Investing in Real Estate: A New Opportunity Without Buying a House or Land!
S. Karthikeyan, Founder - Mentor
WINWORTH, winworthwealth.com
+91 98409 36032
ARN 59199
“I want to
buy a plot of land. But buying land in a good location requires several lakhs
of rupees. Is there a way to invest in the real estate sector with a smaller
amount?” Arun asked his friend.
“There is a
mutual fund that allows you to invest indirectly in real estate companies and
REITs that own income-generating properties, without directly buying land or a
house,” his friend replied.
Arun was
surprised. Until then, he had thought that real estate investment meant only
buying a house or land. This was a completely new approach for him.
What Does the New Mutual
Fund Do?
Motilal
Oswal Nifty REITs & Realty Index Fund, introduced by
Motilal Oswal Asset Management Company, is an open-ended index mutual
fund
focused on the real estate sector. It tracks the Nifty REITs &
Realty Total Return Index.
Through this
fund, investors get an opportunity to invest indirectly in listed real estate
companies and Real
Estate Investment Trusts (REITs), without directly buying a house or land.
What Is a REIT?
A Real Estate Investment
Trust (REIT)
is an investment structure that invests in income-generating properties such as
office buildings and commercial properties. Investors participate in the income
generated from these properties.
This means
that an investor does not have to purchase a large property individually.
Instead, it is possible to participate in the real estate sector with a
relatively small investment.
One Basket... Multiple Opportunities!
The Nifty REITs &
Realty Index,
which this fund tracks, can have a maximum of 15 securities. The weight of each
security is capped at 15%. In addition, REITs must have a minimum combined
weight of 60% in the index. The index is rebalanced every quarter.
In other
words, instead of investing in the shares of just one real estate company,
investors get an opportunity to invest in a basket comprising multiple real
estate companies and REITs.
Key Details of the Scheme
|
Particulars |
Details |
|
Scheme Name |
Motilal Oswal Nifty REITs & Realty Index Fund |
|
Investment Type |
Open-ended Index Mutual Fund |
|
Underlying Index |
Nifty REITs & Realty Total Return Index |
|
New Fund Offer Period |
25 September 2026 – 9 October 2026 |
|
Minimum Investment |
₹500 |
|
Exit Load |
1% if redeemed within 15 days |
|
After 15 Days |
No exit load |
|
Risk Level |
Very High |
Factors such
as growth in the real estate sector, urbanisation, and demand for office and
commercial spaces may create opportunities for companies operating in this
sector.
For invest and more details contact
S. Karthikeyan, Founder - Mentor
WINWORTH, https://winworthwealth.com/
OFFICE:
10-B, 1st
Floor, Tharamani 100 Feet Road, Baby Nagar, Velachery, Chennai - 600042
+91 98409
36032 / 044 42180009
Email id: info@winworthwealth.com
ARN 59199
Fellow
Chartered Accountant S. Karthikeyan is the Founder of WINWORTH. Financial
Advisor from the esteemed Asia Pacific region Singapore Financial Services
Associate.
He has visited over 15 nations, some of which are from the US, the UK, Dubai,
Hong Kong, etc. and took part in numerous workshops, primarily on insurance as
a business trip.
He began his profession as a regular person with a strong desire to succeed
constantly. He founded the WINWORTH Company, a wealth solution company, in 1991
with the aim of serving people and ensuring that everyone is a wealthy person.
As a writer and columnist, he is well-known among Tamil readers for his 52-week
Blank Cheque series of articles in Kumudham and his two-week pieces regarding
real estate and loan savings. WINWORTH has offered unfiltered and unbiased
financial guidance to people and companies for more than 30 years.
It is a state-of-the-art financial planning company that looks for the best
ways to enhance your income while guaranteeing you, not just stability but also
luxury.
Our primary goal is "How to make
ten crores in fifteen years of your life ". However, it can't be
finished in a single day. It can only be attained through proper and systematic
methods. Investments and that's the position we take!
Winworth's experience managing the finances of NRI clientele both outside
and in India.
