• 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

26.4772

NAV (Mar 22)

8.6%
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

26.4772

NAV (Mar 22)

Fund Returns

Last 1Y

7.1%

Last 3Y

23.4%

Last 5Y

8.6%

Last 10Y

NA

Since Inception

12.7%

6 Month CAGR

-2.1%

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

2.01

Launched (8y ago)

Jan 21, 2015

AUM in Crores

2187.744

ISIN

INF247L01544

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

23.1

Standard Deviation (5yr)

19.9

Beta (3yr)

0.98

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.466

Sharpe Ratio (5yr)

0.255

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%903,025 170,4138.6%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-03-22

Top Stock Holdings

infosys ltd

6.9%
6.9%

trent ltd

5.8%
5.8%

housing development finance corp ltd

5.6%
5.6%

global health ltd

5.6%
5.6%

icici bank ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

28.6%
28.6%

consumer cyclical

24.6%
24.6%

healthcare

14.6%
14.6%

basic materials

8.7%
8.7%

industrials

7.5%
7.5%
See all sectors

Compare Motilal Oswal Long Term Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,315 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

    20.9%

    19%

    32.4%

    19.2%

    23.4%

    12.7%

    16.3%

    9.4%

    22.7%

    12.2%

    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 12.7% 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 3/22/2023 is ₹26.48 with the total AUM as of 3/23/2023 is ₹2187.744. 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 3 fund in Equity and delivered 7.1% 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 2.01% for regular plan.