Motilal Oswal Financial Services Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Motilal Oswal Financial Services Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹203 Cr

Lock In Period

N/A

Expense Ratio

2.77

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.20-0.121.33
6M0.002.257.15
1Y0.004.9018.14
3Y0.0012.9160.93

Portfolio Analysis

  • Equity: 97.92%
  • Debt: 2.08%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Limited7.57%
2. ICICI Bank Limited7.09%
3. IndusInd Bank Limited4.16%
4. Axis Bank Limited3.66%
5. AU Small Finance Bank Limited3.15%
6. The Federal Bank Limited3.06%
7. Ujjivan Small Finance Bank Limited2.83%
8. RBL Bank Limited2.78%
9. The Jammu & Kashmir Bank Limited1.61%
10. Kotak Mahindra Bank Ltd1.39%
11. IDFC First Bank Limited1.25%

1. Bajaj Finance Ltd7.45%
2. Cholamandalam Investment and Finance Company Limited4.51%
3. Shriram Finance Limited3.95%
4. L&T Finance Limited2.69%
5. Piramal Finance Limited2.03%

1. State Bank of India8.02%
2. Indian Bank2.62%

1. PB Fintech Limited3.34%
2. One 97 Communications Limited3.22%

1. Prudent Corporate Advisory Services Limited3.38%
2. Aditya Birla Capital Limited2.99%

1. Billionbrains Garage Ventures Ltd3.39%
2. Pine Labs Limited2.06%

1. PNB Housing Finance Limited3.76%

1. BSE Limited2.61%

1. SBI Funds Management Limited2.03%

1. Central Depository Services (India) Limited1.32%
No Data Found
No Data Found

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 ₹203 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.77. 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
Edelweiss Financial Services Fund Growth0282 CR2.54
Motilal Oswal Financial Services Fund Growth0202 CR2.77
Kotak Banking & Financial Services Fund Growth21,556 CR2.24
Bandhan Financial Services Fund Growth01,114 CR2.43
Fund Name1Y3Y
This FundEdelweiss Financial Services Fund Growth00
This FundMotilal Oswal Financial Services Fund Growth00
This FundKotak Banking & Financial Services Fund Growth7.721245.2307
This FundBandhan Financial Services Fund Growth3.991453.3659

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 2.77. 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 : 1.20%
  • 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 ₹ 10.7430 as on Aug 18,2026. 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 ₹203 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.