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Home Mf Research Motilal Oswal Financial Services Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Financial Services Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,041.76 +4.18%
Two Week 2026-10-19 ₹1,000.00 ₹1,002.62 +0.26%
One Month 2026-10-05 ₹1,000.00 ₹1,012.67 +1.27%
Three Months 2026-08-05 ₹3,000.00 ₹2,940.55 -1.98%
Six Months 2026-05-07 ₹6,000.00 ₹6,024.37 +0.41%
Since Inception 2026-02-16 ₹9,000.00 ₹9,177.77 +1.98%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 38.73%
Finance 23.38%
Capital Markets 15.28%
Other 11.09%
Financial Technology (Fintech) 9.24%
Insurance 2.28%

Top Holdings

Company-wise portfolio exposure

State Bank of India 6.56%
ICICI Bank Limited 6.31%
Multi Commodity Exchange of India Limited 5.75%
Bajaj Finance Ltd 4.69%
One 97 Communications Limited 3.89%
Kotak Mahindra Bank Ltd 3.86%
Cholamandalam Investment and Finance Company Limited 3.82%
IndusInd Bank Limited 3.58%
HDFC Bank Limited 3.39%
RBL Bank Limited 3.37%
Muthoot Finance Limited 3.14%
Moneyview Limited 3.13%
Prudent Corporate Advisory Services Limited 3.10%
Shriram Finance Limited 2.82%
PNB Housing Finance Limited 2.67%
Karur Vysya Bank Limited 2.48%
Onemi Technology Solutions Limited 2.47%
Indian Bank 2.44%
Axis Bank Limited 2.36%
ICICI Lombard General Insurance Company Limited 2.28%
Pine Labs Limited 2.22%
BSE Limited 2.22%
The Jammu & Kashmir Bank Limited 2.21%
AU Small Finance Bank Limited 2.17%
Piramal Finance Limited 1.95%
Aditya Birla Capital Limited 1.82%
Billionbrains Garage Ventures Ltd 1.78%
Central Depository Services (India) Limited 1.51%
SBI Funds Management Limited 0.92%
Triparty Repo 5.90%
Net Receivables / (Payables) 5.19%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 18.97% 13.08% 13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 15.69% 33.70% 24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.09% 0.00% 21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 12.10% 0.00% 17.03%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.66%
Expense Ratio (Direct)
1.29%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Financial Services TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
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