NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.78
0.47%
NAV as on 28 Oct 24, 12:00 AM
moderate risk
government bond
debt
NAV as on 28 Oct 24, 12:00 AM
moderate risk
government bond
debt
9.22%p.a.
Last 1Y
5.49%p.a.
Last 3Y
0.00%p.a.
Last 5Y
5.37%p.a.
Since Inception
About Motilal Oswal 5 Year G-Sec Fund of Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal 5 Year G-Sec Fund of Fund Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Government Bond mutual fund scheme that predominantly invests in Government Bond stocks of companies. Launched on Oct 2021, Motilal Oswal 5 Year G-Sec Fund of Fund Growth is Government Bond fund of its category with 27.38 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Government Bond funds.
- Motilal Oswal 5 Year G-Sec Fund of Fund Growth delivered 9.2% annual returns during the last year. It has delivered 5.4% average annual returns since the fund was launched.
- Motilal Oswal 5 Year G-Sec Fund of Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the Scheme is to seek returns by investing in units of Motilal Oswal 5 Year G-Sec ETF. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 1 Holdings
Motilal Oswal Nifty 5y Bench G-Sec ETF
98.10%
Fund Managers
- Rakesh Shetty (Nov 2022 - Present)
Key Information
View Scheme Document
Motilal Oswal 5 Year G-Sec Fund of Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Motilal Oswal 5 Year G-Sec Fund of Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Motilal Oswal 5 Year G-Sec Fund of Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Motilal Oswal 5 Year G-Sec Fund of Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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