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
₹21.50
0.16%
NAV as on 04 Nov 24, 12:00 AM
very high risk
global other
equity
NAV as on 04 Nov 24, 12:00 AM
very high risk
global other
equity
32.00%p.a.
Last 1Y
11.62%p.a.
Last 3Y
0.00%p.a.
Last 5Y
18.47%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal S&P 500 Index Fund Growth scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Apr 2020, Motilal Oswal S&P 500 Index Fund Growth is Global - Other fund of its category with 3,543.39 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Apple Inc
7.20%
Microsoft Corp
6.50%
NVIDIA Corp
6.07%
Amazon.com Inc
3.54%
Meta Platforms Inc Class A
2.54%
Alphabet Inc Class A
1.97%
Berkshire Hathaway Inc Class B
1.71%
Alphabet Inc Class C
1.63%
Broadcom Inc
1.63%
Tesla Inc
1.47%
View Scheme Document
If invested
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | fof
11.3%
very high risk | fof
4.2%
very high risk | equity
10.2%