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
₹12.99
0.24%
NAV as on 18 Dec 24, 12:00 AM
very high risk
multi asset allocation
hybrid (nc)
NAV as on 18 Dec 24, 12:00 AM
very high risk
multi asset allocation
hybrid (nc)
4.77%p.a.
Last 1Y
5.86%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.16%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 101.09 Cr fund under management as on Dec 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 4.8% annual returns during the last year. It has delivered 6.2% 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
12.57%
Religare Enterprises Ltd
9.65%
FSN E-Commerce Ventures Ltd
8.51%
Fino Payments Bank Ltd
7.61%
Samvardhana Motherson International Ltd
7.35%
Star Health and Allied Insurance Co Ltd
6.72%
ZF Commercial Vehicle Control Systems India Ltd
5.31%
Kotak Mahindra Prime Limited
4.95%
LIC Housing Finance Limited
4.95%
Muthoot Finance Limited
4.91%
Fund Managers
- Ajay Khandelwal (Oct 2024 - Present)
- Santosh Singh (Jan 2022 - Present)
- Rakesh Shetty (Nov 2022 - Present)
- Atul Mehra (Oct 2024 - Present)
- Sunil Sawant (Jul 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Multi Asset Fund Growth SIP Calculator
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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 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 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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Frequently Asked Questions
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