Motilal Oswal Long Term Equity Fund Regular Growth-1.36%

5Groww
-11.68%
1 Year Return
Equity
ELSS
5.0 star
6M
1Y
3Y
All

Fund Details

Motilal Oswal Long Term Equity Fund Regular Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.15%
NAV16.75 (08 Jul 2019)
Fund Started20 Jan 2015
Fund Size1,339 Cr

Fund Overview

Quick overview of Motilal Oswal Long Term Equity Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Long Term Equity Fund Regular Growth
-11.7%
8.5%
NA
10.9%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -11.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Age is less than 5 years
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity8.8%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity7.7%
    Infosys Ltd.ITEquity7.2%
    IndusInd Bank Ltd.Financial ServicesEquity5.6%
    Larsen & Toubro Ltd.ConstructionEquity4.9%
    Maruti Suzuki India Ltd.AutomobileEquity4.1%
    Bajaj Finance Ltd.Financial ServicesEquity4.0%
    Eicher Motors Ltd.AutomobileEquity3.9%
    Max Financial Services Ltd.Financial ServicesEquity3.7%
    ICICI Lombard General Insurance Company Ltd.Financial ServicesEquity3.4%
    See All

    Fund Managers

    addSnigdha Sharma
    Education
    Ms. Sharma is a MBA (Finance) and B.Tech. (Mechanical)
    Experience
    Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.
    Funds Managed

    Other Details

    Motilal Oswal Long Term Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced to investors on 20 Jan 2015. Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Long Term Equity Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,339 Cr and the Latest NAV as of 08 Jul 2019 is ₹16.75.

    The Motilal Oswal Long Term Equity Fund Regular Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Motilal Oswal Mutual Fund

    Address
    Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
    Phone
    022-39804263
    Launch Date
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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