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EquitySector - Financial Services

Motilal Oswal Financial Services Fund Regular Growth

3Y Annualised

N/A

0.35% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

5.26%

0.35% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

NA

NIFTY 50

7 years 6 months

FD

9 years 7 months

Fund info

Fund size

₹176.12 Cr

Min. SIP amount

₹1000

Min. Lumpsum amount

₹500

Exit load

0%

1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment.

Risk Profile

Very High Risk

Fund Managers

About Motilal Oswal Financial Services Fund Regular Growth

Motilal Oswal Financial Services Fund Regular Growth is a Equity mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 0 years, having been launched on 2026-02-16. Motilal Oswal Financial Services Fund Regular Growth has ₹176.12 Cr worth of assets under management (AUM) as of Wed Jun 24 2026. The latest Net Asset Value (NAV) of Motilal Oswal Financial Services Fund Regular Growth as of Mon Jun 22 2026 is ₹10.305. The fund has an expense ratio of 2.47%, which is medium comparable to most other Equity funds.

Motilal Oswal Financial Services Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered 3.05% average annual returns.

The Motilal Oswal Financial Services Fund Regular Growth has the majority of its money invested in Financial Services sectors.

Top 5 Holdings of Motilal Oswal Financial Services Fund Regular Growth.

  1. HDFC Bank Ltd: 8.67%
  2. ICICI Bank Ltd: 8.56%
  3. Axis Bank Ltd: 7.32%
  4. Bajaj Finance Ltd: 6.82%
  5. State Bank of India: 6.71%

AMC Information

NameMotilal Oswal Asset Management Company Limited - Portfolio Managers
Founding Date2026-02-16
Emailmfservice@motilaloswal.com
Phone+91 22 39804263
Websitewww.motilaloswalmf.com
AddressMotilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Tax Implications of Motilal Oswal Financial Services Fund Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Motilal Oswal Asset Management Company Limited - Portfolio Managers

Calculate Your Returns

Estimated Returns in 1 Years (Based on past 1Y returns)

₹0

Total Amount

₹0

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