September 16, 2023
RA Jainee
Motilal Oswal (MO) Developed Market Ex US ETFs Overseas Equity Passive FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 14.6883
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from 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 in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing in units of global ETFs which track the performance of Developed Markets excluding US, subject to tracking error, if any.
Fund Manager:
1) Sunil Sawant
Education: Mr. Sawant has done M.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FoF
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 21-Sep-23 |
| Return Since Launch | 21.23% |
| Benchmark | S&P Developed Ex-U.S. BMI TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 33 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.11% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of MO Developed Market Ex US ETFs Overseas Equity Passive FoF Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Developed Mkt Ex US ETFs Ovrses Eqt Pass FoF Dir | 28.64 | -0.37 | 2.85 | 8.89 | 14.14 | 21.4 | — | — | — | — |
| BSE 500 TRI | 5.82 | -0.14 | 1.91 | 3.73 | 13.14 | -0.83 | — | — | — | — |
Peer Comparison of MO Developed Market Ex US ETFs Overseas Equity Passive FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Developed Mkt Ex US ETFs Ovrses Eqt Pass FoF Dir | Unrated | 21.40 | — | — | 0.11 | 33 | 21.23 | 1.00 (15) | 1Y 11M | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 32.17 | 31.24 | 21.12 | 0.21 | 5,632 | 24.80 | 1.00 (15) | 6Y 9M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 18.28 | 24.91 | 14.19 | 0.58 | 4,282 | 17.78 | 1.00 (365) | 12Y 8M | 2.44 |
| Kotak US Specific Equity Passive FoF Dir | Unrated | 29.91 | 32.01 | — | 0.25 | 3,524 | 18.52 | — | 4Y 7M | 1.12 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 43.15 | 36.06 | 20.57 | 0.72 | 3,246 | 25.09 | 1.00 (90) | 5Y 6M | — |
Portfolio Analysis
Portfolio Breakup
Chanakya’s Mutual Fund Guidance For Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FoF
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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