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  • Motilal Oswal Asset Management Co. Ltd
  • Motilal Oswal Long Term Equity Fund (Growth)

Formerly Motilal Oswal MOSt Focused L/T Reg Gr

Motilal Oswal Long Term Equity Fund (Growth)

Motilal Oswal Long Term Equity Fund (Growth)

Equity

Tax Saving

Recommended

Top Ranked

18.5761

NAV (Nov 19)

Scripbox Opinion

Recommended

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).

Our analysis of this fundLearn how we rate funds ->

Track Record

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

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.

Learn why choose a plan over a fund ->
  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3
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    Save Tax
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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

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

2.15 %

Expense Ratio

Jan 21, 2015

Launched (5y ago)

₹ 1,599

AUM in Crores

INF247L01544

ISIN

3

Lock-in

IISL Nifty 500 TR INR

Benchmark

₹ 500

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
user-avatar

Abhiroop Mukherjee

Fund Manager

user-avatar

Aditya Khemani

Fund Manager

calculator

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.

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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
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-19

Top Stock Holdings

Hdfc bank ltd

8.7%
8.7%

Icici bank ltd

7.8%
7.8%

Bharti airtel ltd

5.3%
5.3%

Torrent pharmaceuticals ltd

5%
5%

Jubilant foodworks ltd

4.6%
4.6%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

41.1%
90%

Consumer cyclical

11.8%
90%

Consumer defensive

9.3%
90%

Healthcare

8.7%
90%

Technology

8.5%
90%
See all sectorsright-arrow
comparison

Comparison with Equity Funds

L&T Midcap Fund (G)

L&T Midcap Fund (G)

Mid Cap

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

20 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

18 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

24 Years

Age

5

Track Record

amc-icon

About the AMC

Motilal Oswal Asset Management Co. Ltd

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.

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  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Motilal Oswal Multicap 35 Fund (G)

    Motilal Oswal Multicap 35 Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 11,014 Cr

    Fund Size

    2.1%

    3Y returns

    Motilal Oswal Long Term Equity Fund (G)

    Motilal Oswal Long Term Equity Fund (G)

    Tax Saving

    Recommended

    Top Ranked

    ₹ 1,598 Cr

    Fund Size

    3.1%

    3Y returns

    Motilal Oswal Long Term Equity Fund (DP-A)

    Motilal Oswal Long Term Equity Fund (DP-A)

    Tax Saving

    Top Ranked

    ₹ 1,598 Cr

    Fund Size

    2.4%

    3Y returns

    Motilal Oswal Multicap 35 Fund (DP-A)

    Motilal Oswal Multicap 35 Fund (DP-A)

    Diversified

    Top Ranked

    ₹ 11,014 Cr

    Fund Size

    0.6%

    3Y returns

    Motilal Oswal Multicap 35 Fund (DR-A)

    Motilal Oswal Multicap 35 Fund (DR-A)

    Diversified

    Top Ranked

    ₹ 11,014 Cr

    Fund Size

    0.6%

    3Y returns

    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
    • 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

    Motilal Oswal Long Term Equity Fund (Growth)

    Motilal Oswal Long Term Equity Fund (Growth)

    Equity

    Tax Saving

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    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

    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

    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.

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