Overview of Motilal Oswal Long Term Equity Fund

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Motilal Oswal Long Term Equity Fund is an open-ended tax saving mutual fund with a lock-in period of 3 years. Previously, it was named Motilal Oswal Most Focused Long Term Fund. The investment objective of Motilal Oswal Long Term Equity Fund is to invest in a diversified portfolio focusing mainly in equity related securities in order to generate long term wealth.

Motilal Oswal Long Term Equity Fund ELSS scheme was launched on January 21, 2015. A minimum of Rs. 500 on a monthly basis is esay to invest in Motilal Oswal Long Term Equity Fund sip scheme. For mutual fund tax exemption benefit,  you can easily opt for Motilal Oswal Long Term Equity Fund regular growth scheme. 

Motilal Oswal Long Term Equity Fund Facts

  • Motilal Oswal Long Term Equity Fund portfolio allocate its investment of 93.7% in equity stocks, out of which 68.11% in large cap, 19.5% in mid cap and 6.11% in small cap stocks. The rest is allocated to money market or debt instruments, cash and cash at call, G-Secs etc. to cope up with the fluctuating market.
  • Motilal Oswal Long Term Equity Fund tax saver scheme helps to save tax on your mutual fund investment under Section 80C of Income Tax Act, 1961.
  • The return from Motilal Oswal Long Term Equity Fund regular growth plan is around 17.20% in the last 3 years.
  • In order to earn a higher return, you need to invest more than 3 years in Motilal Oswal Long Term Equity mutual fund investment scheme in India
  • Investing in Motilal Oswal Long Term Equity Fund growth scheme is ideal for those individual who are fine with equity exposure in order to build long term wealth by investing for a minimum of 3 years.

Top 5 Sectors of Motilal Oswal Long Term Equity Fund

S.No. Holding Name Net Assets (in %)
1 Bank – Private 21.4
2 IT – Software 10.79
3 Finance – Housing 7.39
4 Miscellaneous 6.3
5 Engineering – Construction 5.27

(as on date- 10/04/2019)

Top 10 Holdings of Motilal Oswal Long Term Equity Fund

S.No. Holding Name Net Assets (in %)
1 HDFC Bank Limited 8.29
2 ICICI Bank Limited 5.76
3 Housing Development Finance Corporation Limited 5.56
4 Infosys Limited 5.54
5 Larsen & Toubro Limited 5.27
6 CBLO / Reverse Repo Investments 4.24
7 IndusInd Bank Limited 4.02
8 Bajaj Finance Limited 3.66
9 Eicher Motors Limited 3.6
10 HDFC Life Insurance Company Limited 3.32

(as on date- 10/04/2019)

Details of Motilal Oswal Long Term Equity Fund

Date of Inception- 21st January, 2015
Fund Manager- Mr. Abhiroop Mukherjee, Mr. Gautam Sinha Roy
Benchmark- Nifty 500 TRI
Riskometer- Moderately High
Return Since Launch- 13.35%
AUM- Rs. 1338.44 crore (as on 31st Mar, 2019)

Motilal Oswal Long Term Equity Fund performance is shown in the below mentioned table-

  1-Year 3-Year 5-Year 10-Year
Fund -6.77 17.20
S&P BSE 500 TRI 5.67 16.36
Category 0.48 14.13
Rank within Category 34 2
Number of funds in category 36 34
As on Apr 10, 2019

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