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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! Paisabazaar INR 1000 1 rating rating rating rating rating Motilal Oswal Long Term Equity Fund Direct-Growth 4 5

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


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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* 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.

investment objective

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.

riskometer
Top Holdings
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 details
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
More About This Fund

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