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

INVEST VIA NRE/NRO

Motilal Oswal Innovation Opportunities Fund -Growth for NRI [12.30]

Min Investment

500

Fund Size

489.77 Cr

Expense Ratio

2.4%

Exit Load

%

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

12.30

0.78%

NAV as on 04 Feb 26, 12:00 AM

risk

thematic business cycles

equity

NAV as on 04 Feb 26, 12:00 AM

risk

thematic business cycles

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

23.00%p.a.

Since Inception

About Motilal Oswal Innovation Opportunities Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Innovation Opportunities Fund -Growth scheme from Motilal Oswal Asset Management Company Limited. It is a Thematic - Business Cycles mutual fund scheme that predominantly invests in Thematic - Business Cycles stocks of companies. Launched on Feb 2025, Motilal Oswal Innovation Opportunities Fund -Growth is Thematic - Business Cycles fund of its category with 489.77 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Thematic - Business Cycles funds.

  • Motilal Oswal Innovation Opportunities Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 23.0% average annual returns since the fund was launched.
  • Motilal Oswal Innovation Opportunities 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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. However, there can be no assurance that the investment objective of the scheme will be realized.

Top 10 Holdings

Bajaj Finance Ltd

3.33%

Bharat Electronics Ltd

1.81%

Bharti Airtel Ltd

2.90%

Chalet Hotels Ltd

3.23%

CG Power & Industrial Solutions Ltd

3.06%

Stylam Industries Ltd

3.13%

JM Financial Ltd

4.51%

Kotak Mahindra Bank Ltd

1.93%

Mahindra & Mahindra Ltd

1.76%

UNO Minda Ltd

3.06%

Fund Managers

  1. Varun Sharma (Feb 2025 - Present)
  2. Niket Shah (Jan 2025 - Present)
  3. Atul Mehra (Jan 2025 - Present)
  4. Rakesh Shetty (Jan 2025 - Present)
  5. Sunil Sawant (Jan 2025 - Present)
  6. Swapnil P Mayekar (Nov 2025 - Present)

Key Information

View Scheme Document

Motilal Oswal Innovation Opportunities 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 Innovation Opportunities 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 Innovation Opportunities 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 Innovation Opportunities 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