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Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.82

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,469 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

  • ₹ 29.596

    as on 07 Jun 2023
  • Regular - Growth

  • 18 / 37

  • ₹ 500

  • ₹ 2,191 Cr.

    as on 31 Mar 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 ₹ 29.596 as on 07 Jun 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 7.72% 12.00% 7.28% 25.94% 32.94% 41.34% 22.18% 22.39% 23.72% 15.59% 22.71% 26.73% 21.92%
Category Average 5.12% 7.00% 2.71% 17.34% 10.69% 24.36% 11.67% 15.19% 15.31% 9.40% 15.04% 15.22% 13.61%
Motilal Oswal Long Term Equity Fund 6.73%₹ 10,672 8.83%₹ 10,882 5.99%₹ 10,599 25.94%₹ 12,593 22.74%₹ 13,424 10.94%₹ 12,307 12.51%₹ 27,189 24.82%₹ 19,469 16.99%₹ 46,259 10.57%₹ 16,528 15.56%₹ 88,543 - -
Quant Tax Plan 3.79%₹ 10,379 6.50%₹ 10,650 -4.30%₹ 9,570 14.43%₹ 11,443 8.56%₹ 12,547 12.83%₹ 12,731 9.04%₹ 26,290 41.35%₹ 28,292 22.71%₹ 50,110 22.18%₹ 27,238 26.73%₹ 1,16,038 22.39%₹ 75,491 21.92%₹ 3,82,012
Kotak Tax Saver Fund 4.41%₹ 10,441 6.79%₹ 10,678 3.32%₹ 10,331 20.46%₹ 12,045 16.53%₹ 13,044 12.18%₹ 12,583 11.65%₹ 26,966 26.24%₹ 20,145 17.14%₹ 46,358 14.51%₹ 19,694 17.18%₹ 92,133 15.80%₹ 43,409 15.07%₹ 2,64,006
Mirae Asset Tax Saver Fund 4.63%₹ 10,463 6.68%₹ 10,667 2.21%₹ 10,220 14.65%₹ 11,464 13.51%₹ 12,856 8.87%₹ 11,853 7.75%₹ 25,960 26.68%₹ 20,353 14.56%₹ 44,684 15.10%₹ 20,211 16.89%₹ 91,465 - -
IDFC Tax Advantage (elss) Fund 6.23%₹ 10,622 9.01%₹ 10,901 5.27%₹ 10,526 19.62%₹ 11,962 19.28%₹ 13,213 13.39%₹ 12,857 12.61%₹ 27,217 34.00%₹ 24,101 20.95%₹ 48,901 13.69%₹ 19,002 20.02%₹ 98,733 17.50%₹ 50,205 16.25%₹ 2,81,372
BOI AXA Tax Advantage Fund 3.31%₹ 10,330 7.27%₹ 10,726 2.68%₹ 10,268 19.91%₹ 11,990 15.41%₹ 12,974 10.67%₹ 12,247 8.73%₹ 26,211 27.68%₹ 20,842 15.92%₹ 45,559 14.02%₹ 19,275 18.81%₹ 95,858 16.70%₹ 46,889 15.88%₹ 2,75,788

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Long Term Equity Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    100.03%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    -0.03%

Top Sector Holdings of Motilal Oswal Long Term Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 21.23% ₹ 465.45 Cr.
Hospital 9.97% ₹ 218.57 Cr.
Retailing 6.18% ₹ 165.31 Cr.
Housing Finance 5.66% ₹ 123.92 Cr.
Cement 5.32% ₹ 122.60 Cr.
Others 51.64% -

Top Stock Holdings of Motilal Oswal Long Term Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.24% ₹ 136.68 Cr.
Trent Limited 6.18% ₹ 135.33 Cr.
Global Health Ltd. 5.68% ₹ 124.54 Cr.
Housing Development Finance Corporation Ltd. 5.66% ₹ 123.92 Cr.
Titan Company Ltd. 5.07% ₹ 111.16 Cr.
Others 71.17% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables -0.03%