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Motilal Oswal Mutual Fund · Equity: Sectoral-Banking and Financial Services
Motilal Oswal Services Fund - Regular Plan - Growth
The Scheme seeks to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies derive the majority of their income from business in the Services sector of the economy.
EquityBenchmark · NIFTY Service Sector TRITER · 2.47%Inception · 16-06-2025
NAV
₹10.51
+0.74% · as of 14-05-2026
Since inception
4.89%
CAGR
Benchmark (inception)
15.01%
CAGR
Fund size
₹1 Cr
AUM
Expense ratio
2.47%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +4.89% CAGR vs benchmark +15.01%.
Portfolio
Where the money is invested
Top holdings
ASTER DM HEALTHCARE LIMITED EQ7.15%
ADITYA BIRLA CAPITAL LIMITED EQ6.74%
Shriram Finance Limited6.62%
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-5.15%
Aditya Infotech Limited4.46%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-4.23%
BIRLASOFT LIMITED NEW EQ RS. 2/-4.20%
ICICI Prudential AMC Ltd3.29%
LG Electronics India Limited3.07%
STATE BANK OF INDIA EQ NEW RE. 1/-2.98%
Sector allocation
Financial Services41.52%
Information Technology17.10%
Healthcare12.77%
Capital Goods10.21%
Consumer Services9.05%
Consumer Durables3.07%
Services1.79%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 4.9% p.a.₹10,000
10 years
Projected value
₹15,50,009
Invested: ₹12,00,000
Gained: ₹3,50,009
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153561
ISIN (Growth)
INF247L01FG1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Banking and Financial Services funds
Quant BFSI Fund Reg Gr
₹19.00
1Y
+20.0%
3Y
+0.0%
5Y
+0.0%
HSBC Fin Services Fund Reg Gr
₹12.02
1Y
+8.9%
3Y
+0.0%
5Y
+0.0%
DSP Banking & Financial Services Reg Gr
₹13.95
1Y
+8.6%
3Y
+0.0%
5Y
+0.0%
Groww Banking & Financial Services Reg Gr
₹12.04
1Y
+8.3%
3Y
+0.0%
5Y
+0.0%
Invesco India Fin Services Fund Reg Plan Gr
₹141.50
1Y
+7.8%
3Y
+18.5%
5Y
+16.0%
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