← Equity: Sectoral-Banking and Financial Services
Start this SIP →
Motilal Oswal Mutual Fund · Equity: Sectoral-Banking and Financial Services
Motilal Oswal FInancial Services Fund- Regular-Growth
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
EquityBenchmark · Nifty Financial Services TRITER · 2.66%Inception · 27-01-2026
NAV
₹10.45
-0.88% · as of 14-10-2026
Since inception
4.52%
CAGR
Benchmark (inception)
16.40%
CAGR
Fund size
₹209 Cr
AUM
Expense ratio
2.66%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +4.52% CAGR vs benchmark +16.40%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.62%
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.55%
AXIS BANK LIMITED EQ NE FV RS. 2/-7.05%
Bajaj Finance Limited6.95%
STATE BANK OF INDIA EQ NEW RE. 1/-6.88%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-4.30%
Shriram Finance Limited4.16%
INDUSIND BANK LIMITED EQ4.02%
PNB HOUSING FINANCE LTD EQ3.92%
Billionbrains Garage Ventures Ltd.3.73%
Sector allocation
Financial Services96.47%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 4.5% p.a.₹10,000
10 years
Projected value
₹15,19,289
Invested: ₹12,00,000
Gained: ₹3,19,289
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sandeep Jain, Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154137
ISIN (Growth)
INF247L01GQ8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Banking and Financial Services funds
Motilal Oswal Services Fund Reg Plan Gr
₹11.76
1Y
+8.7%
3Y
+0.0%
5Y
+0.0%
Quant BFSI Fund Gr Reg Plan
₹19.65
1Y
+8.6%
3Y
+18.0%
5Y
+0.0%
Groww BankIng & FInancial Services Reg Gr
₹12.42
1Y
+6.5%
3Y
+0.0%
5Y
+0.0%
DSP BankIng & FInancial Services Reg Gr
₹14.00
1Y
+3.7%
3Y
+0.0%
5Y
+0.0%
Sundaram FIn Services Opp Reg Gr
₹104.70
1Y
+2.3%
3Y
+10.1%
5Y
+10.7%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.