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

INVEST VIA NRE/NRO

Motilal Oswal Large Cap Fund Growth for NRI [12.24]

Min Investment

500

Fund Size

881.01 Cr

Expense Ratio

2.3%

Exit Load

1%

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

12.24

0.60%

NAV as on 14 Jul 24, 12:00 AM

very high risk

large cap

equity

NAV as on 14 Jul 24, 12:00 AM

very high risk

large cap

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

18.54%p.a.

Since Inception

About Motilal Oswal Large Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Large Cap Fund Growth scheme from Motilal Oswal Asset Management Co. Ltd. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on Feb 2024, Motilal Oswal Large Cap Fund Growth is Large-Cap fund of its category with 881.01 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.

  • Motilal Oswal Large Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 18.5% average annual returns since the fund was launched.
  • Motilal Oswal Large Cap 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

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large cap companies. However, there can be no assurance that the investment objective of the scheme will be realized

Top 10 Holdings

HDFC Bank Ltd

7.08%

Reliance Industries Ltd

3.95%

Infosys Ltd

3.92%

ICICI Bank Ltd

3.67%

Cholamandalam Financial Holdings Ltd

3.65%

Bharat Electronics Ltd

3.39%

Mahindra & Mahindra Ltd

3.37%

Phoenix Mills Ltd

3.34%

Tech Mahindra Ltd

3.19%

LTIMindtree Ltd

3.18%

Fund Managers

  1. Ajay Khandelwal (Feb 2024 - Present)
  2. Niket Shah (Feb 2024 - Present)
  3. Santosh Singh (Feb 2024 - Present)
  4. Rakesh Shetty (Feb 2024 - Present)
  5. Atul Mehra (Feb 2024 - Present)
  6. (Jul 2024 - Present)

Key Information

View Scheme Document

Motilal Oswal Large Cap Fund 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 Large Cap Fund 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 Large Cap 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 Cap 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

Frequently Asked Questions