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

INVEST VIA NRE/NRO

Motilal Oswal Small Cap Fund Growth for NRI [12.55]

Min Investment

500

Fund Size

1,748.48 Cr

Expense Ratio

2.0%

Exit Load

1%

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

12.55

-0.02%

NAV as on 13 Jul 24, 12:00 AM

very high risk

small cap

equity

NAV as on 13 Jul 24, 12:00 AM

very high risk

small cap

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

21.72%p.a.

Since Inception

About Motilal Oswal Small Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Small Cap Fund Growth scheme from Motilal Oswal Asset Management Co. Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Dec 2023, Motilal Oswal Small Cap Fund Growth is Small-Cap fund of its category with 1,748.48 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • Motilal Oswal Small Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 21.7% average annual returns since the fund was launched.
  • Motilal Oswal Small 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

To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Top 10 Holdings

V-Guard Industries Ltd

4.21%

V-Mart Retail Ltd

4.19%

Pricol Ltd

3.76%

VA Tech Wabag Ltd

3.64%

Triveni Turbine Ltd

3.59%

Karur Vysya Bank Ltd

3.57%

Vijaya Diagnostic Centre Ltd

3.56%

Blue Star Ltd

3.46%

Apar Industries Ltd

3.36%

Cyient DLM Ltd

3.23%

Fund Managers

  1. Ajay Khandelwal (Dec 2023 - Present)
  2. Niket Shah (Dec 2023 - Present)
  3. Rakesh Shetty (Dec 2023 - Present)
  4. (Jul 2024 - Present)

Key Information

View Scheme Document

Motilal Oswal Small Cap 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 Small Cap 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 Small 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 Small 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

Frequently Asked Questions