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
₹59.47
1.38%
NAV as on 19 Nov 24, 12:00 AM
very high risk
flexi cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
flexi cap
equity
45.00%p.a.
Last 1Y
18.82%p.a.
Last 3Y
17.28%p.a.
Last 5Y
18.49%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 Company Limited - Portfolio Managers. 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 12,023.89 Cr fund under management as on Nov 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 45.0% annual returns during the last year. It has delivered 18.5% 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
Polycab India Ltd
9.70%
Trent Ltd
9.63%
Kalyan Jewellers India Ltd
9.56%
Jio Financial Services Ltd
9.38%
Coforge Ltd
8.88%
Persistent Systems Ltd
8.71%
Mahindra & Mahindra Ltd
5.90%
Zomato Ltd
5.26%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.02%
Cholamandalam Investment and Finance Co Ltd
4.76%
Fund Managers
- Ajay Khandelwal (Oct 2024 - Present)
- Niket Shah (Jul 2022 - Present)
- Santosh Singh (Aug 2023 - Present)
- Rakesh Shetty (Nov 2022 - Present)
- Atul Mehra (Oct 2024 - Present)
- Sunil Sawant (Jul 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Flexicap Fund Plan Growth SIP Calculator
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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 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 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
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Frequently Asked Questions
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