- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Long Term Equity Fund (PIDCW-A)
Formerly Motilal Oswal L/T Equity Reg DP
Motilal Oswal Long Term Equity Fund (PIDCW-A)
₹ 17.4227
NAV (May 27)
Neutral
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
2,170 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
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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.4227
NAV (May 27)
Fund Returns
Last 1Y | 2.3% |
Last 3Y | 10.8% |
Last 5Y | 8% |
Last 10Y | NA |
Since Inception | 12% |
6 Month CAGR | -10.6% |
Scheme Information
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 |
Launched (7y ago) | Jan 21, 2015 |
AUM in Crores | 2169.006 |
ISIN | INF247L01551 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
10%state bank of india
6.3%larsen & toubro ltd
5.1%axis bank ltd
5.1%jubilant foodworks ltd
4.5%
Allocation by Sector
financial services
32.8%healthcare
17.9%basic materials
11.1%consumer cyclical
9.7%industrials
7.1%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Asset Management Co. Ltd manages assets worth 27,616 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.8% | 21.4% | ||
4.9% | 6.6% | ||
- | 15.7% | ||
- | 13.2% | ||
3.6% | 3.9% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsMotilal 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 12% 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 Abhiroop Mukherjee, Aditya Khemani.
Nav of Motilal Oswal Long Term Equity Fund (PIDCW-A) as of 5/27/2022 is ₹17.42 with the total AUM as of 5/28/2022 is ₹2169.006. 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 2 fund in Equity and delivered 2.3% 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)?
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% for regular plan.