Loading...

Fund Overview

Fund Size

Fund Size

₹4,223 Cr

Expense Ratio

Expense Ratio

1.81%

ISIN

ISIN

INF247L01544

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

21 Jan 2015

About this fund

Motilal Oswal Long Term Equity Fund Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 10 years, 7 months and 17 days, having been launched on 21-Jan-15.
As of 05-Sep-25, it has a Net Asset Value (NAV) of ₹50.73, Assets Under Management (AUM) of 4223.40 Crores, and an expense ratio of 1.81%.
  • Motilal Oswal Long Term Equity Fund Regular Growth has given a CAGR return of 16.52% since inception.
  • The fund's asset allocation comprises around 98.25% in equities, 0.00% in debts, and 1.75% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Long Term Equity Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-3.41%

(Cat Avg.)

3 Years

+24.23%

+16.46% (Cat Avg.)

5 Years

+24.97%

+20.74% (Cat Avg.)

10 Years

+16.94%

+14.36% (Cat Avg.)

Since Inception

+16.52%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity4,149.61 Cr98.25%
Others73.79 Cr1.75%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Eternal LtdEquity281.63 Cr6.67%
Multi Commodity Exchange of India LtdEquity191.55 Cr4.54%
Prestige Estates Projects LtdEquity183.7 Cr4.35%
Kaynes Technology India LtdEquity177.32 Cr4.20%
Waaree Energies LtdEquity175.58 Cr4.16%
Amber Enterprises India Ltd Ordinary SharesEquity174.67 Cr4.14%
One97 Communications LtdEquity151.72 Cr3.59%
Bharat Dynamics Ltd Ordinary SharesEquity146.87 Cr3.48%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity146.83 Cr3.48%
Piramal Enterprises LtdEquity143.3 Cr3.39%
OneSource Specialty Pharma LtdEquity142.05 Cr3.36%
PTC Industries LtdEquity140.56 Cr3.33%
Suzlon Energy LtdEquity139.4 Cr3.30%
Apar Industries LtdEquity136.9 Cr3.24%
CG Power & Industrial Solutions LtdEquity134.66 Cr3.19%
Bharat Electronics LtdEquity132.91 Cr3.15%
Premier Energies LtdEquity129.99 Cr3.08%
Inox Wind LtdEquity126.28 Cr2.99%
PB Fintech LtdEquity125.26 Cr2.97%
Muthoot Finance LtdEquity125.04 Cr2.96%
Dixon Technologies (India) LtdEquity113.23 Cr2.68%
Religare Enterprises LtdEquity106.61 Cr2.52%
Zen Technologies LtdEquity104.49 Cr2.47%
KSB LtdEquity101.54 Cr2.40%
Angel One Ltd Ordinary SharesEquity98.82 Cr2.34%
K.P.R. Mill LtdEquity92.33 Cr2.19%
Kalyan Jewellers India LtdEquity91.53 Cr2.17%
International Gemmological Institute (India) LtdEquity88.34 Cr2.09%
Samvardhana Motherson International LtdEquity80.19 Cr1.90%
Affle 3i LtdEquity67.17 Cr1.59%
Net Receivables / (Payables)Cash63.44 Cr1.50%
Radico Khaitan LtdEquity56.45 Cr1.34%
Ola Electric Mobility LtdEquity42.7 Cr1.01%
Trp_010925Cash - Repurchase Agreement10.35 Cr0.25%

Allocation By Market Cap (Equity)

Large Cap Stocks

14.90%

Mid Cap Stocks

48.46%

Small Cap Stocks

34.89%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Industrials1,340.92 Cr31.75%
Financial Services790.58 Cr18.72%
Consumer Cyclical763.05 Cr18.07%
Technology570.52 Cr13.51%
Basic Materials235.17 Cr5.57%
Real Estate183.7 Cr4.35%
Healthcare142.05 Cr3.36%
Communication Services67.17 Cr1.59%
Consumer Defensive56.45 Cr1.34%

Risk & Performance Ratios

Standard Deviation

This fund

18.99%

Cat. avg.

