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Motilal Oswal Services Fund - Regular Plan - Growth

Category: Equity: Sectoral-Banking and Financial Services Launch Date: 16-06-2025
AUM:

₹ 135.89 Cr

Expense Ratio

2.63%

Benchmark

Nifty Service Sector TRI

ISIN

INF247L01FG1

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Bhalchandra Shinde, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, Swapnil Mayekar

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Services Fund - Regular Plan - Growth 2.3 - -
Nifty Services Sector TRI -9.17 8.94 4.63
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
11.2364
Last change
0.13 (1.1267%)
Fund Size (AUM)
₹ 135.89 Cr
Performance
8.77% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Bhalchandra Shinde, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, Swapnil Mayekar
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Multi Commodity Exchange of India L 6.25
ASTER DM HEALTHCARE LIMITED EQ 4.64
ADITYA BIRLA CAPITAL LIMITED EQ 4.57
Spectrum Electrical Industries Ltd 4.43
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- 4.41
ADITYA BIRLA SUN LIFE AMC LIMITED EQ NEW FV Rs.5/- 4.3
FASHNEAR TECHNOLOGIES PRIVATE LIMITED EQ 4.18
RAYMOND LIMITED EQ 4.01
SHADOWFAX TECHNOLOGIES PRIVATE LIMITED EQ 3.84
RESTAURANT BRANDS ASIA LIMITED EQ 3.76

Sector Allocation

Sector Holdings (%)
Financial Services 42.75
Healthcare 14.43
Consumer Services 13.17
Information Technology 10.18
Services 4.74
Capital Goods 4.43
Realty 4.01
Consumer Durables 3.26

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Services Fund Reg Plan Gr 0.0