• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Long Term Equity Fund (Growth)

Formerly Motilal Oswal MOSt Focused L/T Reg Gr

Motilal Oswal Mutual Fund

Motilal Oswal Long Term Equity Fund (Growth)

EquityTax Saving

32.8835

NAV (Oct 03)

14.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

32.8835

NAV (Oct 3)

Fund Returns

Last 1Y
27.4%
Last 3Y
26.5%
Last 5Y
14.7%
Last 10Y
NA
Since Inception
14.7%
6 Month CAGR
24%

Scheme Information

Investment 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. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
1.91
Launched (8y ago)
Jan 21, 2015
AUM in Crores
2534.902
ISIN
INF247L01544
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
14.6
Standard Deviation (5yr)
19.4
Beta (3yr)
0.93
Beta (5yr)
0.97
Sharpe Ratio (3yr)
1.365
Sharpe Ratio (5yr)
0.554
YTM
0
Fund Managers

Rakesh Shetty

Fund Manager

Aditya Khemani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Long Term Equity Fund (Growth)70%10,56,131 3,23,51914.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-10-03

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,197 cr

₹ 11,862 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 32,924 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.amc-img
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

36.2%

21.1%

12.7%

21.1%

34.2%

18.9%

34.2%

18.9%

26.5%

14.7%

Motilal Oswal Long Term Equity Fund (G) Review

Motilal Oswal Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 14.7% over a period of 8 years. The fund was previously known as Motilal Oswal MOSt Focused L/T Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Aditya Khemani, Rakesh Shetty.

Nav of Motilal Oswal Long Term Equity Fund (G) as of 10/3/2023 is ₹32.88 with the total AUM as of 10/4/2023 is ₹2534.902. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Long Term Equity Fund (G) was launched on Jan 21, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Long Term Equity Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Long Term Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

Motilal Oswal Long Term Equity Fund (G) is rated as a 2 fund in Equity and delivered 27.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Long Term Equity Fund (G).

Frequently Asked Questions

What is Motilal Oswal Long Term Equity Fund (G)?

Motilal Oswal Long Term Equity Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Long Term Equity Fund (G)?

You can invest in Motilal Oswal Long Term Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Long Term Equity Fund (G)?

The minimum sip amount for Motilal Oswal Long Term Equity Fund (G) is ₹500. You can invest in multiples of ₹500.

Is Motilal Oswal Long Term Equity Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Long Term Equity Fund (G) is a Neutral fund. You can investMotilal Oswal Long Term Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal Long Term Equity Fund (G)?

The expense ratio of the Motilal Oswal Long Term Equity Fund (G) is 1.91% for regular plan.