Motilal Oswal Long Term Equity Fund Regular Plan Growth
Medium
Risk
Equity
Elss Fund
+
21.52
%
21.52
%
3Y annualised
+
0.74
%
0.74
%
1D
1M
6M
1Y
3Y
All
Fund size
3120
NAV:
Mar 7, 2024
40.1825
Sector
Tech
Type
Equity
Launched
Jan 2015
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Zomato Ltd
6.89
%
Jio Financial Services Ltd
6.76
%
Trent Ltd
5.91
%
Global Health Ltd
5.4
%
IndusInd Bank Ltd
4.73
%
Prestige Estates Projects Ltd
4.30
%
Kalyan Jewellers India Ltd
4.19
%
InterGlobe Aviation Ltd
4.11
%
ICICI Bank Ltd
3.95
%
Infosys Ltd
3.76
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
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.
Fund house & investment objective
Motilal Oswal Long Term Equity Fund Regular Plan Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
