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
₹27.03
0.45%
NAV as on 01 May 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 01 May 24, 12:00 AM
very high risk
large & mid cap
equity
55.79%p.a.
Last 1Y
26.78%p.a.
Last 3Y
0.00%p.a.
Last 5Y
24.51%p.a.
Since Inception
About Motilal Oswal Large and Midcap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Large and Midcap Fund Growth scheme from Motilal Oswal Asset Management Co. Ltd. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Oct 2019, Motilal Oswal Large and Midcap Fund Growth is Large & Mid-Cap fund of its category with 3,663.46 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- Motilal Oswal Large and Midcap Fund Growth delivered 55.8% annual returns during the last year. It has delivered 24.5% average annual returns since the fund was launched.
- Motilal Oswal Large and Midcap Fund 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 is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 10 Holdings
Kalyan Jewellers India Ltd
6.68%
Zomato Ltd
6.47%
Trent Ltd
6.15%
Jio Financial Services Ltd
6.05%
Prestige Estates Projects Ltd
5.27%
IndusInd Bank Ltd
5.00%
Global Health Ltd
4.66%
InterGlobe Aviation Ltd
3.68%
Phoenix Mills Ltd
3.47%
Fortis Healthcare Ltd
3.44%
Fund Managers
- Ajay Khandelwal (Dec 2023 - Present)
- Niket Shah (Oct 2023 - Present)
- Ankush Sood (Nov 2022 - Present)
- Rakesh Shetty (Nov 2022 - Present)
Key Information
View Scheme Document
Motilal Oswal Large and Midcap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Large and Midcap Fund 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 Large and Midcap Fund 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 Large and Midcap Fund 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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