About Company
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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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
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.
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.
The fund offers potential tax-efficient investing, access to high-conviction Indian mutual fund strategies, regulatory oversight, and simplified compliance for eligible overseas investors.
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.
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.