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
₹12.28
1.21%
NAV as on 19 Nov 24, 12:00 AM
very high risk
multi cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
multi cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
21.01%p.a.
Since Inception
About Motilal Oswal Multi Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Multi Cap Fund Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Multi-Cap mutual fund scheme that predominantly invests in Multi-Cap stocks of companies. Launched on Jun 2024, Motilal Oswal Multi Cap Fund Growth is Multi-Cap fund of its category with 1,881.58 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi-Cap funds.
- Motilal Oswal Multi Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 21.0% average annual returns since the fund was launched.
- Motilal Oswal Multi 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
The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.
Top 10 Holdings
Trent Ltd
9.13%
Zomato Ltd
8.74%
Kalyan Jewellers India Ltd
8.66%
Polycab India Ltd
8.61%
Shaily Engineering Plastics Ltd
8.58%
Jio Financial Services Ltd
8.05%
Deepak Fertilisers & Petrochemicals Corp Ltd
7.59%
Coforge Ltd
6.08%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.77%
Persistent Systems Ltd
4.28%
Fund Managers
- Ajay Khandelwal (Jun 2024 - Present)
- Niket Shah (Jun 2024 - Present)
- Rakesh Shetty (Jun 2024 - Present)
- Atul Mehra (Jun 2024 - Present)
- Sunil Sawant (Jul 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Multi Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Motilal Oswal Multi Cap 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 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 Multi 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
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Frequently Asked Questions
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