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Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.03

as on 30 Jul 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,064 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

  • ₹ 25.645

    as on 30 Jul 2021
  • Regular - Growth

  • 15 / 37

  • ₹ 500

  • ₹ 2,185 Cr.

    as on 30 Jul 2021
  • 2.07%

    since 31 May 2021
  • 21 Jan 2015

  • Tax Saver - ELSS

  • Nifty 500 TRI

  • motilal oswal mutual fund

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Highlights of this fund

Motilal Oswal Long Term Equity Fund is an Open-ended Tax Saver 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 Tax Saver funds offered by motilal oswal mutual fund.

Latest NAV of the fund is ₹ 25.645 as on 30 Jul 2021.

This fund has 6 years of track record. Since 31 May 2021 expense ratio of this fund is 2.07%. 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 6.99% 21.73% 49.81% 108.13% 53.84% 30.87% 23.73% 18.07% 109.47% 80.12% 52.91% 32.88% 24.16%
Category Average 3.03% 12.75% 23.55% 54.83% 24.74% 13.41% 13.78% 14.27% 52.28% 37.57% 25.43% 17.09% 15.94%
Motilal Oswal Long Term Equity Fund 4.86%₹ 10,485 16.20%₹ 11,620 26.51%₹ 12,650 59.11%₹ 15,910 61.47%₹ 15,681 25.88%₹ 15,855 38.13%₹ 34,165 12.03%₹ 14,064 26.11%₹ 52,510 15.32%₹ 20,412 17.24%₹ 92,267 - -
Mirae Asset Tax Saver Fund 2.36%₹ 10,236 12.45%₹ 11,245 25.01%₹ 12,500 61.66%₹ 16,165 55.44%₹ 15,341 29.84%₹ 16,870 43.10%₹ 35,587 19.67%₹ 17,145 30.80%₹ 55,930 20.14%₹ 25,056 22.40%₹ 1,04,600 - -
Canara Robeco Equity Tax Saver Fund 3.03%₹ 10,303 13.02%₹ 11,301 23.53%₹ 12,352 57.23%₹ 15,723 53.78%₹ 15,246 30.91%₹ 17,148 42.41%₹ 35,386 19.43%₹ 17,045 30.58%₹ 55,763 17.45%₹ 22,369 22.04%₹ 1,03,681 15.02%₹ 40,583 17.42%₹ 2,99,661
Axis Long Term Equity Fund 1.98%₹ 10,198 10.66%₹ 11,065 21.11%₹ 12,111 51.82%₹ 15,182 45.31%₹ 14,760 24.67%₹ 15,552 33.08%₹ 32,744 14.54%₹ 15,034 24.78%₹ 51,563 15.24%₹ 20,340 18.75%₹ 95,732 18.07%₹ 52,743 18.75%₹ 3,22,029
Quant Tax Plan 6.99%₹ 10,699 21.73%₹ 12,172 49.81%₹ 14,980 108.13%₹ 20,812 109.47%₹ 18,277 53.84%₹ 23,694 80.12%₹ 46,849 30.87%₹ 22,429 52.91%₹ 74,033 23.73%₹ 29,036 32.88%₹ 1,34,207 16.33%₹ 45,450 24.16%₹ 4,31,276
Invesco India Tax Plan 3.77%₹ 10,376 13.21%₹ 11,320 22.41%₹ 12,240 50.63%₹ 15,063 50.18%₹ 15,041 26.57%₹ 16,030 37.08%₹ 33,867 14.18%₹ 14,891 25.98%₹ 52,419 15.01%₹ 20,141 18.51%₹ 95,161 15.59%₹ 42,642 17.30%₹ 2,97,769

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Long Term Equity Fund as on 31 Jul 2021 are listed below:

  • Equity Holdings:

    99.98%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.02%

Top Sector Holdings of Motilal Oswal Long Term Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 24.51% ₹ 535.70 Cr.
Nbfc 8.59% ₹ 220.66 Cr.
Pharmaceuticals 7.36% ₹ 160.86 Cr.
Cement 6.51% ₹ 142.73 Cr.
Home appliances 5.75% ₹ 125.67 Cr.
Others 47.28% -

Top Stock Holdings of Motilal Oswal Long Term Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.86% ₹ 215.45 Cr.
Max Financial Services Ltd. 5.52% ₹ 120.63 Cr.
State Bank Of India 5.12% ₹ 111.93 Cr.
Gujarat Gas Ltd. 4.94% ₹ 107.84 Cr.
HDFC Bank Ltd. 4.83% ₹ 105.60 Cr.
Others 69.73% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.18%
Net Receivables -0.16%