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Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.07

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,337 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

  • ₹ 23.117

    as on 28 Jun 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 ₹ 23.117 as on 28 Jun 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 -1.11% -2.81% -3.95% 17.83% 49.13% 29.30% 19.56% 19.18% -2.20% 25.86% 34.79% 25.73% 21.69%
Category Average -2.49% -7.54% -9.87% -0.40% 25.23% 11.93% 9.90% 14.53% -13.04% 9.13% 14.09% 11.33% 12.81%
Motilal Oswal Long Term Equity Fund -2.92%₹ 9,707 -5.79%₹ 9,420 -13.08%₹ 8,691 -5.97%₹ 9,402 -18.61%₹ 10,757 21.48%₹ 14,771 5.68%₹ 25,431 10.07%₹ 13,337 10.29%₹ 42,012 7.73%₹ 14,514 8.59%₹ 74,494 - -
DSP Tax Saver Fund -2.58%₹ 9,742 -7.20%₹ 9,280 -8.05%₹ 9,195 -1.19%₹ 9,881 -12.74%₹ 11,158 27.53%₹ 16,285 11.51%₹ 26,931 14.35%₹ 14,958 16.35%₹ 45,844 11.90%₹ 17,548 13.59%₹ 84,350 16.70%₹ 46,906 14.78%₹ 2,59,971
Mirae Asset Tax Saver Fund -2.67%₹ 9,732 -6.67%₹ 9,332 -9.87%₹ 9,012 -0.95%₹ 9,905 -12.61%₹ 11,166 28.65%₹ 16,574 10.82%₹ 26,753 15.78%₹ 15,526 17.22%₹ 46,414 14.10%₹ 19,348 15.07%₹ 87,485 - -
Quant Tax Plan -3.17%₹ 9,682 -7.90%₹ 9,209 -7.04%₹ 9,296 5.55%₹ 10,554 -7.15%₹ 11,532 49.13%₹ 22,288 25.86%₹ 30,750 29.30%₹ 21,630 34.79%₹ 58,937 19.56%₹ 24,439 25.73%₹ 1,13,316 19.18%₹ 57,867 21.69%₹ 3,77,334
BOI AXA Tax Advantage Fund -2.39%₹ 9,760 -10.14%₹ 8,986 -15.45%₹ 8,455 -4.02%₹ 9,598 -18.91%₹ 10,736 28.70%₹ 16,586 8.13%₹ 26,057 18.78%₹ 16,767 16.77%₹ 46,123 13.77%₹ 19,067 14.56%₹ 86,390 15.51%₹ 42,326 14.65%₹ 2,58,157
Canara Robeco Equity Tax Saver Fund -2.44%₹ 9,756 -7.68%₹ 9,232 -11.88%₹ 8,812 -1.34%₹ 9,865 -14.57%₹ 11,034 27.45%₹ 16,263 9.09%₹ 26,305 15.14%₹ 15,268 15.99%₹ 45,610 13.92%₹ 19,190 14.73%₹ 86,751 14.81%₹ 39,837 14.28%₹ 2,53,068

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Long Term Equity Fund as on 29 Jun 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%