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

Buy

Category: Equity: ELSS
Launch Date: 05-01-2015
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.01% As on (31-10-2021)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,364.06 Cr As on (31-10-2021)
Turn over: 30.00

NAV as on 03-12-2021

26.6307

-0.15 (-0.5554%)

CAGR Since Inception

15.17%

NIFTY 500 TRI 17.0%

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

Scheme Performance (%) Data as on - 03-12-2021

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option	39.41	17.15	16.2	-	15.17
NIFTY 500 TRI	37.81	18.94	17.78	15.45	17.0
Equity: ELSS	37.22	17.87	16.17	16.1	15.3

Yearly Performance (%)

Nav Movement

Fund Managers

Aditya Khemani

Investment Objective

The scheme seeks to provide capital appreciation by investing in a well diversified portfolio of equity and equity related securities

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Select Start Date

Select Rolling Return Time Period

Riskometer

Key Performance and Risk Statistics of Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option	-	-	11.21	0.99	-	-
Equity: ELSS	-	-	-	-	-	-

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

Compare SIP Compare Lumpsum

Period

Data as on - 03-12-2021

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option	05-01-2015	39.41	20.15	17.15	16.2	0.0
Quant Tax Plan - Growth Option - Regular Plan	01-04-2000	71.46	51.84	34.38	25.71	20.07
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth	26-12-2008	52.37	31.92	20.9	19.51	18.13
BOI AXA Tax Advantage Fund-Regular Plan- Growth	25-02-2009	45.74	35.89	27.67	21.77	17.47
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option	05-09-2005	44.94	18.85	12.1	9.8	15.26
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth	05-10-2016	44.46	24.81	17.72	12.85	0.0
PGIM India Long Term Equity Fund - Regular Plan - Growth Option	11-12-2015	42.59	25.91	19.46	17.3	0.0
HDFC Taxsaver - Growth Plan	05-03-1996	42.5	19.72	14.08	12.49	13.43
HDFC Long Term Advantage Plan - Growth Plan	05-01-2001	42.35	23.35	18.3	16.9	16.38
Union Long Term Equity Fund - Growth Option	23-12-2011	42.21	28.06	21.48	16.48	0.0

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

Asset Allocation (%)