NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Motilal Oswal Flexicap Fund Plan Growth for NRI [56.96]

Min Investment

500

Fund Size

11,126.36 Cr

Expense Ratio

1.8%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

56.96

0.68%

NAV as on 13 Jul 24, 12:00 AM

very high risk

flexi cap

equity

NAV as on 13 Jul 24, 12:00 AM

very high risk

flexi cap

equity

58.82%p.a.

Last 1Y

19.01%p.a.

Last 3Y

17.23%p.a.

Last 5Y

18.38%p.a.

Since Inception

About Motilal Oswal Flexicap Fund Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Flexicap Fund Plan Growth scheme from Motilal Oswal Asset Management Co. Ltd. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Apr 2014, Motilal Oswal Flexicap Fund Plan Growth is Flexi Cap fund of its category with 11,126.36 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.

  • Motilal Oswal Flexicap Fund Plan Growth delivered 58.8% annual returns during the last year. It has delivered 18.4% average annual returns since the fund was launched.
  • Motilal Oswal Flexicap Fund Plan 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 of the Scheme is to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top 10 Holdings

Jio Financial Services Ltd

10.14%

Persistent Systems Ltd

9.53%

Tube Investments of India Ltd Ordinary Shares

7.66%

Polycab India Ltd

6.66%

Zomato Ltd

6.46%

Kalyan Jewellers India Ltd

5.51%

Coforge Ltd

5.40%

Cholamandalam Investment and Finance Co Ltd

4.80%

Bharti Airtel Ltd

3.89%

Trent Ltd

3.69%

Fund Managers

  1. Niket Shah (Jul 2022 - Present)
  2. Santosh Singh (Aug 2023 - Present)
  3. Rakesh Shetty (Nov 2022 - Present)
  4. Sunil Sawant (Jul 2024 - Present)

Key Information

View Scheme Document

Motilal Oswal Flexicap Fund Plan Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Motilal Oswal Flexicap Fund Plan Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Motilal Oswal Flexicap Fund Plan 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 Flexicap Fund Plan 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

Frequently Asked Questions