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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.17 | — | 0.67 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.11 | 4.26 | 1.04 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
S&P Developed Ex-U.S. BMI Total Return Index |
FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Developed Market Ex US ETFs FoF | 11.57% | — | 14.12% |
Franklin India Feeder - Franklin U.S. Opportunities Fund | 36.53% | 8.60% | 18.05% |
Kotak NASDAQ 100 FoF | 34.76% | 14.74% | 16.89% |
Edelweiss US Technology Equity FOF | 41.41% | 10.59% | 24.12% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
74.94 %
Holdings
24.56 %
Holdings
0.50 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
41
Total AUM
₹ 76,505.03 Cr.
Sunil Sawant
AUM: ₹3,573.87 Cr.
|
Exp: 10yrs
Rakesh Shetty
AUM: ₹63,590.60 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%