Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth

Fund House: Motilal Oswal Mutual Fund

Category: Fund of Funds-Overseas

Status: Open Ended Schemes

Launch Date: 21-09-2023

Minimum Investment: 500.0

Asset Class: Equity

Minimum Topup: 500.0

Benchmark: S&P Developed Ex-U.S. BMI TRI

Total Assets: 34.1 As on (31-12-2025)

Expense Ratio: 0.11% As on (31-12-2025)

Turn over: 81.00% | Exit Load: 1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.

NAV as on 30-01-2026

16.6727

-0.1889

CAGR Since Inception

25.04%

S&P Developed Ex-U.S. BMI TRI 13.47%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth 37.35 - - - 25.04
MSCI ACWI TRI 27.13 22.31 15.41 14.18 13.47
Fund of Funds-Overseas 32.79 22.95 11.99 12.86 12.95

Funds Manager

RETURNS CALCULATORS for Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Motilal Oswal Developed Market Ex US ETFs FOF Reg Gr 21-09-2023 37.35 24.31 0.0 0.0 0.0
DSP World Gold Mining Overseas Equity Omni FoF Reg Plan Gr 14-09-2007 167.21 97.41 51.35 27.07 21.96
DSP World Mining Overseas Equity Omni FoF Reg Plan Gr 29-12-2009 102.51 44.49 20.96 20.88 22.1
ICICI Pru Strategic Metal and Energy Equity FOF Gr 28-01-2022 67.83 42.46 24.57 0.0 0.0
HSBC Brazil Fund Gr 06-05-2011 63.74 19.48 16.8 8.1 10.42
Nippon India Taiwan Equity Fund Reg Gr 06-12-2021 61.4 37.2 38.86 0.0 0.0
HSBC Global Emerging Mkts Fund Gr 17-03-2008 56.99 35.96 19.5 7.54 12.48
Edelweiss Emerging Mkts Opp Equity Offshore Fund Reg Gr 07-07-2014 54.51 31.6 17.75 5.92 11.56
HSBC Asia Pacific (Ex Japan) IDCW Yield Gr 24-02-2014 54.06 38.7 23.76 15.95 17.26
Axis Greater China Equity FOF Reg Gr 11-02-2021 51.45 36.83 11.26 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Regular Plan Growth - - - - - -
Fund of Funds-Overseas - - - - - -