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

INVEST VIA NRE/NRO

Motilal Oswal Innovation Opportunities Fund- Plan- IDCW for NRI [12.59]

Min Investment

₹500

Fund Size

₹0

Expense Ratio

2.4%

Exit Load

%

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

₹12.59

0.26%

NAV as on 08 Jul 25, 12:00 AM

risk

thematic business cycles

equity

NAV as on 08 Jul 25, 12:00 AM

risk

thematic business cycles

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.00%p.a.

Since Inception

About Motilal Oswal Innovation Opportunities Fund- Plan- IDCW for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Innovation Opportunities Fund- Plan- IDCW scheme from Motilal Oswal Asset Management Company Limited. It is a Thematic - Business Cycles mutual fund scheme that predominantly invests in Thematic - Business Cycles stocks of companies. Launched on Jan 1970, Motilal Oswal Innovation Opportunities Fund- Plan- IDCW is Thematic - Business Cycles fund of its category with 0 fund under management as on Jul 2025. The expense ratio of this fund is less than that of most other Fund category Thematic - Business Cycles funds.

  • Motilal Oswal Innovation Opportunities Fund- Plan- IDCW delivered 0.0% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
  • Motilal Oswal Innovation Opportunities Fund- Plan- IDCW scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. However, there can be no assurance that the investment objective of the scheme will be realized.

Top 10 Holdings

Hitachi Energy India Ltd

7.06%

Net Receivables / Payables

6.73%

Bajaj Finance Ltd

6.36%

Collateralized Borrowing & Lending Obligation

5.93%

Coforge Ltd

5.74%

Interglobe Aviation Ltd

5.71%

Prestige Estates Projects Ltd

5.18%

Bharti Airtel Ltd

5.06%

Chalet Hotels Ltd

4.61%

AU Small Finance Bank Ltd

4.58%

Fund Managers

    Key Information

    View Scheme Document

    Motilal Oswal Innovation Opportunities Fund- Plan- IDCW 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 Innovation Opportunities Fund- Plan- IDCW

    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 Innovation Opportunities Fund- Plan- IDCW?

    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 Innovation Opportunities Fund- Plan- IDCW
    • 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

    Explore Other Motilal Funds

    Funds

    3Y Return

    Motilal Oswal Midcap Fund -Growth

    very high risk | equity

    22.8%

    Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal

    very high risk | equity

    0.0%

    Motilal Oswal Midcap Reinvestment of Income Distribution cum capital withdrawal

    very high risk | equity

    0.0%