- 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)
₹ 20.507
NAV (Dec 06)
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.
Scripbox Recommended Tax Saving Fund
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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
₹ 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
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
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
axis bank ltd
9.5%icici bank ltd
8.1%ultratech cement ltd
5.2%state bank of india
4.7%housing development finance corp ltd
4.4%Allocation by Sector
financial services
39.9%healthcare
14.5%consumer cyclical
14%basic materials
9.4%industrials
8.7%Compare Motilal Oswal Long Term Equity Fund (PIDCW-A)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.