - Equity and Equity Related Instruments
• 0%-20% - Debt Instruments, Money Market Instruments, G-Secs, Cash and Cash at call, etc.

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

Benchmark : Nifty 500 TRI

Fund Manager : Mr. Gautam Sinha Roy (For Equity Component)
Mr. Abhiroop Mukherjee (For Debt Component)

About Fund Manager :

Mr. Gautam Sinha Roy- He has over 14 years of rich and varied experience in fund management and research. He is the Fund Manager for the Scheme, Motilal Oswal MOSt Focused Multicap 35 Fund, Motilal Oswal MOSt Focused Long Term Fund and Motilal Oswal MOSt Focused Dynamic Equity Fund. He has also worked with IIFL Capital (Singapore), Mirae Asset Global Investments, Edelweiss Capital and GE Capital Intnl. Services prior to joining the Motilal Oswal group, where he has worked for the last four years. He is an alumnus of IIM Calcutta (2003) and holds an honors degree in Chemical Engineering. 

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 : Motilal Oswal MOSt Focused Dynamic Equity Fund, Motilal Oswal MOSt Ultra Short Term Bond Fund. He is also the Fund manager for the debt component of Motilal Oswal MOSt Focused 25, Motilal Oswal MOSt Focused Midcap 30 Fund and Motilal Oswal MOSt Focused Multicap 35 Fund.

*Total Expense ratio excluding GST and are as on 16-Feb-2018

(Data as on 31-March-2018)

Minimum Application Amount : Rs. 500/- and in multiples of Rs. 500/- thereafter.

Additional Purchase : Rs. 500/- and in multiples of Rs. 500/- thereafter.

Minimum Redemption Amount : Rs. 500/- and in multiples of Re. 1/- thereafter.

Systematic Investment Plan (SIP) : Minimum installment amount – Rs. 500/- and in multiples of Rs. 500/- thereafter (weekly/fortnightly/monthly frequency) with Minimum twelve installments.

Minimum installment amount – Rs. 1000/- and in multiples of Rs. 500/- thereafter (weekly/fortnightly/monthly frequency) with Minimum six installments.

Minimum installment amount – Rs. 2000/- and in multiples of Rs. 500/- thereafter (quarterly frequency) with Minimum three installments.

Minimum installment amount – Rs. 5000/- and in multiples of Rs. 500/- thereafter (annual frequency) with Minimum one installment.

Dates available for Auto Debit facility in SIP: 1st, 7th, 14th, 21st or 28th of every month. In case, the date fixed happens to be a holiday / non-business day, the same shall be affected on the next business day. No Post Dated cheques would be accepted for SIP.

*This shall be subject to compulsory lock in period of 3 years and ELSS guidelines