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

INVEST VIA NRE/NRO

Motilal Oswal Nifty Midcap 100 ETF for NRI [61.07]

Min Investment

0

Fund Size

414.41 Cr

Expense Ratio

0.2%

Exit Load

%

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

61.07

0.06%

NAV as on 13 Jul 24, 12:00 AM

very high risk

mid cap

equity

NAV as on 13 Jul 24, 12:00 AM

very high risk

mid cap

equity

57.42%p.a.

Last 1Y

28.27%p.a.

Last 3Y

27.98%p.a.

Last 5Y

14.22%p.a.

Since Inception

About Motilal Oswal Nifty Midcap 100 ETF for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Nifty Midcap 100 ETF scheme from Motilal Oswal Asset Management Co. Ltd. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Jan 2011, Motilal Oswal Nifty Midcap 100 ETF is Mid-Cap fund of its category with 414.41 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.

  • Motilal Oswal Nifty Midcap 100 ETF delivered 57.4% annual returns during the last year. It has delivered 14.2% average annual returns since the fund was launched.
  • Motilal Oswal Nifty Midcap 100 ETF scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The Scheme seeks investment return that corresponds (before fees and expenses) to the performance of Nifty Midcap 100 Index (Underlying Index), subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top 10 Holdings

Max Healthcare Institute Ltd Ordinary Shares

2.73%

Suzlon Energy Ltd

2.20%

Indian Hotels Co Ltd

2.13%

Cummins India Ltd

2.12%

Tube Investments of India Ltd Ordinary Shares

1.78%

CG Power & Industrial Solutions Ltd

1.78%

Dixon Technologies (India) Ltd

1.77%

Persistent Systems Ltd

1.75%

Yes Bank Ltd

1.69%

Bharat Forge Ltd

1.68%

Fund Managers

  1. Swapnil Mayekar (Jul 2019 - Present)

Key Information

View Scheme Document

Motilal Oswal Nifty Midcap 100 ETF 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 Nifty Midcap 100 ETF

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 Nifty Midcap 100 ETF?

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 Nifty Midcap 100 ETF
  • 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