Motilal Oswal Long Term Equity Fund

Equity | ELSS Mutual Funds
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.76 % 2★ ₹2,274 8 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.76 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹2,274 Cr 8 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 05 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 6.8% 16.4% 11.7% 15.5%
Category Average 10.6% 19.1% 13.3% -

Scheme Allocation

Holding
Sector
Asset
Axis Bank
9.49%
ICICI Bank
8.06%
UltraTech Cem.
5.2%
St Bk of India
4.66%
H D F C
4.37%
Others
68.22%
Banks
27.7%
Finance
9.83%
Cement
9.39%
Healthcare Services
7.89%
Retailing
6.28%
Others
38.91%
Equity
98.54%
Reverse Repos
0.85%
Net Curr Ass/Net Receivables
0.61%

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Long Term Equity Fund

Fund Manager
Aditya Khemani

Exit Load

Exit Load Nil

Advance Ratio

-0 1.18 0.93 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
33,159 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

Frequently Asked Questions

You can invest in Motilal Oswal Long Term Equity Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Long Term Equity Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Motilal Oswal Long Term Equity Fund has delivered 15.5% since inception
The NAV of Motilal Oswal Long Term Equity Fund is ₹31.1 as of 05 December 2022.
The expense ratio of Motilal Oswal Long Term Equity Fund is 0.76 % as of 05 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now