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).
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
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Historical NAV
₹ 21.3
NAV (Oct 25)
Fund Returns
Last 1Y
57%
Last 3Y
19.6%
Last 5Y
14%
Last 10Y
NA
Since Inception
15.4%
6 Month CAGR
25.7%
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 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.
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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund 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.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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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About Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)
About Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)
Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 15.4% over a period of 6 years. The fund was previously known as Motilal Oswal L/T Equity Reg DP . 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 of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) NAV,AUM,Risk
The Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) fund was launched on Jan 21, 2015. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-25 is ₹21.30. 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 of Income Distribution cum capital wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.02 % as expense ratio.
Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) Review
Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) 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.
