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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 · 2.47%Inception · 27-01-2026
NAV
₹10.69
+0.43% · as of 13-07-2026
Since inception
6.86%
CAGR
Benchmark (inception)
0.05%
CAGR
Fund size
₹191 Cr
AUM
Expense ratio
2.47%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +6.86% CAGR vs benchmark +0.05%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.67%
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.56%
AXIS BANK LIMITED EQ NE FV RS. 2/-7.32%
Bajaj Finance Limited6.82%
STATE BANK OF INDIA EQ NEW RE. 1/-6.71%
INDUSIND BANK LIMITED EQ4.32%
Shriram Finance Limited4.11%
PB FINTECH LIMITED EQ NEW FV RS. 2/-4.08%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-4.02%
PNB HOUSING FINANCE LTD EQ3.93%
Sector allocation
Financial Services97.30%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 6.9% p.a.₹10,000
10 years
Projected value
₹17,27,396
Invested: ₹12,00,000
Gained: ₹5,27,396
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. Ajay Khandelwal, Mr. Atul Mehra, Mr. Sandeep Jain, 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
Quant BFSI Fund Gr Reg Plan
₹20.99
1Y
+17.0%
3Y
+25.9%
5Y
+0.0%
Motilal Oswal Services Fund Reg Plan Gr
₹11.47
1Y
+13.2%
3Y
+0.0%
5Y
+0.0%
DSP BankIng & FInancial Services Reg Gr
₹14.92
1Y
+10.8%
3Y
+0.0%
5Y
+0.0%
Groww BankIng & FInancial Services Reg Gr
₹12.99
1Y
+8.4%
3Y
+0.0%
5Y
+0.0%
HSBC FIn Services Fund Reg Gr
₹12.71
1Y
+7.0%
3Y
+0.0%
5Y
+0.0%
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