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Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.63

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,581 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

  • ₹ 27.275

    as on 21 Oct 2021
  • Regular - Growth

  • 15 / 37

  • ₹ 500

  • ₹ 2,185 Cr.

    as on 21 Oct 2021
  • 2.07%

    since 31 May 2021
  • 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 ₹ 27.275 as on 21 Oct 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 7.36% 17.61% 36.42% 94.19% 54.79% 37.36% 24.21% 20.27% 84.05% 79.25% 55.46% 34.49% 24.96%
Category Average 3.59% 13.08% 28.47% 58.73% 27.48% 21.61% 15.09% 16.45% 52.67% 45.85% 31.82% 20.65% 17.38%
Motilal Oswal Long Term Equity Fund 0.56%₹ 10,056 9.85%₹ 10,984 26.60%₹ 12,659 60.82%₹ 16,081 48.61%₹ 14,957 23.22%₹ 15,217 41.53%₹ 35,143 20.63%₹ 17,581 29.43%₹ 54,925 14.82%₹ 19,967 18.76%₹ 95,791 - -
Mirae Asset Tax Saver Fund 3.81%₹ 10,380 13.56%₹ 11,356 29.45%₹ 12,945 61.96%₹ 16,195 55.19%₹ 15,334 33.71%₹ 17,935 51.57%₹ 38,068 26.90%₹ 20,474 37.15%₹ 60,801 20.74%₹ 25,678 25.66%₹ 1,13,155 - -
Canara Robeco Equity Tax Saver Fund 2.84%₹ 10,284 13.31%₹ 11,331 29.48%₹ 12,948 58.76%₹ 15,875 53.40%₹ 15,232 33.66%₹ 17,921 49.48%₹ 37,451 27.51%₹ 20,772 36.57%₹ 60,345 19.02%₹ 23,895 25.31%₹ 1,12,229 17.19%₹ 48,899 18.88%₹ 3,24,220
Axis Long Term Equity Fund 0.32%₹ 10,031 14.40%₹ 11,440 29.59%₹ 12,959 61.77%₹ 16,177 51.03%₹ 15,097 26.59%₹ 16,067 43.99%₹ 35,849 24.90%₹ 19,520 32.71%₹ 57,375 18.16%₹ 23,040 23.07%₹ 1,06,339 20.27%₹ 63,398 20.48%₹ 3,53,619
Quant Tax Plan 6.07%₹ 10,607 10.79%₹ 11,079 36.42%₹ 13,641 94.19%₹ 19,418 84.05%₹ 16,937 54.79%₹ 24,075 79.25%₹ 46,584 37.36%₹ 25,985 55.46%₹ 76,374 24.21%₹ 29,584 34.49%₹ 1,39,442 18.89%₹ 56,488 24.96%₹ 4,50,731
Invesco India Tax Plan 4.40%₹ 10,439 12.50%₹ 11,249 30.25%₹ 13,024 56.20%₹ 15,619 52.84%₹ 15,200 28.66%₹ 16,600 45.25%₹ 36,217 22.38%₹ 18,356 32.47%₹ 57,194 16.69%₹ 21,644 21.89%₹ 1,03,346 17.81%₹ 51,589 18.72%₹ 3,21,545

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Long Term Equity Fund as on 22 Oct 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%