Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option

ELSS NAV 32.5382 0 22 September, 2023

Fund Details

Category ELSS
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 January, 2015
Benchmark NIFTY 500 TRI
Asset Size(Cr) 2348.7559
Turn over 70%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 1.96
Fund Manager Aditya Khemani, Rakesh Shetty
Fund House Motilal Oswal Mutual fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.35% 1.58% 1.68%
1 M 3.31% 4.02% 3.64%
3 M 2.53% 1.44% 1.64%
6 M 1.23% 0.35% -0.87%
1 Y 11.02% 7.25% 5.63%
2 Y 11.86% 12.49% 11.19%
3 Y 22.91% 23.79% 23.4%
5 Y 8.89% 12.46% 9.95%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.12 1.17 -0.73 0.92
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 0.13%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 11.02% 22.91% 8.89%
Mirae Asset Tax Saver Fund-Regular Plan-Growth 4.15% 25.78% 13.78%
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 4.36% 23.85% 10.74%
Axis Long Term Equity Fund - Regular Plan - Growth -3.59% 14.95% 8.43%
Aditya Birla Sun Life Tax Relief 96 - Growth Option -0.2% 12.35% 4.49%

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Motilal Oswal Long Term Equity Fund: A Path Towards Higher Returns

At every year end, investors run after such mutual funds which provide them tax deduction as well as high returns. This is why we, at MySIPonline, suggest investors to invest in the top performing mutual fund schemes that also include Motilal Oswal Long Term Equity Fund. The fund was launched by Motilal Oswal Mutual Fund in the year 2015, and since then it has provided consistent returns and make way to top performer in ELSS category schemes. It is an open-ended equity scheme which has a statutory lock-in period of 3 years.

Where Are the Assets Allocated?

Motilal Oswal Long Term Equity Fund growth is managing the assets of Rs 1,129 Cr as on Nov 30, 2018, with an expense ratio of 2.34%. The fund is highly focused on its investment approach and invests in 30-40 stocks at a time. Currently, it is investing in 33 companies by following the growth style of investment. Motilal Oswal Long Term Equity Fund has invested 53% of its assets in equity stocks of giant companies, 19% in large-cap companies, 24% in mid-cap, and 2% in small-cap companies.
As we see the graph of sector allocation of Motilal Oswal ELSS Fund, we can depict that the fund has a high allocation in finance, technology, automobile, healthcare, and cons durable industries. This indicates that the fund has been following a defensive investment philosophy to offer risk-adjusted long-term capital appreciation to the investors.

How Is Motilal Oswal Long Term Equity Fund G Performing?

It is a newly launched scheme in the tax saving mutual fund category which has delivered the average annualised returns of 12.72% in the past 2 years. Besides this, if we look at the yearly returns of Motilal Oswal Long Term Equity Scheme of 2016 and 2017, it has performed so well to beat its benchmark NIFTY 500 TRI and category’s average. This shows that the fund has the capability to provide high returns to the investors in the long run. However, it has not faced any bearish market, so investors need to stay invested and see how the fund will perform in the long run.

Who Should Invest?

Motilal Oswal Long Term Equity Fund - Growth Plan is an ELSS plan which offers deduction to investors up to Rs 1.50 Lakh under Section 80C of the Income Tax Act, 1961. So, investors who want to save tax by investing in mutual funds should invest in the fund and stay invested for at least 5 years. Investors who park their capital in the fund must have an appetite of tolerating a moderately high-risk appetite because Motilal Oswal Long Term Equity invests predominantly in equity and equity-related securities which get affected by the market fluctuations and change fund’s NAV. Currently, Motilal Oswal Long Term Equity NAV is Rs 15.92, as on Dec 11, 2018.

For investment in Motilal Oswal Long Term Equity Growth Fund, investors may choose the path of SIP or lumpsum mode. They may also use the SIP calculator and lumpsum calculator to get to know how much amount they will get after the completion of the tenure. Investors can also take the benefit of the tax calculator of MySIPonline to know what amount of deduction they will get under Section 80C annually. Investors can also connect with our experts via call or email for any further assistance regarding investments and scheme’s details.

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