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
₹32.51
-8.21%
NAV as on 20 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
NAV as on 20 Jan 25, 12:00 AM
very high risk
elss (tax savings)
elss
48.02%p.a.
Last 1Y
27.66%p.a.
Last 3Y
23.57%p.a.
Last 5Y
18.03%p.a.
Since Inception
About Motilal Oswal ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital wdrl scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a ELSS (Tax Savings) mutual fund scheme that predominantly invests in ELSS (Tax Savings) stocks of companies. Launched on Jan 2015, Motilal Oswal ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital wdrl is ELSS (Tax Savings) fund of its category with 4,186.93 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category ELSS (Tax Savings) funds.
- Motilal Oswal ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital wdrl delivered 48.0% annual returns during the last year. It has delivered 18.0% average annual returns since the fund was launched.
- Motilal Oswal ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in elss
Fund Objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 10 Holdings
Trent Ltd
6.90%
Zomato Ltd
6.63%
Kalyan Jewellers India Ltd
5.42%
Kaynes Technology India Ltd
4.26%
Prestige Estates Projects Ltd
4.16%
Gujarat Fluorochemicals Ltd Ordinary Shares
3.86%
Premier Energies Ltd
3.70%
Inox Wind Ltd
3.63%
Suzlon Energy Ltd
3.62%
Apar Industries Ltd
3.58%
Fund Managers
- Ajay Khandelwal (Dec 2023 - Present)
- Niket Shah (Oct 2023 - Present)
- Santosh Singh (Oct 2024 - Present)
- Rakesh Shetty (Nov 2022 - Present)
Key Information
View Scheme Document
Motilal Oswal ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital wdrl SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital 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 ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital 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 ELSS Tax Saver Fund Plan Payout of Income Distribution cum capital 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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