13.23%

Lower the better

Sharpe Ratio

This fund

0.86

Cat. avg.

0.70

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.14

Higher the better

Fund Managers

Ajay Khandelwal

Ajay Khandelwal

Since December 2023

Rakesh Shetty

Rakesh Shetty

Since November 2022

AM

Atul Mehra

Since October 2024

Additional Scheme Detailsas of 31st August 2025

ISIN
INF247L01544
Expense Ratio
1.81%
Exit Load
No Charges
Fund Size
₹4,223 Cr
Age
10 years 7 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹61.00 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹61.00 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹214.56 Cr-2.3%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹63.64 Cr-5.8%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹63.64 Cr-6.1%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹30.97 Cr-3.6%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹30.97 Cr-3.4%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹13.02 Cr-2.1%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Very High Risk

1.4%0.0%₹13.02 Cr-2.4%
SBI Long Term Advantage Fund Series I Regular Growth

Low Risk

-0.0%₹49.50 Cr16.8%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹77.12 Cr-4.5%
SBI Long Term Advantage Fund Series VI Regular Growth

Very High Risk

-0.0%₹277.00 Cr-7.5%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹277.00 Cr-7.2%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth

Very High Risk

1.4%0.0%₹77.12 Cr-4.7%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹34.34 Cr-3.0%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Tax Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹33.26 Cr31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth

Very High Risk

1.4%-₹34.34 Cr-3.2%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth

Very High Risk

1.4%0.0%₹40.95 Cr-0.0%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth

Very High Risk

1.0%0.0%₹40.95 Cr0.3%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹22.85 Cr-2.4%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹22.85 Cr-2.2%
SBI Long Term Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹69.95 Cr-11.6%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹69.95 Cr-11.3%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹387.55 Cr10.7%
SBI Long Term Advantage Fund Series V Regular Growth

Very High Risk

-0.0%₹387.55 Cr10.3%
SBI Long Term Advantage Fund Series IV Regular Growth

Very High Risk

-0.0%₹203.68 Cr-8.9%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹203.68 Cr-8.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹36.37 Cr-4.3%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹36.37 Cr-4.4%
Invesco India Tax Plan Regular Growth

Very High Risk

1.9%0.0%₹2821.90 Cr-2.4%
HSBC ELSS Fund Direct Growth

Very High Risk

1.2%0.0%₹4143.69 Cr-1.0%
LIC MF ELSS Direct Growth

Very High Risk

1.0%0.0%₹1114.91 Cr-1.6%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.6%0.0%₹6354.72 Cr-3.4%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2821.90 Cr-1.3%
HSBC Tax Saver Equity Fund Regular Growth

Very High Risk

2.5%0.0%₹249.72 Cr2.7%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth

Very High Risk

1.1%0.0%₹14403.12 Cr0.0%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1376.95 Cr0.2%
Bandhan Tax Advantage (ELSS) Fund Direct Growth

Very High Risk

0.7%0.0%₹6973.73 Cr-4.1%
Nippon India Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.0%0.0%₹15338.90 Cr-3.3%
JM Tax Gain Fund Direct Growth

Very High Risk

1.1%0.0%₹206.74 Cr-5.0%
Samco ELSS Tax Saver Fund Direct Growth

Very High Risk

1.0%0.0%₹124.39 Cr-13.1%
Samco ELSS Tax Saver Fund Regular Growth

Very High Risk

2.4%0.0%₹124.39 Cr-14.3%
Mahindra Manulife ELSS Fund Regular Growth

Very High Risk

2.2%0.0%₹952.81 Cr-2.2%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.6%0.0%₹952.81 Cr-0.7%

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Total AUM

₹1,08,559 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

-1.0%--
Motilal Oswal BSE 1000 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹49.95 Cr-
Motilal Oswal Services Fund Direct Growth

Very High Risk

2.6%1.0%₹47.93 Cr-
Motilal Oswal Infrastructure Fund Direct Growth

Very High Risk

2.5%1.0%₹49.43 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹140.68 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.0%1.0%₹325.35 Cr-
f Motilal Oswal Arbitrage Fund Direct Growth

