Motilal Oswal Long Term Equity Reg-G

Fund Category: ELSS

Fund Category ELSS

Very High Equity G

2 Morning Star

2 Value Research

NAV( 6 Feb 2023)

₹ 26.99

8.09%

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Motilal Oswal Long Term Equity Reg-G

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Performance

19.62%3y Returns

-0.07% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

1095
Expense ratio

2.02%
Exit load

0.0% NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 2,260 Cr
Plan

REGULAR
Launch date

26 Dec 2014
Fund type

OPEN
Fund benchmark

NIFTY 500 Total Return Index
ISIN

INF247L01544

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Others CBLO	0.32%
Axis Bank Ltd	7.7%
Bharat Electronics Ltd	1.37%
Bharat Forge Ltd	2.01%
Birla Corporation Ltd	2.41%
Carborundum Universal Ltd	2.58%
Cholamandalam Investment & Finance Company Ltd	2.83%
Cummins India Ltd	2.53%
The Federal Bank Ltd	2.96%
Fortis Healthcare Ltd	4.58%
HDFC Bank Ltd	3.32%
Hindustan Unilever Ltd	2.58%
Housing Development Finance Corporation Ltd	5.51%
ICICI Bank Ltd	5.51%
Infosys Ltd	4.22%
JB Chemicals & Pharmaceuticals Ltd	2.99%
Larsen & Toubro Ltd	1.94%
Max Financial Services Ltd	2.25%
Page Industries Ltd	1.45%
Religare Enterprises Ltd	2.25%
State Bank of India	4.55%
TVS Motor Company Ltd	1.58%
Titan Company Ltd	3.67%
Trent Ltd	3.82%
Ultratech Cement Ltd	5.42%
United Breweries Ltd	1.85%
Jubilant FoodWorks Ltd	3.67%
Gujarat Gas Ltd	2.87%
Avenue Supermarts Ltd	0.38%
Crompton Greaves Consumer Electricals Ltd	2.42%
Dalmia Bharat Ltd	2.26%
Medplus Health Services Ltd	1.5%
Global Health Ltd	4.78%
Net Payables	-0.09%

Sectors

Company	Allocation %
Others	0.23%
Automobile	3.59%
Construction	1.94%
Consumer Staples	4.43%
Materials	10.09%
Financial	36.88%
Capital Goods	3.90%
Consumer Discretionary	6.09%
Textiles	1.45%
Services	7.87%
Energy	2.87%
Technology	4.22%
Metals & Mining	2.58%
Healthcare	13.85%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
Wealth will be Multiplied In Short time!

About AMC

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Motilal Oswal Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.mostshares.com/
Phone:

Funds Offered

28
AUM

₹ 32,613 Cr
Website

http://www.mostshares.com/

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

Fund Manager

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Aditya Khemani

Funds Offered

2
AUM

₹ 3,665 Cr
Highest Return

14.84%

About

Aditya Khemani Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now