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3 Year return
26.09%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3402.11 Cr.
Expense Ratio
0.65% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year
Not applicable as these investments cannot be sold before the 3 year lock-in period
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Global Health | 4.25 % |
| Kalyan Jewellers | 4.01 % |
| ICICI Bank | 3.92 % |
| Fortis Health. | 3.58 % |
| Apar Inds. | 3.44 % |
| Bharat Dynamics | 3.38 % |
| Interglobe Aviat | 3.29 % |
| Mankind Pharma | 3.12 % |
| Phoenix Mills | 3.11 % |
| CG Power & Indu. | 3.05 % |
| Inox Wind | 3 % |
| BSE | 2.9 % |
| Multi Comm. Exc. | 2.84 % |
| KSB | 2.74 % |
| Bharat Electron | 2.71 % |
| Infosys | 2.51 % |
| Angel One | 2.44 % |
| Welspun Corp | 2.38 % |
| Kaynes Tech | 2.36 % |
| Gujarat Fluoroch | 2.35 % |
| Suzlon Energy | 2.34 % |
| Tube Investments | 2.2 % |
| Religare Enterp. | 1.87 % |
| Amber Enterp. | 1.8 % |
| Net CA & Others | 1 % |
| Bharti Airtel | 0.93 % |
| Reverse Repo | 0.47 % |
Motilal Oswal Mutual Fund Managers
AK
Aditya Khemani
Fund Manager since Sep 2019
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant ELSS Tax Saver Fund IDCW Direct Plan Payout |
28.86% |
3.5 |
|
SBI Long Term Equity Fund Direct Plan IDCW Payout |
27.91% |
5 |
|
Bank of India ELSS Tax Saver Direct Plan IDCW Payout |
25.29% |
3 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF A Direct Growth
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF C Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
About Motilal Oswal Long Term Equity Fund (MOFLTE) Direct Plan Growth
Motilal Oswal Long Term Equity Fund Direct Growth, an Equity Mutual Fund Scheme from Motilal Oswal Mutual Fund, aims to provide investors with an avenue for potential long-term capital growth. The scheme follows a strategy of investing 65% or more in equity and related securities, creating a concentrated stock portfolio. It's noteworthy that the scheme has a lock-in period of 3 years, which reflects its focus on encouraging a long-term investment horizon.
Investment Objective of the Scheme
The main investment objective of Motilal Oswal Long Term Equity Fund Direct Growth is to generate long-term capital appreciation. Long-term capital appreciation realises through a diversified portfolio consisting mainly of equity and equity-related instruments. The fund aims to identify and invest in fundamentally strong companies with the potential for sustainable growth, seeking to deliver attractive returns to its investors over the long run.
Key Features of The Fund
| 5-year return | 22.52% |
| Expense Ratio | 0.65% |
| Fund Manager | Aditya Khemani |
| Fund Size | ₹3402.11 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Motilal Oswal Long Term Equity Fund Direct Growth is suitable for investors with a long-term investment horizon of at least three years. Those seeking the combined benefits of potential income tax savings under applicable provisions apart from the expectation of higher returns might find this scheme appealing. Furthermore, the fund carries a three-year lock-in period, which means investors should be willing to stay invested for this duration to avail the full benefits of the scheme. It's important to note that equity investments come with inherent market risks, and investors should be aware of the possibility of moderate risk during their investment tenure. As with any investment, the investors must evaluate their goals, risk tolerance, and investment horizon before making any decision.
AMC Contact Details
| Name | Motilal Oswal Mutual Fund |
| Launch Date | November 2008 |
| Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
| Contact | 91-2240548002 8108622222 |
| amc@motilaloswal.com | |
| Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
