Motilal Oswal Services Fund - Regular Plan - Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 16-06-2025 |
| Asset Class: Equity |
| Benchmark: Nifty Service Sector TRI |
| TER: 2.47% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 112.99 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.88% | Exit Load: 1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. |
11.2712
0.2 (1.7576%)
11.72%
Benchmark: 15.1%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The Scheme seeks to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies derive the majority of their income from business in the Services sector of the economy.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Services Fund - Regular Plan - Growth | 16-06-2025 | 10.74 | - | - | - | - |
| Quant BFSI Fund - Growth Option - Regular Plan | 05-06-2023 | 18.91 | 10.06 | 25.46 | - | - |
| DSP BankIng & FInancial Services Fund - Regular - Growth | 15-12-2023 | 9.25 | 13.92 | - | - | - |
| Groww BankIng & FInancial Services Fund Regular Growth | 07-02-2024 | 7.36 | 8.11 | - | - | - |
| Invesco India FInancial Services Fund - Regular Plan - Growth | 14-07-2008 | 6.05 | 9.77 | 17.66 | 14.97 | 15.23 |
| HSBC FInancial Services Fund - Regular Growth | 27-02-2025 | 5.89 | - | - | - | - |
| ITI BankIng And FInancial Services Fund -Regular Plan - Growth Option | 07-12-2021 | 5.21 | 8.32 | 11.08 | - | - |
| Kotak BankIng & FInancial Services Fund - Regular Plan - Growth | 27-02-2023 | 4.18 | 7.2 | 12.49 | - | - |
| HDFC BankIng & FInancial Services Fund - Growth Option | 01-07-2021 | 3.9 | 7.46 | 12.84 | 12.72 | - |
| WhiteOak Capital BankIng & FInancial Services Fund - Regular Growth | 06-02-2024 | 3.05 | 8.62 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
50.89%
Others
8.35%
Large Cap
16.24%
Mid Cap
24.52%
