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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
Benchmark · NIFTY Financial Services TRITER · 2.99%Inception · 27-01-2026
NAV
₹9.76
-1.58% · as of 29-05-2026
Since inception
-2.37%
CAGR
Benchmark (inception)
-0.13%
CAGR
Fund size
₹181 Cr
AUM
Expense ratio
2.99%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-2.37% CAGR vs benchmark +-0.13%.
Portfolio
Where the money is invested
Top holdings
Net Receivables / (Payables)9.60%
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.88%
HDFC BANK LIMITED EQ NEW FV RE. 1/-8.08%
Bajaj Finance Limited7.09%
STATE BANK OF INDIA EQ NEW RE. 1/-5.67%
AXIS BANK LIMITED EQ NE FV RS. 2/-5.05%
INDUSIND BANK LIMITED EQ4.19%
Collateralized Borrowing & Lending Obligation4.13%
Shriram Finance Limited3.87%
UJJIVAN SMALL FINANCE BANK LIMITED EQ3.72%
Sector allocation
Financial Services86.29%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -2.4% p.a.₹10,000
10 years
Projected value
₹10,67,223
Invested: ₹12,00,000
Gained: -₹1,32,777
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 Reg Gr
₹19.54
1Y
+19.0%
3Y
+0.0%
5Y
+0.0%
HSBC Fin Services Fund Reg Gr
₹12.00
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Banking & Financial Services Reg Gr
₹13.91
1Y
+5.8%
3Y
+0.0%
5Y
+0.0%
Invesco India Fin Services Fund Reg Plan Gr
₹141.51
1Y
+5.7%
3Y
+17.9%
5Y
+14.3%
Groww Banking & Financial Services Reg Gr
₹12.04
1Y
+5.0%
3Y
+0.0%
5Y
+0.0%
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