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
₹12.95
-3.68%
NAV as on 20 Jan 25, 12:00 AM
very high risk
dynamic asset allocation
equity
NAV as on 20 Jan 25, 12:00 AM
very high risk
dynamic asset allocation
equity
8.13%p.a.
Last 1Y
9.51%p.a.
Last 3Y
6.99%p.a.
Last 5Y
8.06%p.a.
Since Inception
About Motilal Oswal Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Sep 2016, Motilal Oswal Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl is Dynamic Asset Allocation fund of its category with 1,145.14 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.
- Motilal Oswal Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl delivered 8.1% annual returns during the last year. It has delivered 8.1% average annual returns since the fund was launched.
- Motilal Oswal Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives & International Stocks, debt, money market instruments.
Top 10 Holdings
Nifty December 2024 Future
15.60%
Religare Enterprises Ltd
10.43%
FSN E-Commerce Ventures Ltd
9.82%
Star Health and Allied Insurance Co Ltd
8.96%
ZF Commercial Vehicle Control Systems India Ltd
8.55%
L&T Technology Services Ltd
7.81%
Samvardhana Motherson International Ltd
7.74%
Fino Payments Bank Ltd
6.99%
Piramal Enterprises Ltd
6.27%
Dreamfolks Services Ltd
4.41%
Fund Managers
- Ajay Khandelwal (Oct 2024 - Present)
- Santosh Singh (Jan 2022 - Present)
- Rakesh Shetty (Nov 2022 - Present)
- Atul Mehra (Oct 2024 - Present)
- Sunil Sawant (Jul 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
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 Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl?
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 Balance Advantage Fund Plan Quarterly Reinvestment of Income Dis cum cptl wdrl
- 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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