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
₹35.67
-6.81%
NAV as on 16 Jan 25, 12:00 AM
very high risk
flexi cap
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
flexi cap
equity
43.26%p.a.
Last 1Y
22.61%p.a.
Last 3Y
17.56%p.a.
Last 5Y
18.37%p.a.
Since Inception
About Motilal Oswal Flexicap Fund Plan Payout of Income Distribution cum capital withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Flexicap Fund Plan Payout of Income Distribution cum capital withdrawal 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 Payout of Income Distribution cum capital withdrawal is Flexi Cap fund of its category with 12,598.45 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
- Motilal Oswal Flexicap Fund Plan Payout of Income Distribution cum capital withdrawal delivered 43.3% annual returns during the last year. It has delivered 18.4% average annual returns since the fund was launched.
- Motilal Oswal Flexicap Fund Plan Payout of Income Distribution cum capital withdrawal 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
10.43%
Kalyan Jewellers India Ltd
9.92%
Coforge Ltd
9.86%
Trent Ltd
9.73%
Persistent Systems Ltd
9.38%
Zomato Ltd
8.88%
Jio Financial Services Ltd
8.47%
Mahindra & Mahindra Ltd
8.12%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
4.83%
Cholamandalam Investment and Finance Co Ltd
4.41%
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 Payout of Income Distribution cum capital withdrawal SIP Calculator
If invested
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 Payout of Income Distribution cum capital withdrawal
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 Payout of Income Distribution cum capital withdrawal?
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 Payout of Income Distribution cum capital withdrawal
- 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
Funds
3Y Return
Parag Parikh Flexi Cap Growth
very high risk | equity
16.8%
HDFC Flexi Cap Fund Payout Inc Dist cum Cap Wdrl Opt
very high risk | equity
24.8%
HDFC Flexi Cap Fund Growth
very high risk | equity
24.8%
Frequently Asked Questions
Explore Other Motilal Funds
Funds
3Y Return
Motilal Oswal Midcap Reinvestment of Income Distribution cum capital withdrawal
very high risk | equity
34.1%
Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal
very high risk | equity
34.1%
Motilal Oswal Midcap Growth
very high risk | equity
35.3%
Copyright | 2021 @ SBNRI | All Rights Reserved