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
₹46.10
-0.29%
NAV as on 18 Dec 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
focused fund
equity
15.42%p.a.
Last 1Y
11.95%p.a.
Last 3Y
12.95%p.a.
Last 5Y
14.06%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 Company Limited - Portfolio Managers. 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 1,865.08 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- Motilal Oswal Focused Growth delivered 15.4% annual returns during the last year. It has delivered 14.1% 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
10.24%
L&T Technology Services Ltd
10.04%
FSN E-Commerce Ventures Ltd
9.77%
ZF Commercial Vehicle Control Systems India Ltd
9.54%
Piramal Enterprises Ltd
9.29%
Star Health and Allied Insurance Co Ltd
8.86%
Samvardhana Motherson International Ltd
8.03%
Dreamfolks Services Ltd
5.70%
One97 Communications Ltd
5.70%
Fino Payments Bank Ltd
3.48%
Fund Managers
- Ajay Khandelwal (Oct 2024 - 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 Focused Growth SIP Calculator
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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 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 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
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3Y Return
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9.9%
HDFC Focused 30 Fund Growth
very high risk | equity
24.8%
Axis Focused Fund Growth
very high risk | equity
5.6%
Frequently Asked Questions
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