This is a fund that invests mainly in shares of foreign companies. When you invest for five years or above, you can expect gains that beat the inflation rate and are also higher than fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money for diversification, so that if the Indian markets are going through a sharp correction at least some portion of your money is insulated. But make sure you invest in the one that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||-1.15||-2.01||-1.35||-3.30||0.86||11.31||10.62||--||--||--||--|
As on 24-Feb-2020
|Best (Period)||Worst (Period)|
|Week||7.34 (04-Jun-2019 - 12-Jun-2019)||-9.05 (14-Dec-2018 - 21-Dec-2018)|
|Month||12.65 (26-Dec-2018 - 25-Jan-2019)||-10.78 (03-Dec-2018 - 02-Jan-2019)|
|Quarter||19.28 (26-Dec-2018 - 27-Mar-2019)||-4.40 (05-Mar-2019 - 04-Jun-2019)|
|Year||43.73 (26-Dec-2018 - 26-Dec-2019)||19.26 (04-Dec-2018 - 04-Dec-2019)|
|S&P BSE 500 TRI*||11.88||12.82||0.48||0.72||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 31-Jan-2020
|The underlying data is unavailable.|
|Average Mkt Cap (Rs Cr)||18,15,347||8,08,590|
As on 31-Jan-2020
*As on 31-Dec-2019
Education: Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience: Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Education: Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience: Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
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The Scheme seeks returns by investing in units of Motilal Oswal Nasdaq 100 ETF.
|Minimum Investment (₹)||500|
|Minimum Addl Investment (₹)||500|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||12|
|Minimum Withdrawal (₹)||500|
|Minimum Balance (₹)||--|
|Fund House:||Motilal Oswal Mutual Fund|
|Return Since Launch:||31.40%|
|Assets:||₹ 200 Cr (As on 31-Jan-2020)|
|Expense:||0.50% (As on 31-Dec-2019)|
AMC: Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025
Phone: 022-39804238 / 1800-200-6626
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]