Motilal Oswal Asset Management Company Limited

MOFSL was founded in 1987 with 2 employees as a sub-broking unit with their main focus of customer-first attitude, ethical and transparent business practices, and many more. Today Motilal is a diverse firm that is working on a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Home Finance, etc. Motilal has clients of retail customers, mutual funds, foreign institutional investors, financial institutions, corporate clients, etc. They have more than 44,00,000+ customers across the globe. They make every decision with solid research at present they have 25+ research analysts researching over 250 companies across 20 sectors.

Motilal Oswal Gift City India Equity Fund of Funds Trust

Fund Snapshot

Fund Name	Motilal Oswal Gift City India Equity Fund of Funds Trust
Strategy	Invest in Onshore Indian Mutual Funds
Domicile	GIFT City, Ahmedabad, India
License/Registration	The Trust is registered as a Category III AIF with IFSCA and aCategory I FPI with SEBI
FME	MO Alternative IFSC Private Limited
Fund Accountant	OHM Dovetail Gift City or such other Person appointed by the FME in this regard in accordance with the Regulations
Custodian	Kotak Mahindra Bank Limited or such other Person appointedby the FME in this regard in accordance with the Regulations
Tax Advisors	Price Waterhouse & Co. LLP.
Auditors	SR Batliboi or an Agreed Accounting Firm appointed by the FME in this regard.
Bankers	Kotak Mahindra Bank
Regulators	International Financial Services Centres Authority (A statutory authority established by Gol)
Exit Load from each allotment	Up to 6 months – 4%, > 6 months to 12 months – 3%, >24 months to 36 months – 1%, >36 months – NIL

Who can Invest?

NRIS

Foreign Nationals
Foreign Institutional Investors

How to Invest?

Bank Accounts outside India
NRE Account
USD Currency

List of Approved Countries

All Countries excluding Non FATF Members

Reasons to Invest

Complete Tax-Free Income—No Tax at Fund level
Predominant underlying investment in choicest & high-conviction-focused fund
The Edge of Motilal Oswal Large and Midcap Fund
Exemption also from obtaining PAN and filing a return of income in India
Underlying Investment in Indian Mutual Fund, with stringent regulatory oversight by SEBI

Market Cap – Bands

>= 1Lakh Cr	28%
>= 50K Crs	30%
>= 25K Crs	15%
>= 10K Crs	21%
>= 5K Crs	5%
< 5K Crs	0%
Long Only Equity Total	99%

Market Cap Breakup

Large cap	35.1%
Mid-cap	37.6%
Small cap	23.5%
Others	2.6%
Total Long Equity Exposure	98.8%

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Frequently Asked Questions

1. What is the Motilal Oswal Gift City India Equity Fund of Funds Trust? +

It is a GIFT City-based investment structure that primarily invests in onshore Indian mutual funds, offering global investors access to Indian equity markets through a regulated Category III AIF framework.

2. Who can invest in this fund? +

The fund is open to NRIs, foreign nationals, and foreign institutional investors who can invest through eligible overseas banking channels such as NRE accounts and USD remittances.

3. What are the key benefits of investing through this structure? +

The fund offers potential tax-efficient investing, access to high-conviction Indian mutual fund strategies, regulatory oversight, and simplified compliance for eligible overseas investors.

4. What is the portfolio allocation strategy of the fund? +

The portfolio follows a diversified multi-cap allocation with exposure across large-cap, mid-cap, and select small-cap companies through underlying Indian mutual fund investments.

5. Is there any exit load applicable? +

Yes. Exit loads vary depending on the holding period. Early withdrawals within the first few months attract higher exit charges, while investments held beyond 36 months have no exit load.

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Motilal Oswal Giftcity India Equity Fund of Funds Trust