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
₹11.83
1.48%
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
13.28%p.a.
Since Inception
About Motilal Oswal Business Cycle Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Business Cycle Fund Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Aug 2024, Motilal Oswal Business Cycle Fund Growth is Equity - Other fund of its category with 1,135.85 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Motilal Oswal Business Cycle Fund Growth delivered 0.0% annual returns during the last year. It has delivered 13.3% average annual returns since the fund was launched.
- Motilal Oswal Business Cycle Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Top 10 Holdings
Coforge Ltd
9.06%
Kalyan Jewellers India Ltd
8.39%
Trent Ltd
8.10%
Shaily Engineering Plastics Ltd
7.99%
Deepak Fertilisers & Petrochemicals Corp Ltd
7.71%
Jio Financial Services Ltd
7.66%
Zomato Ltd
7.45%
Polycab India Ltd
7.13%
One97 Communications Ltd
6.68%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
6.37%
Fund Managers
- Ajay Khandelwal (Aug 2024 - Present)
- Niket Shah (Aug 2024 - Present)
- Rakesh Shetty (Aug 2024 - Present)
- Atul Mehra (Aug 2024 - Present)
- Sunil Sawant (Aug 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Business Cycle Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Business Cycle 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 Business Cycle 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 Business Cycle 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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3Y Return
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24.9%
HDFC Manufacturing Fund Growth
very high risk | equity
0.0%
ICICI Prudential Business Cycle Fund Growth
very high risk | equity
19.4%
Frequently Asked Questions
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