Motilal Oswal Long Term Equity Fund Direct Plan Growth
Motilal Oswal Long Term Equity Fund Direct Plan Growth

Motilal Oswal Long Term Equity Fund Direct Plan Growth

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 29.57 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
0.73%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹2376 Cr
Inception Date
Inception Date
21 January, 2015
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹1500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
313.73%

Fund Distribution

  • Equity 100.1%
Size breakup
Large cap
69.3%
Mid cap
30.7%
Sector Allocation
Financial Services
31.6%
Health
17.5%
Cyclical
14.8%
Defensive
8.4%
Basic Materials
8.2%
Industrial
4.7%
Utilities
4.4%
Communication
3.9%
Real Estate
3.3%
Tech
3.2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings32
Equity Holdings30
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Aditya Khemani,Abhiroop Mukherjee
About the fund

About the fund

This fund has delivered an average annual returns of 17.42% since inception which is more than its category average return of 15.88%
Fund Allocations

Fund Allocations

This fund has an allocation of 100.1% in Equity, 0% in Debt and -0.1% in Cash related instruments
AUM size ₹2376 Cr

AUM size ₹2376 Cr

This fund has AUM of ₹2376 Cr which is less than its category average of ₹ 2888 Cr
Expense Ratio 0.73%

Expense Ratio 0.73%

This fund has an expense ratio of 0.73% which is less than its category average expense ratio of 1.57%

AMC details

Fund House
Motilal Oswal Asset Management Co. Ltd
Email
mfservice@motilaloswal.com
Phone
+912239804263
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,
We are a SEBI registered investement advisor