Motilal Oswal Long Term Equity Fund - Direct Plan
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 Info
| Scheme Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | Nifty 500 Index |
| Expense Ratio | 0.69% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,338 |
| AMC AUM (in Crs.) | ₹ 19,090 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 17.68% | |
| 500 | 500 | 9.74% | |
| 500 | 500 | 11.6% | |
| 500 | 500 | 9.84% | |
| 500 | 500 | 12.39% | |
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan | 500 | 500 | 9.66% |
| 500 | 500 | 9.17% | |
| 500 | 500 | 9.84% | |
| 500 | 500 | 12.17% | |
| 500 | 500 | 12.39% | |
| 500 | 500 | 11.6% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 8 |
| ICICI Bank Ltd | Equity | 6 |
| Housing Development Finance Corp Ltd | Equity | 6 |
| Infosys Ltd | Equity | 6 |
| Larsen & Toubro Ltd | Equity | 5 |
| Cblo / Reverse Repo Investments | Cash - Repurchase Agreement | 4 |
| IndusInd Bank Ltd | Equity | 4 |
| Bajaj Finance Ltd | Equity | 4 |
| Eicher Motors Ltd | Equity | 4 |
| HDFC Life Insurance Co Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 94 |
| Cash - Repurchase Agreement | 4 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 21 |
| Information Technology Services | 8 |
| Auto Manufacturers | 8 |
| Specialty Finance | 7 |
| Oil & Gas Refining & Marketing | 6 |
Motilal Oswal Mutual Fund
AUM
₹19,090 Cr
About
Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.
Email
Phone
8108622222
Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road,,Opposite Parel ST Depot, Prabhadevi,Mumbai 400025, Mumbai - 400025
Motilal Oswal Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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