Motilal Oswal Financial Services Fund - Regular Plan - Growth
Motilal Oswal Asset Management Company Limited - Portfolio Managers
₹10.46 (+1.64%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
0.00% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- —
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Sector - Financial Services
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,084
Invested ₹1,000
▲+8.42%1 year
₹1,000
Invested ₹1,000
▲+0.00%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Financial Services TR INR |
|---|---|
| Secondary Index Name | Nifty Financial Services TR INR |
| Index Name | Nifty Financial Services TRI |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +0.00% | — | — | — |
| Cumulative returns (%) | +0.00% | — | — | — |
Fund Manager
| Manager | Bhalchandra Shinde |
|---|---|
| Role | Manager |
| Manager Tenure | 0.62 yrs |
About Fund
| Date of Incorporation | 16 Feb 2026 |
|---|---|
| Fund House | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| State Bank of India | 7.00% |
| ICICI Bank Ltd | 6.71% |
| HDFC Bank Ltd | 6.38% |
| Multi Commodity Exchange of India Ltd | 5.73% |
| Bajaj Finance Ltd | 4.99% |
| Cholamandalam Investment and Finance Co Ltd | 4.24% |
| Shriram Finance Ltd | 3.91% |
| IndusInd Bank Ltd | 3.90% |
| One97 Communications Ltd | 3.84% |
| PNB Housing Finance Ltd | 3.83% |
| Axis Bank Ltd | 3.66% |
| Billionbrains Garage Ventures Ltd | 3.39% |
Investment Strategy
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.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.