Motilal Oswal Long Term Equity Fund Direct-Growth
Motilal Oswal Long Term Equity Fund Direct-Growth
Motilal Oswal Long Term Equity Fund Direct-Growth
Motilal Oswal Long Term Equity Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now!
INR
1000
1
Motilal Oswal Long Term Equity Fund Direct-Growth
4
5
Value Research
PB Recommended Equity ELSS
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
-9.18%
3 Yrs CAGR returns
-0.5%
5 Yrs CAGR returns
9.24%
NAV as on 25 Sep
₹ 17.15 by 0.42 ( 2.50%)
Expense ratio
0.76
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 | 33.76 |
| FMCG | 10.52 |
| Construction | 10.2 |
| Health Care | 7.64 |
| Services | 7.28 |
| Cons Durable | 5.4 |
| Technology | 4.83 |
| Communication | 4.73 |
| Automobile | 3.24 |
| Chemicals | 3.22 |
| Top 10 Sectors | % |
|---|---|
| Banking | 8.31 |
| Banking | 7.95 |
| Beer | 5.28 |
| Drugs & Pharma | 4.75 |
| Telecom.Services | 4.73 |
| Hotels & Restaurants | 4.47 |
| Banking | 4.3 |
| Cosmetics & Toiletries | 3.85 |
| Real Estate | 3.68 |
| Misc. Fin.services | 3.56 |
| 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 |
About Motilal Oswal Long Term Equity Fund
Motilal Oswal Long Term Equity Fund is an open ended equity scheme, that provides tax saving benefits along with long term capital appreciation. It invests in a mix of equity and equity related securities of large cap, midcap and small cap equity stocks.
The scheme comes with a mandatory lock-in period of 3 years, that ensures that the market volatility stabilizes in this period, and subsequently increasing the value of returns delivered in the long run. It is an attractive investment instrument for investors looking to create a substantial corpus of wealth and simultaneously save taxes.
How to invest in this fund online?
- Sign Up/Sign In to Paisabazaar.com and go to ‘Equity Funds’
- Click on the section of ‘ELSS Funds’
- Type and search directly by the name of Motilal Oswal Long Term Equity Fund. Once it opens up, look at the details. You can also compare similar funds as well as use Returns Calculator to calculate future value of your investment.
- Click on ‘Invest Now’, select either Lump sum or SIP