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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹149 Cr

Lock In Period

N/A

Expense Ratio

2.43

Benchmark

Nifty Financial Services Total Return

Exit Load

1% - If redeemed within 90 days from the day of allotment.Nil - If redeemed after 90 days from the date of allotment.

Summary

Latest details for Motilal Oswal Financial Services Fund Growth include a ₹9.9964 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Financial Services Fund Growth AUM is ₹149 Cr, with a lock-in of N/A years, expense ratio of 2.43%, and benchmark Nifty Financial Services Total Return. Exit load is - 1% - If redeemed within 90 days from the day of allotment.Nil - If redeemed after 90 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 12.23% returns, against a category average of 1.70% and a category best of 26.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M12.231.7026.98
6M0.001.2596.54
1Y0.004.55251.54
3Y0.0013.61332.92

Portfolio Analysis

  • Equity: 86.29%
  • Debt: 13.73%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited8.88%
2. HDFC Bank Limited8.08%
3. Axis Bank Limited5.05%
4. IndusInd Bank Limited4.19%
5. Ujjivan Small Finance Bank Limited3.72%
6. AU Small Finance Bank Limited3.50%
7. RBL Bank Limited3.30%
8. Karur Vysya Bank Limited1.94%
9. IDFC First Bank Limited1.18%
10. The Federal Bank Limited0.52%

1. Bajaj Finance Limited7.09%
2. Shriram Finance Limited3.87%
3. Cholamandalam Investment and Finance Company Ltd3.26%
4. Muthoot Finance Limited3.02%

1. Prudent Corporate Advisory Services Limited3.02%
2. Aditya Birla Capital Limited2.93%
3. ICICI Prudential Asset Management Company Limited2.25%
4. Tata Capital Limited0.92%

1. State Bank of India5.67%
2. Indian Bank1.42%

1. One 97 Communications Limited2.25%
2. PB Fintech Limited2.17%

1. HDFC Life Insurance Company Limited2.37%

1. Aditya Birla Sun Life AMC Limited2.35%

1. ICICI Lombard General Insurance Company Limited1.72%

1. BSE Limited1.62%

About Fund

Motilal Oswal Financial Services Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹149 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.43. Under the expert guidance of Ajay Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering.Prior to joining with BOI AXA Mutual Fund, he has worked with B&K Securities & Infosys.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundWhiteOak Capital Consumption Opportunities Fund Growth087.23 CR2.36
This FundBaroda BNP Paribas Manufacturing Fund Growth0804.3 CR2.27
This FundMotilal Oswal Financial Services Fund Growth0149.44 CR2.43
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundWhiteOak Capital Consumption Opportunities Fund Growth00
This FundBaroda BNP Paribas Manufacturing Fund Growth17.46820
This FundMotilal Oswal Financial Services Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth10.9367112.3944
This FundNippon India Taiwan Equity Fund Growth246.7021315.2486

FAQs

Motilal Oswal Financial Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Financial Services Fund Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Financial Services Fund Growth’s fund performance is as follows:
  • 1 Month : 12.23%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal Financial Services Fund Growth are updated daily based on NAV of ₹ 9.9964 as on Apr 24,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal Financial Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Financial Services Fund Growth is ₹149 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Financial Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500