Motilal Oswal Manufacturing Fund NFO: Review & Complete Analysis

The scheme is suitable for investors who want to achieve capital appreciation over a long time and seeking to invest in Equity and equity-related instruments of manufacturing companies. The scheme is a very high-risk scheme. There is no assurance that the scheme's investment goal will be met. The scheme will invest 80-100% of its units in Equity and Equity-related instruments of enterprises with manufacturing themes, 0-20% in Equity and Equity-related instruments of companies other than manufacturing themes, 0-20% in debt and money market instruments (including cash and cash equivalents), 0-10% in REIT and InvIT units, and 0-5% in mutual fund units

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Motilal Oswal Manufacturing Fund NFO: Review & Complete Analysis

Motilal Oswal Manufacturing Fund - NFO

NFOs offer a chance to invest early in promising mutual funds. This article discusses the Motilal Oswal Manufacturing Fund, a new thematic mutual fund scheme.

Everything You Need to Know

  • Fund Name: Motilal Oswal Manufacturing Fund

  • AMC: Motilal Oswal Asset Management Company Limited

  • Type: Open-ended thematic scheme focusing on the manufacturing sector

  • Investment Window: July 19 to August 02, 2024

  • Subscription Price: Rs. 500 and in multiples of Rs. 1

  • Exit Load: 1% if redeemed within 3 months

NFO Overview

  • Objective: Achieve capital appreciation by investing in manufacturing companies

  • Investment Allocation:

    • 80-100% in Equity and Equity-related instruments of manufacturing companies

    • 0-20% in other Equity and Equity-related instruments

    • 0-20% in Debt and Money Market Instruments

    • 0-10% in REIT and InvIT units

    • 0-5% in mutual fund units

  • Risk Level: Very High

  • Benchmark: Nifty India Manufacturing TRI

Fund Overview

  • Minimum Subscription: Rs. 500

  • Start Date: July 19, 2024

  • End Date: August 02, 2024

  • Allotment Date: Within 3 to 15 days after closure

  • AUM: Rs. 66,452.27 Cr (as of June 30, 2024)

  • Expense Ratio: Nil

  • Short-term Capital Gains: 15% tax if redeemed before 1 year

  • Long-term Capital Gains: 10% tax on returns above Rs. 1 lakh after 1 year

How to Invest After NFO Closure Investors can invest through their Demat account at NAV-based prices after the allotment period. Search for "Motilal Oswal Manufacturing Fund" on 'Nifty India Manufacturing TRI.'

Objective of the Fund To achieve long-term capital appreciation by investing in manufacturing companies. However, there is no assurance that the investment goals will be met.

Click Here to Know Complete Analysis of The Motilal Oswal Manufacturing Fund