September 16, 2022
mayank
Motilal Oswal Nasdaq 100 FOF
NAV Growth : Rs 19.9259
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 returns by investing in units of Motilal Oswal Nasdaq 100 ETF.
Fund Manager :
1) Swapnil P Mayekar
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.
2) 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 : | 0 |
Basic Details
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 29-Nov-18 |
| Return Since Launch : | 19.91% |
| Benchmark : | Nasdaq 100 TRI |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 3,439 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.10% |
| (As on 31-Jul-2022) | |
| Risk Grade : | — |
| Return Grade : | — |
| Turnover : | — |
Motilal Oswal Nasdaq 100 FOF Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Nasdaq 100 FOF Dir | -22.52 | -1.4 | -12.38 | 5.08 | -6.41 | -16.98 | 18.76 | — | — | — |
| S&P BSE 500 TRI | 5.51 | -0.3 | 2.99 | 17.05 | 10.99 | 5.38 | 21.52 | — | — | — |
Motilal Oswal Nasdaq 100 FOF 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 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 |
| Edelweiss US Tech Eqt FoF Dir | Unrated | -28.03 | — | — | 1.41 | 1,642 | 14.74 | 1.00 (365) | 2yrs 6mo | — |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 26,43,424 | 15,81,746 |
| Giant (%) | 99.13 | 81.64 |
| Large (%) | 0.87 | 15.43 |
| Mid (%) | — | 7.75 |
| Small (%) | — | 37.97 |
| Tiny (%) | — | — |
Motilal Oswal Nasdaq 100 FOF 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.
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