Submit
logo

Motilal Oswal Services Fund - Regular Plan - IDCW

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

₹ 110.41 Cr

Expense Ratio

2.47%

Benchmark

NIFTY Service Sector TRI

ISIN

INF247L01FJ5

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

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

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Services Fund - Regular Plan - IDCW - - -
Nifty Services Sector TRI -7.78 8.26 7.65
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
10.5886
Last change
0.02 (0.1898%)
Fund Size (AUM)
₹ 110.41 Cr
Performance
5.69% (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
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ASTER DM HEALTHCARE LIMITED EQ 7.18
Multi Commodity Exchange of India Ltd 6.03
ADITYA BIRLA CAPITAL LIMITED EQ 5.1
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 4.81
ADITYA BIRLA SUN LIFE AMC LIMITED EQ NEW FV Rs.5/- 4.6
Aditya Infotech Limited 4.44
ICICI Prudential AMC Ltd 3.92
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- 3.87
BIRLASOFT LIMITED NEW EQ RS. 2/- 3.73
Shriram Finance Limited 3.56

Sector Allocation

Sector Holdings (%)
Financial Services 46.71
Information Technology 15.85
Healthcare 13.5
Consumer Services 9.37
Capital Goods 8.78
Consumer Durables 2.89
Services 0.91

Peer Comparison

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