Low Risk

0.1%0.0%₹869.21 Cr-
Motilal Oswal Nifty Capital Market Index Fund Direct Growth

Very High Risk

0.5%1.0%₹245.80 Cr-
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth

Very High Risk

0.6%1.0%₹47.61 Cr-
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.33 Cr-
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.70 Cr-
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth

Very High Risk

0.6%1.0%₹16.40 Cr-
Motilal Oswal Digital India Fund Direct Growth

Very High Risk

0.8%1.0%₹835.95 Cr-
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%1.0%₹707.96 Cr-
Motilal Oswal Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹1949.73 Cr20.7%
Motilal Oswal Manufacturing Fund Direct Growth

Very High Risk

0.9%1.0%₹786.43 Cr10.9%
Motilal Oswal Nifty India Defence Index Fund Direct Growth

Very High Risk

0.4%1.0%₹3417.71 Cr7.8%
Motilal Oswal Quant Fund Direct Growth

Very High Risk

0.9%1.0%₹139.54 Cr-13.1%
Motilal Oswal Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4130.34 Cr16.2%
Motilal Oswal Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹2701.24 Cr8.7%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹5294.30 Cr2.8%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth

Very High Risk

0.1%1.0%₹32.76 Cr22.1%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth

Very High Risk

0.5%1.0%₹2567.39 Cr-7.5%
Motilal Oswal Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹600.31 Cr6.6%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk

0.4%1.0%₹112.75 Cr-3.9%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹356.36 Cr-10.5%
Motilal Oswal Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹738.34 Cr-0.6%
Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹12628.20 Cr3.8%
Motilal Oswal S&P 500 Index Fund Direct Growth

Very High Risk

0.6%1.0%₹3886.69 Cr24.0%
Motilal Oswal Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1464.49 Cr-17.4%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹5631.62 Cr30.1%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth

Very High Risk

0.5%1.0%₹35.75 Cr12.4%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹34779.73 Cr1.6%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹870.69 Cr-17.5%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth

Very High Risk

1.6%1.0%₹95.33 Cr9.2%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

High Risk

1.6%1.0%₹60.00 Cr10.0%
Motilal Oswal Multi Asset Fund Direct Growth

High Risk

0.7%1.0%₹93.80 Cr-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth

Moderate Risk

0.4%0.0%₹50.00 Cr8.6%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹965.27 Cr-8.3%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹2502.39 Cr-3.3%
Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk

0.3%1.0%₹607.46 Cr5.8%
Motilal Oswal Nifty 500 Fund Direct Growth

Very High Risk

0.2%1.0%₹2427.10 Cr-3.0%
Motilal Oswal Nifty G-sec May 2029 Index Fund Direct Growth

Moderate Risk

0.1%1.0%₹11.37 Cr-
Motilal Oswal Long Term Equity Fund Direct Growth

Very High Risk

0.6%0.0%₹4223.40 Cr-2.3%
Motilal Oswal Flexicap Fund Direct Growth

Very High Risk

0.9%1.0%₹13679.31 Cr4.5%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk

0.4%1.0%₹789.88 Cr-8.6%
Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk

0.4%1.0%₹55.85 Cr-10.3%
Motilal Oswal Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1246.18 Cr6.6%
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth

Very High Risk

1.1%0.0%₹516.12 Cr46.4%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

Take control of your wealth

Track and Analyse all your investments with Wealth Monitor

qr

Rated ★ 4.3+ on

playstoreappstore

Still got questions?
We're here to help.

The NAV of Motilal Oswal Long Term Equity Fund Regular Growth, as of 05-Sep-2025, is ₹50.73.
The fund has generated -3.41% over the last 1 year and 24.23% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 98.25% in equities, 0.00% in bonds, and 1.75% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Long Term Equity Fund Regular Growth are:-
  1. Ajay Khandelwal
  2. Rakesh Shetty
  3. Atul Mehra

Fund Overview

Fund Size

Fund Size

₹4,223 Cr

Expense Ratio

Expense Ratio

1.81%

ISIN

ISIN

INF247L01544

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

21 Jan 2015

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Motilal Oswal Long Term Equity Fund Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 10 years, 7 months and 17 days, having been launched on 21-Jan-15.
As of 05-Sep-25, it has a Net Asset Value (NAV) of ₹50.73, Assets Under Management (AUM) of 4223.40 Crores, and an expense ratio of 1.81%.
  • Motilal Oswal Long Term Equity Fund Regular Growth has given a CAGR return of 16.52% since inception.
  • The fund's asset allocation comprises around 98.25% in equities, 0.00% in debts, and 1.75% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Long Term Equity Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-3.41%

(Cat Avg.)

