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Motilal Oswal Services Fund - Regular Plan - IDCW

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

₹ 88.61 Cr

Expense Ratio

2.52%

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. BhalchandraShinde,Mr. Atul Mehra,Mr. Rakesh Shetty,Mr. Sunil Sawant

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Services Fund - Regular Plan - IDCW - - -
Nifty Services Sector TRI 9.39 12.82 11.9
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
10.7335
Last change
-0.12 (-1.105%)
Fund Size (AUM)
₹ 88.61 Cr
Performance
7.14% (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. BhalchandraShinde,Mr. Atul Mehra,Mr. Rakesh Shetty,Mr. Sunil Sawant
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Collateralized Borrowing & Lending Obligation 10.61
ADITYA BIRLA CAPITAL LIMITED EQ 6.88
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 5.89
IDFC FIRST BANK LIMITED EQ 5.51
BIRLASOFT LIMITED NEW EQ RS. 2/- 4.97
Shriram Finance Limited 4.56
MCX INDIA LIMITED EQ NEW RS. 10/- 4.49
ASTER DM HEALTHCARE LIMITED EQ 3.81
PHYSICSWALLAH PRIVATE LIMITED EQ 3.6
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RE 1/- 3.52

Sector Allocation

Sector Holdings (%)
Financial Services 43.88
Information Technology 20.87
Consumer Services 10.25
Healthcare 5.51
Capital Goods 2.81
Metals & Mining 1.83
Telecommunication 1.17
Consumer Durables 1.01
Services 0.96

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Services Fund Reg Plan IDCW 0.0
Quant BFSI Fund Reg Gr 0.0
DSP Banking & Financial Services Reg Gr 0.0
SBI Banking and Fin Services Reg Gr 15.83
ITI Banking and Financial Services Fund Reg Gr 0.0
Mirae Asset Banking and Fin Services Reg Gr 15.39
Tata Banking And Fin Services Reg Gr 14.47
LIC MF Banking And Fin Services Reg Gr 11.5
ABSL Banking and Fin Services Reg Gr 14.36
Nippon India Banking and Financial Services Fund Gr Gr 19.12
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