Motilal Oswal Long Term Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 1055.71
Expense Ratio
1.25%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 20305
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
17.037
(0.14 %)
NAV as on 2018-11-16
Returns
Fund
Motilal Oswal Long Term Equity Fund - Direct Plan
1 Year
-3.55%
3 Year
15.66%
AMC Details
amc launch date
Launch Date
29 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
mfservice@motilaloswal.com
amc phone
Phone
022 - 39804263
amc address
Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
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 Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
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
5,938
Portfolio Value
-62
Total Returns