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Motilal Oswal Long Term Equity Fund: Fund Review

Motilal Oswal Long Term Equity Fund aims to generate long-term capital appreciation from a diversified portfolio of predominantly equity
and equity related instruments. The fund gave 13.50% return since its launch in January 2015. The fund managers are Gautam Sinha Roy, Snigdha Sharma and Abhiroop Mukherjee.

Performance

Motilal Oswal Long Term Equity Fund is among few of the top funds in the ELSS category. The fund has managed to beat its benchmark in both short and long-term.

Motilal Oswal Long Term Equity Fund has beaten its category average in the 3-year by 1 percentage points. The fund has performed better than most of its peers. It gave 13.50 % return since its inception.

Fund1 Year Return (%)3 Year Return (%)5 Year Return (%)
Motilal Oswal Long Term Equity Fund-5.32%17.65%N/A
IDBI Equity Advantage Fund-1.11%11.45%17.82%
Axis Long Term Equity6.10%14.73%18.51%
Aditya Birla Sun Life Tax Relief 961.60%15.76%18.79%
Invesco India Tax Plan4.75%15.53%17.74%

A SIP investment of Rs 5,000 a month in Motilal Oswal Long Term Equity Fund started since inception in January 2015 is worth Rs 3.14 lakhs now.

 

Fund Information

Motilal Oswal Long Term Equity Fund is open-ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefit. It invests in securities across asset classes (debt and equity) and across sectors and capitalization levels. The fund has high conviction ideas with improved risk-adjusted return characteristics. It does a ‘360-degree view’ of companies to identify competitive advantages.

Fund has 95.79% investment in Indian stocks of which 72.49% is in large-cap stocks, 18.12% is in mid-cap stocks, 5.18% in small-cap stocks.

The fund has a well-diversified portfolio with 34 stocks in its portfolio. The top five holding sectors constitute 71.29% of the portfolio. These include Banks (21.48%), Finance (20.57%), Software (12.38%), Auto (8.72%) and Construction Project (8.14%).

 Recommendation

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. Motilal Oswal Long Term Equity Fund has a lock-in for 3 years. Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future. The fund accepts both lump sum and SIP investments. But its peers like Aditya Birla Sun Life Tax Relief 96 and Axis Long Term Equity are few of the top performers in this ELSS category.

Fund NameMotilal Oswal Long Term Equity Fund
Launch DateJanuary 21, 2015
AUMRs 1,175 Cr
Return (Returns greater than 1 year are annualized)Since Launch: 13.50%
1 Year: -5.32%
3 Year: 17.65%
Expense Ratio2.76%
Fund Category RiskHigh
Investment PlanGrowth
Minimum Investment Horizon5+ years
Minimum InvestmentRs 500
Minimum Additional InvestmentRs 500
Exit Load1% - If redeemed on or before 15 days
Fund ManagerGautam Sinha Roy
Snigdha Sharma
Abhiroop Mukherjee
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