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Motilal Oswal Long Term Equity Fund Direct-Growth rating rating rating rating rating

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


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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 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 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