3 Years

+24.23%

+16.46% (Cat Avg.)

5 Years

+24.97%

+20.74% (Cat Avg.)

10 Years

+16.94%

+14.36% (Cat Avg.)

Since Inception

+16.52%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity4,149.61 Cr98.25%
Others73.79 Cr1.75%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Eternal LtdEquity281.63 Cr6.67%
Multi Commodity Exchange of India LtdEquity191.55 Cr4.54%
Prestige Estates Projects LtdEquity183.7 Cr4.35%
Kaynes Technology India LtdEquity177.32 Cr4.20%
Waaree Energies LtdEquity175.58 Cr4.16%
Amber Enterprises India Ltd Ordinary SharesEquity174.67 Cr4.14%
One97 Communications LtdEquity151.72 Cr3.59%
Bharat Dynamics Ltd Ordinary SharesEquity146.87 Cr3.48%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity146.83 Cr3.48%
Piramal Enterprises LtdEquity143.3 Cr3.39%
OneSource Specialty Pharma LtdEquity142.05 Cr3.36%
PTC Industries LtdEquity140.56 Cr3.33%
Suzlon Energy LtdEquity139.4 Cr3.30%
Apar Industries LtdEquity136.9 Cr3.24%
CG Power & Industrial Solutions LtdEquity134.66 Cr3.19%
Bharat Electronics LtdEquity132.91 Cr3.15%
Premier Energies LtdEquity129.99 Cr3.08%
Inox Wind LtdEquity126.28 Cr2.99%
PB Fintech LtdEquity125.26 Cr2.97%
Muthoot Finance LtdEquity125.04 Cr2.96%
Dixon Technologies (India) LtdEquity113.23 Cr2.68%
Religare Enterprises LtdEquity106.61 Cr2.52%
Zen Technologies LtdEquity104.49 Cr2.47%
KSB LtdEquity101.54 Cr2.40%
Angel One Ltd Ordinary SharesEquity98.82 Cr2.34%
K.P.R. Mill LtdEquity92.33 Cr2.19%
Kalyan Jewellers India LtdEquity91.53 Cr2.17%
International Gemmological Institute (India) LtdEquity88.34 Cr2.09%
Samvardhana Motherson International LtdEquity80.19 Cr1.90%
Affle 3i LtdEquity67.17 Cr1.59%
Net Receivables / (Payables)Cash63.44 Cr1.50%
Radico Khaitan LtdEquity56.45 Cr1.34%
Ola Electric Mobility LtdEquity42.7 Cr1.01%
Trp_010925Cash - Repurchase Agreement10.35 Cr0.25%

Allocation By Market Cap (Equity)

Large Cap Stocks

14.90%

Mid Cap Stocks

48.46%

Small Cap Stocks

34.89%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Industrials1,340.92 Cr31.75%
Financial Services790.58 Cr18.72%
Consumer Cyclical763.05 Cr18.07%
Technology570.52 Cr13.51%
Basic Materials235.17 Cr5.57%
Real Estate183.7 Cr4.35%
Healthcare142.05 Cr3.36%
Communication Services67.17 Cr1.59%
Consumer Defensive56.45 Cr1.34%

Risk & Performance Ratios

Standard Deviation

This fund

18.99%

Cat. avg.

13.23%

Lower the better

Sharpe Ratio

This fund

0.86

Cat. avg.

