• 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

22.9213

NAV (May 19)

8.2%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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 ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

2,170 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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

22.9213

NAV (May 19)

Fund Returns

Last 1Y

1.2%

Last 3Y

11.3%

Last 5Y

8.2%

Last 10Y

NA

Since Inception

12%

6 Month CAGR

-16.6%

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

1.97

Launched (7y ago)

Jan 21, 2015

AUM in Crores

2169.006

ISIN

INF247L01544

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers

Aditya Khemani

Fund Manager

Abhiroop Mukherjee

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-05-19

Top Stock Holdings

icici bank ltd

10%
10%

state bank of india

6.3%
6.3%

larsen & toubro ltd

5.1%
5.1%

axis bank ltd

5.1%
5.1%

jubilant foodworks ltd

4.5%
4.5%
See all holdings
allocation by market cap

Allocation by Sector

financial services

32.8%
32.8%

healthcare

17.9%
17.9%

basic materials

11.1%
11.1%

consumer cyclical

9.7%
9.7%

industrials

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,616 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.2%

    20.5%

    5.2%

    6.4%

    -

    14.3%

    -

    11.7%

    3.6%

    3.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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% over a period of 7 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.

    Nav of Motilal Oswal Long Term Equity Fund (G) as of 5/19/2022 is ₹22.92 with the total AUM as of 5/20/2022 is ₹2169.006. 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 1.2% 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 stocks 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 1.97% for regular plan.