This fund is recommended for investment within tax saving mutual funds.
Tax saving funds provides tax saving with inflation beating growth over the long term and is 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
1,599 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.
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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.
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.
Motilal Oswal Asset Management Co. Ltd manages assets worth 20,746 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 6 hybrid funds.
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
Not Recommended
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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About Motilal Oswal Long Term Equity Fund (G)
About Motilal Oswal Long Term Equity Fund (G)
Motilal Oswal Long Term Equity Fund (G) is a tax saving equity fund and has delivered an annualised return of 11.2% 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 (G) 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 (G) NAV,AUM,Risk
The Motilal Oswal Long Term Equity Fund (G) fund was launched on Jan 21, 2015. The NAV (Net Asset Value) of this tax saving equity as of 2020-11-19 is ₹ 18.5761. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 1598.798. The category risk of the Motilal Oswal Long Term Equity Fund (G) fund is Moderately High risk.
The fund charges 2.15 % as expense ratio.
Motilal Oswal Long Term Equity Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 99.7% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and bharti airtel ltd
Motilal Oswal Long Term Equity Fund (G) 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 (G) 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
Motilal Oswal Long Term Equity Fund (G) Review
Motilal Oswal Long Term Equity Fund (G) has a score of 5 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Long Term Equity Fund (G) has a score of 4 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
