Motilal Oswal Financial Services Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Motilal Oswal Financial Services Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹176 Cr
Lock In Period
N/A
Expense Ratio
2.47
Exit Load
1% - If redeemed within 90 days from the day of allotment.Nil - If redeemed after 90 days from the date of allotment.
Benchmark
Nifty Financial Services Total Return
Summary
Motilal Oswal Financial Services Fund Growth NAV is ₹10.3823 as of 25 Jun, 2026. Motilal Oswal Financial Services Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Motilal Oswal Financial Services Fund Growth is ₹500. The AUM of Motilal Oswal Financial Services Fund Growth is ₹176 Cr. The expense ratio of the fund is 2.47%, and its benchmark is Nifty Financial Services Total Return. The current exit load of the fund 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 last 1M months, Motilal Oswal Financial Services Fund Growth has delivered 4.25% returns.
Motilal Oswal Financial Services Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.25 | 0.09 | 11.01 |
| 6M | 0.00 | 1.59 | 115.85 |
| 1Y | 0.00 | 4.64 | 207.54 |
| 3Y | 0.00 | 12.95 | 342.27 |
Portfolio Analysis
- Equity: 97.30%
- Debt: 2.70%
- Others
As on: 2026-05-31
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About Fund Motilal Oswal Financial Services Fund Growth
Motilal Oswal Financial Services Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹176 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.47. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| DSP Banking & Financial Services Fund Growth | 0 | 1870.92 CR | 2.7 |
| Union Active Momentum Fund Growth | 0 | 474.55 CR | 2.39 |
| Motilal Oswal Financial Services Fund Growth | 0 | 176.12 CR | 2.47 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Banking & Financial Services Fund Growth | 8.9925 | 0 |
| This FundUnion Active Momentum Fund Growth | 11.1239 | 0 |
| This FundMotilal Oswal Financial Services Fund Growth | 0 | 0 |
| This FundHDFC Defence Fund Growth | 14.4191 | 195.7918 |
| This FundNippon India Taiwan Equity Fund Growth | 203.3559 | 324.2776 |
Motilal Oswal Financial Services Fund Growth 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 2.47. 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 : 4.25%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 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 ₹176 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.
