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)

₹217 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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.74-1.47-4.62
6M12.853.1015.54
1Y0.003.699.66
3Y0.0013.0346.20

Portfolio Analysis

  • Equity: 98.22%
  • Debt: 1.78%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Limited6.71%
2. HDFC Bank Limited6.38%
3. IndusInd Bank Limited3.90%
4. Axis Bank Limited3.61%
5. AU Small Finance Bank Limited3.06%
6. Kotak Mahindra Bank Ltd2.79%
7. RBL Bank Limited2.63%
8. The Jammu & Kashmir Bank Limited2.27%
9. Ujjivan Small Finance Bank Limited1.91%
10. The Federal Bank Limited1.65%
11. Karur Vysya Bank Limited1.28%

1. Bajaj Finance Ltd4.99%
2. Cholamandalam Investment and Finance Company Limited4.24%
3. Shriram Finance Limited3.91%
4. L&T Finance Limited2.22%
5. Piramal Finance Limited2.12%
6. Muthoot Finance Limited1.65%

1. State Bank of India7.00%
2. Indian Bank2.63%

1. One 97 Communications Limited3.84%
2. PB Fintech Limited3.65%

1. Prudent Corporate Advisory Services Limited3.52%
2. Aditya Birla Capital Limited2.83%
3. Onemi Technology Solutions Limited0.99%

1. Multi Commodity Exchange of India Limited5.73%

1. Billionbrains Garage Ventures Ltd3.13%
2. Pine Labs Limited2.27%

1. PNB Housing Finance Limited3.83%

1. SBI Funds Management Limited1.86%

1. Central Depository Services (India) Limited1.62%
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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 ₹217 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
Motilal Oswal Financial Services Fund Growth0216 CR2.77
HDFC Banking & Financial Services Fund Growth24,687 CR2
Bandhan Financial Services Fund Growth01,122 CR2.47
Fund Name1Y3Y
This FundMotilal Oswal Financial Services Fund Growth00
This FundHDFC Banking & Financial Services Fund Growth0.344632.1674
This FundBandhan Financial Services Fund Growth-2.929339.3222

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 : -4.74%
  • 6 Months : 12.85%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal Financial Services Fund Growth are updated daily based on NAV of ₹ 10.2029 as on Oct 01,2026. 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 ₹217 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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