September 16, 2022
mayank
Motilal Oswal MSCI EAFE Top100 Select Index Fund
NAV Growth : Rs 9.0463
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 securities of MSCI EAFE Top 100 Select Index subject to tracking error.
Fund Manager :
— Ankush Sood
Education : Mr. Sood is a B.Tech, MBA (Tech)
Experience : He has prior experience prominently in Institutional Sales Trading Function. He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.
— Abhiroop Mukherjee
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.
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
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 01-Dec-21 |
| Return Since Launch : | -9.54% |
| Benchmark : | MSCI EAFE Top 100 Select Index |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 35 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.53% |
| (As on 31-Jul-2022) | |
| Risk Grade : | — |
| Return Grade : | — |
| Turnover : | — |
Motilal Oswal MSCI EAFE Top100 Select Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal MSCI Top100 Select Index Dir | -12.46 | -0.24 | -6.81 | 0.93 | -4.96 | — | — | — | — | — |
| S&P BSE 500 TRI | 5.51 | -0.3 | 2.99 | 17.05 | 10.99 | — | — | — | — | — |
Peer Comparison
| Fund name | 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 MSCI Top100 Select Index Dir | Unrated | — | — | — | 0.53 | 35 | -9.54 | 1.00 (15) | 0yrs 9mo | — |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | -16.98 | 18.76 | — | 0.10 | 3,439 | 19.91 | — | 3yrs 9mo | — |
| Franklin Ind Feeder Franklin US Opp Dir | Unrated | -26.22 | 11.31 | 14.47 | 0.51 | 3,107 | 15.79 | 1.00 (365) | 9yrs 8mo | 2.44 |
| Motilal Oswal S&P 500 Index Fund Dir | Unrated | -3.16 | — | — | 0.51 | 2,465 | 16.26 | 1.00 (15) | 2yrs 4mo | 10.00 |
| ICICI Pru US Bluechip Eqt Dir | Unrated | -7.07 | 13.48 | 15.48 | 1.16 | 2,025 | 15.71 | 1.00 (30) | 9yrs 8mo | 80.00 |
Portfolio Analysis
| No. of Stocks : | 101 |
| Top 10 Stocks % : | — |
| Top 5 Stocks % : | — |
| Top 3 Sectors % : | 44.32 |
| Portfolio P/B Ratio : | 1.66 |
| Portfolio P/E Ratio : | 12.39 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 7,56,909 | 15,81,746 |
| Giant (%) | 100.00 | 81.64 |
| Large (%) | — | 15.43 |
| Mid (%) | — | 7.75 |
| Small (%) | — | 37.97 |
| Tiny (%) | — | — |
Motilal Oswal MSCI EAFE Top100 Select Index Fund by Chanakya :
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Apply Online :
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