Motilal Oswal Long Term Equity Fund Direct-Growth
PB Recommended Equity ELSS
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
17.13%
3 Yrs CAGR returns
14.66%
5 Yrs CAGR returns
NA
NAV as on 14 Nov
₹ 19.78 by 0.19 ( 0.99%)
Expense ratio
0.78
Lock-in period
19.29%
Fund Size (Cr)
₹ 1388.56
If ₹1000 invested for 1
Estimated returns*
₹ 0
with % annual returns
* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More
The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
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Equity
| Top 10 Sectors | % |
|---|---|
| Financial | 34.9 |
| Cons Durable | 9.52 |
| FMCG | 8.76 |
| Construction | 8.24 |
| Services | 6.4 |
| Automobile | 5.25 |
| Life Insurance | 5.14 |
| Chemicals | 4 |
| Textiles | 3.9 |
| Health Care | 3.6 |
| Top 10 Sectors | % |
|---|---|
| Banking | 9.34 |
| Banking | 9.16 |
| Banking | 7.94 |
| Cars & Multi Utility Vehicles | 5.25 |
| Life Insurance | 5.14 |
| Infrastructure | 4.73 |
| Banking | 4.47 |
| Cosmetics & Toiletries | 4.12 |
| Paints & Varnishes | 4 |
| Cloth | 3.9 |
| Fund House | Motilal Oswal Mutual Fund |
| Fund Manager | Snigdha Sharma |
| Fund Setup Date | 26 Dec 2014 |
| Address | Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, |
| Contact | 022- 39804238, 1800-200-6626 |
| Email ID | mfservice@motilaloswal.com |