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
₹14.47
-0.41%
NAV as on 18 Nov 24, 12:00 AM
high risk
fund of funds
fof
NAV as on 18 Nov 24, 12:00 AM
high risk
fund of funds
fof
16.48%p.a.
Last 1Y
9.05%p.a.
Last 3Y
0.00%p.a.
Last 5Y
11.14%p.a.
Since Inception
About Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Fund of Funds mutual fund scheme that predominantly invests in Fund of Funds stocks of companies. Launched on Mar 2021, Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Growth is Fund of Funds fund of its category with 43.01 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Fund of Funds funds.
- Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Growth delivered 16.5% annual returns during the last year. It has delivered 11.1% average annual returns since the fund was launched.
- Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
To generate long term growth/capital appreciation by offering asset allocation investment solution that predominantly invests in passive funds such as ETF/Index Funds of equity and equity related instruments (domesti c a s wel l a s international), fixed income and Gold. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved
Top 4 Holdings
Motilal Oswal Nifty 5y Bench G-Sec ETF
47.93%
Motilal Oswal Nifty 500 Dir Gr
29.72%
Motilal Oswal S&P 500 Index Dir Gr
11.88%
ICICI Pru Gold ETF
10.50%
Fund Managers
- Rouhak Shah (Aug 2022 - Present)
- Rakesh Shetty (Nov 2022 - Present)
Key Information
View Scheme Document
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative 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 Asset Allocation Passive Fund of Fund - Conservative 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 Asset Allocation Passive Fund of Fund - Conservative 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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