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
₹18.23
0.02%
NAV as on 19 Jan 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 19 Jan 24, 12:00 AM
very high risk
aggressive allocation
equity
16.60%p.a.
Last 1Y
10.16%p.a.
Last 3Y
12.76%p.a.
Last 5Y
11.44%p.a.
Since Inception
About Motilal Oswal Equity Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Equity Hybrid Fund Growth scheme from Motilal Oswal Asset Management Co. Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Sep 2018, Motilal Oswal Equity Hybrid Fund Growth is Aggressive Allocation fund of its category with 417.89 Cr fund under management as on Jan 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Motilal Oswal Equity Hybrid Fund Growth delivered 16.6% annual returns during the last year. It has delivered 11.4% average annual returns since the fund was launched.
- Motilal Oswal Equity Hybrid 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
The investment objective is to generate equity linked returns by investing in a combined portfolio of equity and equity related instruments, debt, money market instruments and units issued by Real Estate Investment Trust (REITs) and Infrastructure Investment Trust (InvITs).
Top 10 Holdings
Star Health and Allied Insurance Co Ltd
6.71%
ZF Commercial Vehicle Control Systems India Ltd
6.18%
FSN E-Commerce Ventures Ltd
5.78%
Samvardhana Motherson International Ltd
5.63%
Dreamfolks Services Ltd
5.40%
Avenue Supermarts Ltd
4.69%
Religare Enterprises Ltd
4.56%
KFin Technologies Ltd
4.36%
L&T Technology Services Ltd
4.15%
BSE Ltd
3.72%
Fund Managers
- Santosh Singh (Aug 2023 - Present)
- Rakesh Shetty (Nov 2022 - Present)
Key Information
View Scheme Document
Motilal Oswal Equity Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Equity Hybrid 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 Equity Hybrid 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 Equity Hybrid 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
Similar Funds
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3Y Return
SBI Equity Hybrid Fund Growth
very high risk | hybrid (nc)
14.1%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
25.9%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
16.4%
Frequently Asked Questions
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