Motilal Oswal Long Term Equity Fund

Equity · ELSS
 · ★★★
500
Min SIP
500
Min Lumpsum
0.76 %
Expense Ratio
★★★
Rating
2,236
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21.7% 26.7% 11.6% 15.2%
Category Average 12.7% 26.1% 12.8% -

Scheme Allocation

By Holding
By Sector
By Asset
Trent
6.02%
H D F C
5.86%
Global Health
5.45%
Titan Company
5.22%
ICICI Bank
5.06%
Others
72.39%
Banks
18.11%
Finance
11.39%
Healthcare Services
9.67%
Industrial Products
9.62%
Consumer Durables
8.96%
Others
42.26%
Equity
95.16%
Net Curr Ass/Net Receivables
4.84%

Advance Ratio

0.12
Alpha
4.36
SD
0.92
Beta
0.47
Sharpe

Exit Load

Exit Load Nil

Fund 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.

Fund Managers

Aditya Khemani

Aditya Khemani is a fund manager for the Motilal Oswal mutual fund. Unlike many other fund managers, Aditya has a high degree of success in his investment decisions. His ability to make smart decisions will help the Motilal Oswal mutual fund continue to provide a good return.
He has been a key player in setting new benchmarks for returns. He is also one of the most followed investors in the country. He built his competence at the Company, starting his career as an associate in the equity research department of Motilal Oswal Securities and then moving to portfolios management after a year. He later became the lead manager for Motilal Oswal AMC’s largest schemes.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
33,029 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

How to invest in Motilal Oswal Long Term Equity Fund ?

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"

What is the NAV of Motilal Oswal Long Term Equity Fund ?

The NAV of Motilal Oswal Long Term Equity Fund is ₹32.6 as of 02 June 2023.

How to redeem Motilal Oswal Long Term Equity Fund holding ?

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”.

What is the minimum sip amount of Motilal Oswal Long Term Equity Fund?

The minimum SIP amount of Motilal Oswal Long Term Equity Fund is ₹500

What are the top sectors Motilal Oswal Long Term Equity Fund has invested in??

The top sectors Motilal Oswal Long Term Equity Fund has invested in are
  1. Trent - 6.02%
  2. H D F C - 5.86%
  3. Global Health - 5.45%
  4. Titan Company - 5.22%
  5. ICICI Bank - 5.06%

How much returns have Motilal Oswal Long Term Equity Fund generated ?

The Motilal Oswal Long Term Equity Fund has delivered 15.2% since inception

What is the expense ratio of Motilal Oswal Long Term Equity Fund ?

The expense ratio of Motilal Oswal Long Term Equity Fund is 0.76 % as of 02 June 2023.

What is the AUM of Motilal Oswal Long Term Equity Fund?

The AUM of Motilal Oswal Long Term Equity Fund is ₹33,029 Cr as of 02 June 2023

What are the top stock holdings of Motilal Oswal Long Term Equity Fund?

The top stock holdings of Motilal Oswal Long Term Equity Fund are
  1. Trent - 6.02%
  2. H D F C - 5.86%
  3. Global Health - 5.45%
  4. Titan Company - 5.22%
  5. ICICI Bank - 5.06%
Invest Now