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Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.08

as on 09 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,248 today.

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NAV Performance

Motilal Oswal Long Term Equity Fund performance graph for last 3 years
Performance of Motilal Oswal Long Term Equity Fund for last 3 Years

Fund Information

  • ₹ 28.135

    as on 09 Dec 2022
  • Regular - Growth

  • 13 / 37

  • ₹ 500

  • ₹ 2,311 Cr.

    as on 31 Dec 2021
  • 2.01%

  • 21 Jan 2015

  • Equity - ELSS

  • Nifty 500 TRI

  • Motilal Oswal Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Motilal Oswal Long Term Equity Fund is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 21 Jan 2015. This fund is offered by one of the top AMC (Assets Management Company) Motilal Oswal Mutual Fund. You can also view here all other Equity funds offered by Motilal Oswal Mutual Fund.

Latest NAV of the fund is ₹ 28.135 as on 09 Dec 2022.

This fund has 7 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.01%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

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.

List of Fund Managers of Motilal Oswal Long Term Equity Fund

  • About Aditya Khemani

    Picture of Aditya KhemaniMr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow. Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
  • About Abhiroop Mukherjee

    Picture of Abhiroop MukherjeeMr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management. Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.16% 4.52% 19.94% 17.83% 39.38% 39.74% 22.48% 20.86% 23.29% 25.99% 40.27% 31.76% 24.29%
Category Average 1.27% 1.96% 13.20% 4.45% 19.66% 17.63% 10.93% 14.50% 12.94% 12.28% 19.66% 15.84% 14.36%
Motilal Oswal Long Term Equity Fund 3.16%₹ 10,316 4.03%₹ 10,402 19.94%₹ 11,993 4.12%₹ 10,411 18.07%₹ 13,143 19.92%₹ 14,380 13.23%₹ 27,384 15.08%₹ 15,248 19.18%₹ 47,725 9.88%₹ 16,022 14.91%₹ 87,151 - -
DSP Tax Saver Fund 2.16%₹ 10,215 2.50%₹ 10,249 13.36%₹ 11,335 5.39%₹ 10,538 13.26%₹ 12,844 21.62%₹ 14,790 12.94%₹ 27,307 19.03%₹ 16,872 21.29%₹ 49,149 12.66%₹ 18,158 17.72%₹ 93,373 16.33%₹ 45,460 16.16%₹ 2,80,035
Mirae Asset Tax Saver Fund 2.29%₹ 10,228 2.42%₹ 10,241 11.35%₹ 11,134 1.99%₹ 10,199 10.58%₹ 12,676 19.31%₹ 14,234 11.02%₹ 26,806 19.85%₹ 17,224 20.58%₹ 48,666 14.29%₹ 19,510 18.22%₹ 94,521 - -
Quant Tax Plan 0.64%₹ 10,064 3.52%₹ 10,351 19.25%₹ 11,924 13.50%₹ 11,350 23.29%₹ 13,463 39.38%₹ 19,428 25.99%₹ 30,797 39.74%₹ 27,309 40.27%₹ 63,289 22.48%₹ 27,590 31.76%₹ 1,30,804 20.86%₹ 66,649 24.29%₹ 4,34,457
BOI AXA Tax Advantage Fund 1.04%₹ 10,103 2.46%₹ 10,245 17.58%₹ 11,758 2.60%₹ 10,259 14.94%₹ 12,949 21.98%₹ 14,879 13.44%₹ 27,439 24.30%₹ 19,214 22.53%₹ 50,002 13.45%₹ 18,805 19.85%₹ 98,369 16.14%₹ 44,740 16.85%₹ 2,90,579
Canara Robeco Equity Tax Saver Fund 0.97%₹ 10,097 1.08%₹ 10,108 13.88%₹ 11,388 2.50%₹ 10,250 11.70%₹ 12,746 20.06%₹ 14,413 11.67%₹ 26,977 21.59%₹ 17,985 20.37%₹ 48,526 15.57%₹ 20,630 18.56%₹ 95,311 15.03%₹ 40,627 15.94%₹ 2,76,716

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Long Term Equity Fund as on 10 Dec 2022 are listed below:

  • Equity Holdings:

    101.97%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.36%

Top Sector Holdings of Motilal Oswal Long Term Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 21.99% ₹ 516.90 Cr.
Cement 8.57% ₹ 201.17 Cr.
Hospital 7.51% ₹ 176.68 Cr.
Pharmaceuticals 7.37% ₹ 173.31 Cr.
NBFC 6.73% ₹ 158.15 Cr.
Others 47.83% -

Top Stock Holdings of Motilal Oswal Long Term Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.18% ₹ 192.29 Cr.
State Bank Of India 5.36% ₹ 125.93 Cr.
Larsen & Toubro Ltd. 5.31% ₹ 124.79 Cr.
Gujarat Gas Ltd. 4.87% ₹ 114.46 Cr.
Axis Bank Ltd. 4.42% ₹ 104.00 Cr.
Others 71.86% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.54%
Net Receivables -0.18%