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Motilal Oswal Long Term Equity Fund Regular Plan Growth

Medium
Risk
Equity
Elss Fund
+
23.06
%
23.06
%
3Y annualised
+
1.66
%
1.66
%
1 Day returns
Fund size
3026
NAV:
Feb 23, 2024
41.1167
Sector
Tech
Type
Equity
Launched
Jan 2015
Min Investment
500
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
Zomato Ltd
6
%
Global Health Ltd
5.77
%
Jio Financial Services Ltd
5.58
%
IndusInd Bank Ltd
5.07
%
Trent Ltd
4.84
%
Prestige Estates Projects Ltd
4.81
%
InterGlobe Aviation Ltd
4.46
%
Fortis Healthcare Ltd
4.28
%
ICICI Bank Ltd
3.98
%
Infosys Ltd
3.84
%

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

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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
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* Returns are calculated as per lifetime average per annum returns of the fund.
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