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

INVEST VIA NRE/NRO

Motilal Oswal Focused Growth for NRI [47.00]

Min Investment

500

Fund Size

1,848.27 Cr

Expense Ratio

2.1%

Exit Load

1%

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

47.00

0.19%

NAV as on 14 Jul 24, 12:00 AM

very high risk

focused fund

equity

NAV as on 14 Jul 24, 12:00 AM

very high risk

focused fund

equity

31.90%p.a.

Last 1Y

14.24%p.a.

Last 3Y

16.74%p.a.

Last 5Y

14.62%p.a.

Since Inception

About Motilal Oswal Focused Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Focused Growth scheme from Motilal Oswal Asset Management Co. Ltd. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on May 2013, Motilal Oswal Focused Growth is Focused Fund fund of its category with 1,848.27 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.

  • Motilal Oswal Focused Growth delivered 31.9% annual returns during the last year. It has delivered 14.6% average annual returns since the fund was launched.
  • Motilal Oswal Focused 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 investing in upto 30 companies with focus in multi cap space. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top 10 Holdings

Religare Enterprises Ltd

9.50%

Samvardhana Motherson International Ltd

9.16%

FSN E-Commerce Ventures Ltd

8.99%

ZF Commercial Vehicle Control Systems India Ltd

8.84%

Star Health and Allied Insurance Co Ltd

8.77%

L&T Technology Services Ltd

6.87%

Dreamfolks Services Ltd

5.94%

Piramal Enterprises Ltd

5.88%

LIC Housing Finance Ltd

4.05%

Larsen & Toubro Ltd

3.78%

Fund Managers

  1. Santosh Singh (Aug 2023 - Present)
  2. Rakesh Shetty (Nov 2022 - Present)
  3. (Jul 2024 - Present)

Key Information

View Scheme Document

Motilal Oswal Focused 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 Focused 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 Focused 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 Focused 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