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  • 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

Top Ranked

27.1142

NAV (Oct 25)

14.7%
5 Year CAGR
Scripbox Opinion

Top Ranked

Motilal Oswal Long Term Equity Fund (Growth) is a good choice within tax saving mutual funds.

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

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

Relative Size

2,377 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

Invest in this fund
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Tax Saver Plan

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.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
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    Save Tax

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Historical NAV

27.1142

NAV (Oct 25)

Fund Returns

Last 1Y
58.8%
Last 3Y
20.8%
Last 5Y
14.7%
Last 10Y
NA
Since Inception
15.9%
6 Month CAGR
25.7%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.02
Launched (6y ago)
Jan 21, 2015
AUM in Crores
2376.063
ISIN
INF247L01544
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Fund Managers
user-avatar

Abhiroop Mukherjee

Fund Manager

user-avatar

Aditya Khemani

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 29,139 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.

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  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    16.4%

    18.6%

    top-ranked-badge

    21.8%

    15.7%

    top-ranked-badge

    20.8%

    15.9%

    top-ranked-badge

    %

    35.2%

    top-ranked-badge

    19.6%

    15.4%

    growth

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    01

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    Create an Account

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    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
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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 15.9% over a period of 6 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.

    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 fund as of 2021-10-25 is ₹27.11. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹2376.063. The category risk of the Motilal Oswal Long Term Equity Fund (G) fund is Very High Risk. The fund charges 2.02 % as expense ratio.

    Motilal Oswal Long Term Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 100.1% in this asset class. The top three holdings of the fund are , icici bank ltd , state bank of india , jubilant foodworks ltd , larsen & toubro ltd , cholamandalam investment and finance co ltd , axis bank ltd , gujarat gas ltd , hdfc bank ltd , bharti airtel ltd , j.b. chemicals & pharmaceuticals ltd , torrent pharmaceuticals ltd , max healthcare institute ltd ordinary shares , united breweries ltd , birla corp ltd , crompton greaves consumer electricals ltd , phoenix mills ltd , dr. lal pathlabs ltd , ultratech cement ltd , hindustan unilever ltd , fortis healthcare ltd , max financial services ltd , whirlpool of india ltd , vip industries ltd , zomato ltd , tata consumer products ltd , housing development finance corp ltd , dalmia bharat ltd , infosys ltd , tata consultancy services ltd , net receivables / (payables) , bharti airtel limited- rights , collateralized borrowing & lending obligation

    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 4 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.

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