Motilal Oswal Financial Services Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹209 Cr

Lock In Period

N/A

Expense Ratio

2.66

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

Motilal Oswal Financial Services Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.21-0.36-0.10
6M2.511.563.29
1Y0.002.720.00
3Y0.0014.1242.91

Portfolio Analysis

  • Equity: 88.91%
  • Debt: 11.09%
  • Others
As on: 2026-09-30
View allocation % by

1. ICICI Bank Limited6.31%
2. Kotak Mahindra Bank Ltd3.86%
3. IndusInd Bank Limited3.58%
4. HDFC Bank Limited3.39%
5. RBL Bank Limited3.37%
6. Karur Vysya Bank Limited2.48%
7. Axis Bank Limited2.36%
8. The Jammu & Kashmir Bank Limited2.21%
9. AU Small Finance Bank Limited2.17%

1. Bajaj Finance Ltd4.69%
2. Cholamandalam Investment and Finance Company Limited3.82%
3. Muthoot Finance Limited3.14%
4. Shriram Finance Limited2.82%
5. Piramal Finance Limited1.95%

1. Moneyview Limited3.13%
2. Prudent Corporate Advisory Services Limited3.10%
3. Onemi Technology Solutions Limited2.47%
4. Aditya Birla Capital Limited1.82%

1. State Bank of India6.56%
2. Indian Bank2.44%

1. Multi Commodity Exchange of India Limited5.75%
2. BSE Limited2.22%

1. Pine Labs Limited2.22%
2. Billionbrains Garage Ventures Ltd1.78%

1. One 97 Communications Limited3.89%

1. PNB Housing Finance Limited2.67%

1. ICICI Lombard General Insurance Company Limited2.28%

1. Central Depository Services (India) Limited1.51%
No Data Found
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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 Banking and Financial Services Fundsscheme with Assets Under Management of ₹209 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.66. 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.

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 2.66. 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 : -0.21%
  • 6 Months : 2.51%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal Financial Services Fund Growth are updated daily based on NAV of ₹ 10.1005 as on Oct 30,2026. 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 ₹209 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.
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