Motilal Oswal 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 Services Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹136 Cr
Lock In Period
N/A
Expense Ratio
2.63
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 Services Sector Total Return
Motilal Oswal Services Fund Growth Calculate Returns
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Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.50 | -0.24 | 8.60 |
| 6M | 8.94 | 1.69 | 15.00 |
| 1Y | 2.30 | 3.13 | 75.71 |
| 3Y | 0.00 | 13.25 | 270.82 |
Portfolio Analysis
- Equity: 96.97%
- Debt: 3.03%
- Others
As on: 2026-09-30
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About Fund Motilal Oswal Services Fund Growth
Motilal Oswal Services Fund Growth managed by Motilal Oswal Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹136 Crore. The fund benchmarks its performance against the Nifty Services Sector Total Return while maintaining an expense ratio of 2.63. 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 |
|---|---|---|---|
| Baroda BNP Paribas Business Conglomerates Fund Growth | 0 | 579 CR | 2.5 |
| WhiteOak Capital Quality Equity Fund Growth | 0 | 553 CR | 2.69 |
| Motilal Oswal Services Fund Growth | 0 | 135 CR | 2.63 |
| HDFC Defence Fund Growth | 5 | 11,493 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Business Conglomerates Fund Growth | -8.3052 | 0 |
| This FundWhiteOak Capital Quality Equity Fund Growth | -9.1753 | 0 |
| This FundMotilal Oswal Services Fund Growth | 2.2985 | 0 |
| This FundHDFC Defence Fund Growth | 12.7032 | 136.9853 |
| This FundNippon India Taiwan Equity Fund Growth | 73.385 | 255.8994 |
Motilal Oswal Services Fund Growth FAQs
Motilal Oswal 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 Services Fund Growth is 2.63. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Motilal Oswal Services Fund Growth’s fund performance is as follows:
- 1 Month : -3.50%
- 6 Months : 8.94%
- 1 Year : 2.30%
- 3 Years : 0.00%
You can invest in Motilal Oswal 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 Services Fund Growth is ₹136 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Motilal Oswal Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
