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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)
Expense Ratio	0.76%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,317
AMC AUM (in Crs.)	₹ 19,090
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	30.97%
Axis Long Term Equity Fund - Direct Plan	500	500	15.96%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	28.74%
HSBC ELSS Fund - Direct Plan	500	500	25.63%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	16.18%
Tata India Tax Savings Fund - Direct Plan	500	500	27.22%
Axis Long Term Equity Fund - Direct Plan	500	500	15.96%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	39.09%

Top 10 Holdings

Company	Holding Type	Asset(%)
Axis Bank Ltd	Equity	9
ICICI Bank Ltd	Equity	8
Housing Development Finance Corp Ltd	Equity	5
UltraTech Cement Ltd	Equity	5
Fortis Healthcare Ltd	Equity	5
Infosys Ltd	Equity	4
State Bank of India	Equity	4
Global Health Ltd	Equity	4
Gujarat Gas Ltd	Equity	4
Jubilant Foodworks Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Collateral	2

Sector Allocation(%)

Sector	Percent
Financial Services	40
Healthcare	16
Consumer Cyclical	13
Basic Materials	10
Industrials	8

Fund Manager

Aditya Khemani

3+ years of experience

Rakesh Shetty

0+ years of experience

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.

mfservice@motilaloswal.com

Phone

8108622222

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m