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
₹48.34
-1.15%
NAV as on 19 Jun 25, 12:00 AM
very high risk
mid cap
equity
NAV as on 19 Jun 25, 12:00 AM
very high risk
mid cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
22.76%p.a.
Since Inception
About Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal scheme from Motilal Oswal Asset Management Company Limited. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Feb 2014, Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal is Mid-Cap fund of its category with 22,897.62 Cr fund under management as on Jun 2025. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal delivered 0.0% annual returns during the last year. It has delivered 22.8% average annual returns since the fund was launched.
- Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal 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 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 10 Holdings
Collateralized Borrowing & Lending Obligation
16.41%
Net Receivables / Payables
15.69%
Persistent Systems Ltd
10.06%
Coforge Ltd
9.47%
Kalyan Jewellers India Ltd
8.09%
Polycab India Ltd
4.97%
Dixon Technologies (India) Ltd
4.35%
Trent Ltd [Lakme Ltd]
3.98%
Bharti Hexacom Ltd
3.95%
Max Healthcare Institute Ltd
3.94%
Fund Managers
- Ajay Khandelwal (Oct 2024 - Present)
- Niket Shah (Jul 2020 - Present)
- Santosh Singh (Oct 2024 - Present)
- Rakesh Shetty (Nov 2022 - Present)
- Sunil Sawant (Jul 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Midcap Payout of Income Distribution cum capital withdrawal
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 Midcap Payout of Income Distribution cum capital withdrawal?
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 Midcap Payout of Income Distribution cum capital withdrawal
- 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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