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Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.35

as on 28 Nov 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,325 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

  • ₹ 34.666

    as on 28 Nov 2023
  • Regular - Growth

  • 18 / 37

  • ₹ 500

  • ₹ 2,191 Cr.

    as on 31 May 2023
  • 1.97%

  • 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 ₹ 34.666 as on 28 Nov 2023.

This fund has 8 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.97%. 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 Rakesh Shetty

    Picture of Rakesh ShettyMr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
  • 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.

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 9.69% 12.22% 22.06% 25.45% 32.94% 33.06% 26.54% 24.25% 40.26% 26.78% 23.29% 30.46% 23.28%
Category Average 5.46% 5.18% 13.97% 15.46% 11.40% 19.36% 14.95% 15.98% 26.26% 17.71% 15.84% 17.74% 14.28%
Motilal Oswal Long Term Equity Fund 8.34%₹ 10,834 8.82%₹ 10,881 19.86%₹ 11,986 24.72%₹ 12,471 38.52%₹ 14,381 14.29%₹ 13,072 25.65%₹ 30,711 22.35%₹ 18,325 20.68%₹ 48,743 16.33%₹ 21,316 20.07%₹ 98,905 - -
Quant Tax Plan 9.52%₹ 10,951 10.46%₹ 11,046 22.06%₹ 12,205 15.07%₹ 11,506 35.77%₹ 14,218 15.05%₹ 13,246 22.66%₹ 29,900 33.06%₹ 23,577 23.29%₹ 50,540 26.54%₹ 32,467 30.46%₹ 1,26,863 24.25%₹ 87,821 23.28%₹ 4,11,406
Kotak Tax Saver Fund 3.70%₹ 10,369 3.07%₹ 10,306 11.90%₹ 11,190 13.84%₹ 11,384 21.45%₹ 13,354 11.58%₹ 12,456 16.74%₹ 28,313 20.10%₹ 17,333 15.99%₹ 45,626 16.72%₹ 21,673 18.42%₹ 95,002 17.20%₹ 48,951 15.27%₹ 2,66,982
Mirae Asset Tax Saver Fund 5.02%₹ 10,502 3.40%₹ 10,340 12.81%₹ 11,281 13.36%₹ 11,336 22.56%₹ 13,422 9.03%₹ 11,892 15.42%₹ 27,963 18.73%₹ 16,744 14.20%₹ 44,474 17.31%₹ 22,226 18.40%₹ 94,944 - -
IDFC Tax Advantage (elss) Fund 4.82%₹ 10,481 3.53%₹ 10,352 14.18%₹ 11,417 17.57%₹ 11,756 26.55%₹ 13,665 13.93%₹ 12,989 19.15%₹ 28,955 25.95%₹ 19,994 18.93%₹ 47,565 17.95%₹ 22,838 22.25%₹ 1,04,261 17.59%₹ 50,603 16.73%₹ 2,88,829
BOI AXA Tax Advantage Fund 8.69%₹ 10,869 9.05%₹ 10,904 19.87%₹ 11,986 20.70%₹ 12,070 35.54%₹ 14,205 12.34%₹ 12,627 22.62%₹ 29,889 22.16%₹ 18,241 19.26%₹ 47,786 21.28%₹ 26,255 22.79%₹ 1,05,623 17.66%₹ 50,881 17.42%₹ 2,99,675

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Long Term Equity Fund as on 30 Nov 2023 are listed below:

  • Equity Holdings:

    99.95%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.06%

Top Sector Holdings of Motilal Oswal Long Term Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.14% ₹ 449.45 Cr.
Hospital 10.37% ₹ 243.49 Cr.
Retailing 6.54% ₹ 153.59 Cr.
Computers - Software 6.54% ₹ 153.58 Cr.
Pharmaceuticals 4.12% ₹ 129.61 Cr.
Others 53.29% -

Top Stock Holdings of Motilal Oswal Long Term Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Trent Limited 6.54% ₹ 153.59 Cr.
Infosys Ltd. 6.54% ₹ 153.58 Cr.
Global Health Ltd. 5.96% ₹ 139.99 Cr.
Titan Company Ltd. 5.07% ₹ 119.14 Cr.
ICICI Bank Ltd. 4.98% ₹ 117.03 Cr.
Others 70.91% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.06%