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Motilal Oswal Long Term Equity Fund Review

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Motilal Oswal Long Term Equity Fund

About Motilal Oswal Midcap Mutual Fund 

Motilal Oswal mutual fund is a public limited company incorporated on 14th Nov 2008 under the Companies Act, 1956. It undertakes several business activities including advisory and management services to off-shore funds, exchange of research on a commercial basis and financial consultancy, etc as subject to receipt of necessary regulatory approvals of Trustees. They also offer a range of products and services like investment activities, loan against shares, broking and distribution, investment banking, private equity, and institutional equities. The registered office is in Mumbai.  

About Motilal Oswal Long Term Equity Fund 

It is an equity based mutual fund scheme that was launched by Motilal Oswal mutual fundLater on, it was introduced on 21st Jan 2015 to its investors. Currently, the fund is managed by Siddharth BothraAbhiroop Mukherjee, Gautam Sinha Roy and Gautam Bothra. Talking about AUM, it is of INR 1648 Cr, and, the latest NAV is of INR 18.15 (dated as of 3rd Feb 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 500.  

Investment Objective 

The objective of the investment is to generate long-term capital-appreciation from a diversified portfolio of pre-dominantly equity & equity related instruments. Although, there can be NO guarantee or assurance that the objective of the investment would be achieved.  

Tax Implications 

Up to INR 1.5 lakh will be tax-free under Section 80C with a lock-in-period of 3 years. Also, returns will be taxed at 10%.  

Top Holdings 

Name  Sector  Instrument  % Assets 
ICICI Bank Ltd.  Financial  Equity  10.4% 
HDFC Bank Ltd.  Financial  Equity  9.1% 
Axis Bank Ltd.  Financial  Equity  7.8% 
Maruti Suzuki India Ltd.  Automobile  Equity  4.9% 
Kotak Mahindra Bank Ltd.  Financial  Equity  4.6% 
United Breweries Ltd.  FMCG  Equity  4.4% 
HDFC Life Insurance Co Ltd.  Financial  Equity  4.2% 
Larsen & Toubro Ltd.  Construction  Equity  4.0% 
Hindustan Unilever Ltd.  FMCG  Equity  3.6% 
Jubilant FoodWorks Ltd.  Services  Equity  3.5% 

 

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. 

Rating: 5.0/5. From 5 votes.
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