This fund is recommended for investment within tax saving mutual funds.
Tax Saving funds provide tax saving with inflation beating growth over the long term and are suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The fund has relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
1,585 Cr
Large within the category
Category View
Positive
The category has a positive investment outlook
Consistency Of Performance
Good
The historical performance of the fund has been good
Tax Saver Plan
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.22%
Expense Ratio
21st Jan, 2015
Launched (5y ago)
₹
1,585
AUM in Crores
INF247L01544
ISIN
3 years
Lock-in
IISL Nifty 500 TR INR
Benchmark
₹
500
SIP Minimum
₹
500
Lumpsum Min.
Fund Managers
Abhiroop Mukherjee
Fund Manager
Aditya Khemani
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
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You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
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We will track our recommendations and suggest changes fund exists
whenever required.
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We review your investments and make course corrections every year to
make the best out of your investments
About Motilal Oswal Long Term Equity Fund (Growth)
About Motilal Oswal Long Term Equity Fund (Growth)
Motilal Oswal Long Term Equity Fund (Growth) is a Tax Saving Equity fund and has delivered an annualised return of 8.49% over a period of 5 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 Abhiroop Mukherjee, Aditya Khemani.
Motilal Oswal Long Term Equity Fund (Growth) 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.
However, there is no assurance that the objective of the scheme will be realized.
Currently, the fund is recommended by Scripbox.
Motilal Oswal Long Term Equity Fund (Growth) NAV, AUM and Risk
The fund was launched on 2015-01-21. The NAV of the fund as of 2020-09-28 is ₹ 16.18. The total AUM of the fund as of 2020-09-28 is ₹ 1,585 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.22 % as expense ratio.
Motilal Oswal Long Term Equity Fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 99.16% in this asset class.
The top three holdings of the fund are hdfc bank ltd, icici bank ltd and united breweries ltd.
Motilal Oswal Long Term Equity Fund (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this 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.
Motilal Oswal Long Term Equity Fund (Growth) Investment volatility and Horizon
This fund 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.
