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Asset Size:1725Cr
Expense Ratio:2.1%
Fund Manager(s):Gautam Roy,
5year Returns:12.99%

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Motilal Oswal Long Term Equity Fund - Regular Plan - Growth

Motilal Oswal       

Tax Savings
ELSS (Tax Savings)

Nav : 19.1964 ( -0.03%) February 25th, 2020

People currently viewing this : 1

Rank (of 245)

2

Annualized Returns(5 yrs)

12.99%

Investment Horizon

>3 Yr

Doubled Money

5yrs 9m

Returns since January 21st, 2015

13.65%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

83.8L

Projected Maturity Amount

1.4Cr

Motilal Oswal     

Tax Savings
ELSS (Tax Savings)

Nav : 19.1964 ( -0.03%) February 25th, 2020

People currently viewing this : 1

Upwardly's Take :

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. This 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.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

83.8L

Projected Maturity Amount

1.4Cr

Rank (of 245)

2

Annualized Returns(5 yrs)

12.99%

Investment Horizon

>3 Yr

Doubled Money

5yrs 9m

Returns since January 21st, 2015

13.65%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Motilal Oswal
Launch Date
January 21st, 2015
Expense Ratio
2.1%
Fund Category Risk
High
Std Dev (1Yr)
12.533
Std Dev (3Yr)
12.623
Std Dev (5Yr)
13.753
Asset Size
1725Cr
Investment Details
Investment Plan
Growth
Return since Launch
13.65 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 39804263