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
₹59.84
1.61%
NAV as on 25 Nov 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 25 Nov 24, 12:00 AM
very high risk
mid cap
equity
33.64%p.a.
Last 1Y
22.49%p.a.
Last 3Y
27.40%p.a.
Last 5Y
13.92%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 Company Limited - Portfolio Managers. 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 533.7 Cr fund under management as on Nov 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 33.6% annual returns during the last year. It has delivered 13.9% 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
Suzlon Energy Ltd
2.97%
Max Healthcare Institute Ltd Ordinary Shares
2.83%
BSE Ltd
2.27%
Indian Hotels Co Ltd
2.22%
Persistent Systems Ltd
2.14%
PB Fintech Ltd
2.02%
Dixon Technologies (India) Ltd
1.99%
Lupin Ltd
1.98%
Coforge Ltd
1.90%
The Federal Bank Ltd
1.87%
Fund Managers
- Swapnil Mayekar (Jul 2019 - Present)
- Dishant Mehta (Oct 2024 - Present)
Key Information
View Scheme Document
Motilal Oswal Nifty Midcap 100 ETF SIP Calculator
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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 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 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
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