Motilal Oswal FInancial Services Fund- Regular-Growth
Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 27-01-2026
AUM:
₹ 191.37 Cr
Expense Ratio
2.47%
Benchmark
Nifty Financial Services TRI
ISIN
INF247L01GQ8
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal FInancial Services Fund- Regular-Growth | - | - | - |
| Nifty Financial Services TRI | -1.63 | 9.68 | 10.6 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.4576
Last change
0.13 (1.2508%)
Fund Size (AUM)
₹ 191.37 Cr
Performance
4.59% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The primary objective of the Scheme is to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies deriving majority of their income from financial Services businesses. However, there is no assurance that the investment objective of the scheme will be realized
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.67 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.56 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 7.32 |
| Bajaj Finance Limited | 6.82 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 6.71 |
| INDUSIND BANK LIMITED EQ | 4.32 |
| Shriram Finance Limited | 4.11 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 4.08 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 4.02 |
| PNB HOUSING FINANCE LTD EQ | 3.93 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 97.3 |