• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Long Term Equity Fund (PIDCW-A)

Formerly Motilal Oswal L/T Equity Reg DP

Motilal Oswal Mutual Fund

Motilal Oswal Long Term Equity Fund (PIDCW-A)

EquityTax Saving

20.507

NAV (Dec 06)

9.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Invest in this fund

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.?

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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

20.507

NAV (Dec 6)

Fund Returns

Last 1Y

6.7%

Last 3Y

14.5%

Last 5Y

9.7%

Last 10Y

NA

Since Inception

13.5%

6 Month CAGR

17.6%

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

2.04

Launched (7y ago)

Jan 21, 2015

AUM in Crores

2274.045

ISIN

INF247L01551

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

23.1

Standard Deviation (5yr)

19.8

Beta (3yr)

0.98

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.516

Sharpe Ratio (5yr)

0.301

YTM

0

Fund Managers

Rakesh Shetty

Fund Manager

Aditya Khemani

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 2022-12-06

Top Stock Holdings

axis bank ltd

9.5%
9.5%

icici bank ltd

8.1%
8.1%

ultratech cement ltd

5.2%
5.2%

state bank of india

4.7%
4.7%

housing development finance corp ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

39.9%
39.9%

healthcare

14.5%
14.5%

consumer cyclical

14%
14%

basic materials

9.4%
9.4%

industrials

8.7%
8.7%
See all sectors

Compare Motilal Oswal Long Term Equity Fund (PIDCW-A)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 28,429 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

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

    17.5%

    19%

    26.2%

    20.9%

    15%

    14%

    14.5%

    13.5%

    25.2%

    18.8%

    Motilal Oswal Long Term Equity Fund (PIDCW-A) Review

    Motilal Oswal Long Term Equity Fund (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 13.5% over a period of 7 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 Aditya Khemani, Rakesh Shetty.

    Nav of Motilal Oswal Long Term Equity Fund (PIDCW-A) as of 12/6/2022 is ₹20.51 with the total AUM as of 12/7/2022 is ₹2274.045. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Long Term Equity Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 3 fund in Equity and delivered 6.7% 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 (PIDCW-A).

    Frequently Asked Questions

    What is Motilal Oswal Long Term Equity Fund (PIDCW-A)?

    Motilal Oswal Long Term Equity Fund (PIDCW-A) 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 (PIDCW-A)?

    You can invest in Motilal Oswal Long Term Equity Fund (PIDCW-A) 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 (PIDCW-A)?

    The minimum sip amount for Motilal Oswal Long Term Equity Fund (PIDCW-A) is ₹500. You can invest in multiples of ₹500.

    Is Motilal Oswal Long Term Equity Fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Motilal Oswal Long Term Equity Fund (PIDCW-A) is a Neutral fund. You can investMotilal Oswal Long Term Equity Fund (PIDCW-A) 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 (PIDCW-A)?

    The expense ratio of the Motilal Oswal Long Term Equity Fund (PIDCW-A) is 2.04% for regular plan.