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

INVEST VIA NRE/NRO

Motilal Oswal Multi Asset Fund Growth for NRI [12.85]

Min Investment

₹500

Fund Size

₹103.59 Cr

Expense Ratio

2.1%

Exit Load

1%

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

₹12.85

-0.77%

NAV as on 21 Nov 24, 12:00 AM

very high risk

multi asset allocation

hybrid (nc)

NAV as on 21 Nov 24, 12:00 AM

very high risk

multi asset allocation

hybrid (nc)

6.18%p.a.

Last 1Y

5.66%p.a.

Last 3Y

0.00%p.a.

Last 5Y

7.11%p.a.

Since Inception

About Motilal Oswal Multi Asset Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Multi Asset Fund Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on Aug 2020, Motilal Oswal Multi Asset Fund Growth is Multi Asset Allocation fund of its category with 103.59 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.

  • Motilal Oswal Multi Asset Fund Growth delivered 6.2% annual returns during the last year. It has delivered 7.1% average annual returns since the fund was launched.
  • Motilal Oswal Multi Asset Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (nc)

Fund Objective

The investment objective is to generate long term capital appreciation by investing in Equity including Index Funds/Equity ETFs, Gold ETFs and Silver ETFs, International Equity ETF and Stocks, Debt & Money Market Instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top 10 Holdings

ICICI Pru Gold ETF

12.74%

Religare Enterprises Ltd

9.28%

FSN E-Commerce Ventures Ltd

8.77%

Samvardhana Motherson International Ltd

7.99%

Fino Payments Bank Ltd

7.64%

Star Health and Allied Insurance Co Ltd

7.04%

ZF Commercial Vehicle Control Systems India Ltd

5.97%

Kotak Mahindra Prime Limited

4.83%

LIC Housing Finance Limited

4.83%

Muthoot Finance Limited

4.80%

Fund Managers

  1. Ajay Khandelwal (Oct 2024 - Present)
  2. Santosh Singh (Jan 2022 - Present)
  3. Rakesh Shetty (Nov 2022 - Present)
  4. Atul Mehra (Oct 2024 - Present)
  5. Sunil Sawant (Jul 2024 - Present)

Key Information

View Scheme Document

Motilal Oswal Multi Asset 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 Multi Asset 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 Multi Asset 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 Multi Asset 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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