Why should you invest in International Index Funds

01 Low correlation to Indian Equities
Mitigate risk by investing in low-correlated equities from international markets
02 Geographic Diversification
Ensure effective diversification by investing in equities from international markets
03 Exposure to global brands
Invest in popular global brands from developed and emerging markets

Performance

Source: Index Values - S&P Dow Jones Indices; Forex Rate - RBI/Thomson Reuter and MOAMC; Performance Data as of Close of 31-Oct-2006 to 31-Oct-2021. S&P 500 Index values are adjusted for one day lag movement due to difference in time zones. ^ denotes the index currency conversion. Performance results may have many inherent limitations and no representation is being made that any investor will, or is likely to achieve the performance similar to that shown. Past performance may or may not be sustained in future. The above table/graph is used to explain the concept and is for illustration purpose only. It should not be used for development or implementation of any investment strategy.

Source: Index Values - NASDAQ; Forex Rate - RBI/Thomson Reuter and MOAMC; Performance Data as of Close of 31-Oct-2006 to 31-Oct-2021. NASDAQ 100 Index values are adjusted for one day lag movement due to difference in time zones. ^ denotes the index currency conversion. Performance results may have many inherent limitations and no representation is being made that any investor will, or is likely to achieve the performance similar to that shown. Past performance may or may not be sustained in future. The above table/graph is used to explain the concept and is for illustration purpose only. It should not be used for development or implementation of any investment strategy.

Source: Index Values - MSCI; Forex Rate - RBI/Thomson Reuter and MOAMC; Performance Data as of Close of 31-Oct-2006 to 31-Oct-2021. ^ denotes the index currency conversion. Performance results may have many inherent limitations and no representation is being made that any investor will, or is likely to achieve the performance similar to that shown. Past performance may or may not be sustained in future. The above table/graph is used to explain the concept and is for illustration purpose only. It should not be used for development or implementation of any investment strategy.

Top 10 brands

logo
6.4%
logo
6.0%
logo
3.8%
logo
2.3%
logo
2.3%
logo
2.0%
logo
1.6%
logo
1.4%
logo
1.3%
logo
1.1%
logo
10.9%
logo
10.8%
logo
7.5%
logo
6.0%
logo
4.2%
logo
4.1%
logo
3.4%
logo
2.1%
logo
2.0%
logo
1.8%
logo
4.7%
logo
4.2%
logo
3.3%
logo
2.7%
logo
2.4%
logo
2.3%
logo
2.2%
logo
1.9%
logo
1.8%
logo
1.7%

Data as on 29 October 2021.

Watch our latest films

Know more about our International Index Funds

About S&P 500 Index

The S&P 500 Index is designed to measure the performance of leading 500 companies listed in United States and covers approximately 80% of available market capitalization.

Type of scheme

An open ended scheme replicating/tracking S&P 500 TR Index

Exit Load

1% if redeemed on or before 15 days from allotment date, Nil if redeemed after 15 days from allotment date

Benchmark

S&P 500 TR Index

Investment Objective

The Scheme seeks investment return that corresponds to the performance of S&P 500 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved

Total Expense ratio

Regular - 1.07%

Minimum application amount

Lumpsum and SIP- Rs 500 in multiples of Re. 1/- thereafter

About Nasdaq 100 Index

The Nasdaq 100 Index is designed to measure the performance of 100 of the largest non-financial companies listed on The Nasdaq Stock Market, based on market capitalization

Type of scheme

An open ended scheme replicating/tracking Nasdaq 100 TR Index

Exit Load

Nil

Benchmark

Nasdaq 100 TR Index

Investment Objective

The Scheme seeks investment returns by investing in units of Motilal Oswal Nasdaq 100 ETF subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum application amount

Lumpsum and SIP- Rs 500 in multiples of Re. 1/- thereafter

Total Expense ratio

Regular - 0.50%
Direct - 0.10% (TER of underlying
Motilal Oswal Nasdaq 100 ETF - 0.57%)

About MSCI EAFE Top 100 Select Index

The MSCI EAFE Top 100 Select Index is designed to measure the performance of the top 100 companies, selected from 10 large developed markets, out of MSCI EAFE Index.

Type of scheme

An open ended scheme replicating/tracking MSCI EAFE Top 100 Select Index

Exit Load

1% if redeemed on or before 15 days from allotment date, Nil if redeemed after 15 days from allotment date

Benchmark

MSCI EAFE Top 100 Select Index

Investment objective

The investment objective is to generate long term capital appreciation by investing in securities of MSCI EAFE Top 100 Select Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum application amount

Lumpsum and SIP: Rs 500 & in multiples of Re. 1/- thereafter

Indicative Total Expense Ratio

Regular TER - 0.50%

Product Labels

Product Labeling Scheme Riskometer Benchmark Riskometer S&P 500 TRI (INR)
Name of the scheme
Motilal Oswal S&P 500 Index Fund (An open ended scheme replicating / tracking S&P 500 Index)
This product is suitable for investors who are seeking
1) Return that corresponds to the performance of S&P 500 Index subject to tracking error
2) Investment in equity securities of S&P 500 Index
Investors understand that their principal will be at Very High risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Product Labeling Scheme Riskometer Benchmark Riskometer NASDAQ 100 TRI (INR)
Name of the scheme
Motilal Oswal Nasdaq 100 Fund of Fund (An open ended fund of fund scheme investing in Motilal Oswal Nasdaq 100 ETF)
This product is suitable for investors who are seeking
1) Long term capital appreciation
2) Return that corresponds generally to the performance of the Scheme, Motilal Oswal Nasdaq 100 ETF through investment in units of Motilal Oswal Nasdaq 100 ETF
Investors understand that their principal will be at Very High risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Product Labeling Scheme Riskometer Benchmark Riskometer MSCI EAFE Top 100 Select Index
Name of the scheme
Motilal Oswal MSCI EAFE Top 100 Select Index Fund (An open ended scheme replicating/ tracking MSCI EAFE Top 100 Select Index)
This product is suitable for investors who are seeking
1) Returns that corresponds to the performance of MSCI EAFE Top 100 Select Index, subject to tracking error.
2) Long term capital growth.
Investors understand that their principal will be at Very High risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.