0.70

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.14

Higher the better

Fund Managers

Ajay Khandelwal

Ajay Khandelwal

Since December 2023

Rakesh Shetty

Rakesh Shetty

Since November 2022

AM

Atul Mehra

Since October 2024

Additional Scheme Detailsas of 31st August 2025

ISIN
INF247L01544
Expense Ratio
1.81%
Exit Load
No Charges
Fund Size
₹4,223 Cr
Age
10 years 7 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹61.00 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹61.00 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹214.56 Cr-2.3%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹63.64 Cr-5.8%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹63.64 Cr-6.1%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹30.97 Cr-3.6%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹30.97 Cr-3.4%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹13.02 Cr-2.1%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Very High Risk

1.4%0.0%₹13.02 Cr-2.4%
SBI Long Term Advantage Fund Series I Regular Growth

Low Risk

-0.0%₹49.50 Cr16.8%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹77.12 Cr-4.5%
SBI Long Term Advantage Fund Series VI Regular Growth

Very High Risk

-0.0%₹277.00 Cr-7.5%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹277.00 Cr-7.2%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth

Very High Risk

1.4%0.0%₹77.12 Cr-4.7%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹34.34 Cr-3.0%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Tax Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹33.26 Cr31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth

Very High Risk

1.4%-₹34.34 Cr-3.2%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth

Very High Risk

1.4%0.0%₹40.95 Cr-0.0%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth

Very High Risk

1.0%0.0%₹40.95 Cr0.3%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹22.85 Cr-2.4%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹22.85 Cr-2.2%
SBI Long Term Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹69.95 Cr-11.6%
SBI Long Term Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹69.95 Cr-11.3%
SBI Long Term Advantage Fund Series V Direct Growth

Very High Risk

-0.0%₹387.55 Cr10.7%
SBI Long Term Advantage Fund Series V Regular Growth

Very High Risk

-0.0%₹387.55 Cr10.3%
SBI Long Term Advantage Fund Series IV Regular Growth

Very High Risk

-0.0%₹203.68 Cr-8.9%
SBI Long Term Advantage Fund Series IV Direct Growth

Very High Risk

-0.0%₹203.68 Cr-8.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹36.37 Cr-4.3%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹36.37 Cr-4.4%
Invesco India Tax Plan Regular Growth

Very High Risk

1.9%0.0%₹2821.90 Cr-2.4%
HSBC ELSS Fund Direct Growth

Very High Risk

1.2%0.0%₹4143.69 Cr-1.0%
LIC MF ELSS Direct Growth

Very High Risk

1.0%0.0%₹1114.91 Cr-1.6%
Kotak Taxsaver Fund Direct Growth

Very High Risk

0.6%0.0%₹6354.72 Cr-3.4%
Invesco India Tax Plan Direct Growth

Very High Risk

0.8%0.0%₹2821.90 Cr-1.3%
HSBC Tax Saver Equity Fund Regular Growth

Very High Risk

2.5%0.0%₹249.72 Cr2.7%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth

Very High Risk

1.1%0.0%₹14403.12 Cr0.0%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1376.95 Cr0.2%
Bandhan Tax Advantage (ELSS) Fund Direct Growth

Very High Risk

0.7%0.0%₹6973.73 Cr-4.1%
Nippon India Tax Saver (ELSS) Fund Direct Growth

Very High Risk

1.0%0.0%₹15338.90 Cr-3.3%
JM Tax Gain Fund Direct Growth

Very High Risk

1.1%0.0%₹206.74 Cr-5.0%
Samco ELSS Tax Saver Fund Direct Growth

Very High Risk

1.0%0.0%₹124.39 Cr-13.1%
Samco ELSS Tax Saver Fund Regular Growth

Very High Risk

2.4%0.0%₹124.39 Cr-14.3%
Mahindra Manulife ELSS Fund Regular Growth

Very High Risk

2.2%0.0%₹952.81 Cr-2.2%
Mahindra Manulife ELSS Fund Direct Growth

Very High Risk

0.6%0.0%₹952.81 Cr-0.7%

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Total AUM

₹1,08,559 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

-1.0%--
Motilal Oswal BSE 1000 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹49.95 Cr-
Motilal Oswal Services Fund Direct Growth

