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
₹11.46
0.64%
NAV as on 17 Dec 24, 12:00 AM
very high risk
global other
equity
NAV as on 17 Dec 24, 12:00 AM
very high risk
global other
equity
4.76%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
14.79%p.a.
Since Inception
About Motilal Oswal Developed Market Ex US ETFs Fund of Funds Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Developed Market Ex US ETFs Fund of Funds Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Sep 2023, Motilal Oswal Developed Market Ex US ETFs Fund of Funds Growth is Global - Other fund of its category with 30.31 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- Motilal Oswal Developed Market Ex US ETFs Fund of Funds Growth delivered 4.8% annual returns during the last year. It has delivered 14.8% average annual returns since the fund was launched.
- Motilal Oswal Developed Market Ex US ETFs Fund of Funds Growth 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 units of global ETFs which track the performance of Developed Markets excluding US, subject to tracking error, if any.
Top 2 Holdings
iShares MSCI EAFE ETF
74.66%
SPDR® Portfolio Developed Wld ex-US ETF
24.64%
Fund Managers
- Rakesh Shetty (Sep 2023 - Present)
- Sunil Sawant (Jul 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Growth SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Developed Market Ex US ETFs Fund of Funds 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 Developed Market Ex US ETFs Fund of Funds 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 Developed Market Ex US ETFs Fund of Funds 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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