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
2,049 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
Invest in this fund
Explore a better alternative to this fund with a Scripbox 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.
No single fund can achieve what a plan can. Learn why
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 24,664 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.
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
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create an Account
Create an account with Scripbox through a paperless process, to invest
in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
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 13.0% 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 as of 2021-05-06 is ₹ 17.4705. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 2048.018. 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 2.01 % 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 99.3% in this asset class. The top three holdings of the fund are icici bank ltd,hdfc bank ltd and jubilant foodworks ltd
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.