Very High Risk

2.6%1.0%₹47.93 Cr-
Motilal Oswal Infrastructure Fund Direct Growth

Very High Risk

2.5%1.0%₹49.43 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹140.68 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.0%1.0%₹325.35 Cr-
f Motilal Oswal Arbitrage Fund Direct Growth

Low Risk

0.1%0.0%₹869.21 Cr-
Motilal Oswal Nifty Capital Market Index Fund Direct Growth

Very High Risk

0.5%1.0%₹245.80 Cr-
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth

Very High Risk

0.6%1.0%₹47.61 Cr-
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.33 Cr-
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.70 Cr-
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth

Very High Risk

0.6%1.0%₹16.40 Cr-
Motilal Oswal Digital India Fund Direct Growth

Very High Risk

0.8%1.0%₹835.95 Cr-
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%1.0%₹707.96 Cr-
Motilal Oswal Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹1949.73 Cr20.7%
Motilal Oswal Manufacturing Fund Direct Growth

Very High Risk

0.9%1.0%₹786.43 Cr10.9%
Motilal Oswal Nifty India Defence Index Fund Direct Growth

Very High Risk

0.4%1.0%₹3417.71 Cr7.8%
Motilal Oswal Quant Fund Direct Growth

Very High Risk

0.9%1.0%₹139.54 Cr-13.1%
Motilal Oswal Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4130.34 Cr16.2%
Motilal Oswal Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹2701.24 Cr8.7%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹5294.30 Cr2.8%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth

Very High Risk

0.1%1.0%₹32.76 Cr22.1%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth

Very High Risk

0.5%1.0%₹2567.39 Cr-7.5%
Motilal Oswal Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹600.31 Cr6.6%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk

0.4%1.0%₹112.75 Cr-3.9%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹356.36 Cr-10.5%
Motilal Oswal Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹738.34 Cr-0.6%
Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹12628.20 Cr3.8%
Motilal Oswal S&P 500 Index Fund Direct Growth

Very High Risk

0.6%1.0%₹3886.69 Cr24.0%
Motilal Oswal Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1464.49 Cr-17.4%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹5631.62 Cr30.1%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth

Very High Risk

0.5%1.0%₹35.75 Cr12.4%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹34779.73 Cr1.6%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹870.69 Cr-17.5%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth

Very High Risk

1.6%1.0%₹95.33 Cr9.2%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

High Risk

1.6%1.0%₹60.00 Cr10.0%
Motilal Oswal Multi Asset Fund Direct Growth

High Risk

0.7%1.0%₹93.80 Cr-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth

Moderate Risk

0.4%0.0%₹50.00 Cr8.6%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹965.27 Cr-8.3%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹2502.39 Cr-3.3%
Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk

0.3%1.0%₹607.46 Cr5.8%
Motilal Oswal Nifty 500 Fund Direct Growth

Very High Risk

0.2%1.0%₹2427.10 Cr-3.0%
Motilal Oswal Nifty G-sec May 2029 Index Fund Direct Growth

Moderate Risk

0.1%1.0%₹11.37 Cr-
Motilal Oswal Long Term Equity Fund Direct Growth

Very High Risk

0.6%0.0%₹4223.40 Cr-2.3%
Motilal Oswal Flexicap Fund Direct Growth

Very High Risk

0.9%1.0%₹13679.31 Cr4.5%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk

0.4%1.0%₹789.88 Cr-8.6%
Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk

0.4%1.0%₹55.85 Cr-10.3%
Motilal Oswal Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1246.18 Cr6.6%
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth

Very High Risk

1.1%0.0%₹516.12 Cr46.4%

Still got questions?
We're here to help.

The NAV of Motilal Oswal Long Term Equity Fund Regular Growth, as of 05-Sep-2025, is ₹50.73.
The fund has generated -3.41% over the last 1 year and 24.23% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 98.25% in equities, 0.00% in bonds, and 1.75% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Long Term Equity Fund Regular Growth are:-
  1. Ajay Khandelwal
  2. Rakesh Shetty
  3. Atul Mehra
close

Get your portfolio reviewed by experts

qr

Track all your investments in one place

Download Wealth Monitor App

cross
wm logo

Track and monitor all
your investments