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Motilal Oswal Long Term Equity Fund - Direct Plan

Scheme Type

Open-ended

Scheme Category

ELSS (Tax Savings)

Benchmark Type

Nifty 500 Index

Scheme AUM (in Crs.)

₹ 1128.84

Expense Ratio

0.9%

Scheme Class

Equity

AMC AUM (in Crs.)

₹ 18599

Min Subscription

₹ 500

Min Addition Subscription

₹ 500

Performance

Comparison

Portfolio

Details

Analysis

AMC Details

Motilal Oswal Asset Management Co. Ltd

Launch Date

29 Dec 2009

Sponsor

NA

Email

Phone

022 - 39804263

Address

, -

Tax Implications

Short Term Capital Gain (Holding period < 12months):

17.16% - 17.94%

(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)

Long Term Capital Gain:

10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess

Taxation on Dividends:

10%

(Dividend Distribution Tax is paid by the mutual funds and not by investors.)

Risk

Moderately High

Exit Load

N.A.

Scheme Information Document (SID)

Read mutual fund scheme information document on AMC website to know fund information in detail.

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.

Suitability

This product is suitable for investors who are seeking

• Long-term capital growth;

• Investment predominantly in equity and equity related instruments;

Fund Analysis

The fund though follows a diversified approach, has around 70% in large caps to avoid extreme volatility. The fundis relatively new and does not have a track record of how it would handle the bear phase. However, the fund has been able to outperform its peers since its launch.

SIP/Lump Sum Calculator

Enter Investment Amount

For how many years?

0.5 Yrs

₹1,000

Investment per month for 0.5 Years

₹5,811

Portfolio Value

₹-189

Total Returns