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Motilal Oswal Financial Services Fund(G)-Direct Plan

Motilal Oswal Financial Services Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

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NAV : 28 Aug 2026

₹10.92

Min. SIP amount

₹500

Fund size (AUM)

202 Cr

Expense ratio

0.0%

Launched on

16 Feb 2026

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
Collateralized Borrowing & Lending ObligationCash & Cash Equivalents And Net Assets9.13%
Icici Bank LimitedBank7.65%
Hdfc Bank LimitedBank7.35%

Fund Composition

202 Cr

Large Cap

43.64%

Mid Cap

34.51%

Small Cap

17.74%

Others

4.11%

Sector Allocation

202 Cr

Bank

45.99%

Finance

28.61%

Cash & Cash Equivalents And Net Assets

13.43%

It

5.11%

Domestic Equities

4.45%

Insurance

2.18%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AK

Ajay Khandelwal

Present

AM

Atul Mehra

Present

SJ

Sandeep Jain

Present

BS

Bhalchandra Shinde

Present

Similar/Peer Fund Comparison

Fund name
C

Canara Rob Banking & Financial Services Fund(G)-Direct Plan

+0.00%
E

Edelweiss Financial Services Fund(G)-Direct Plan

+0.00%
B

Bank of India Banking & Financial Services Fund(G)-Direct Plan

+0.00%
B

Bajaj Finserv Banking and Financial Services Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Financial Services Fund(G)-Direct Plan

+0.00%

FAQs

Motilal Oswal Financial Services Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 16 Feb 2026. This fund is managed by Ajay Khandelwal, Atul Mehra, Sandeep Jain and Bhalchandra Shinde. It is a Equity type of fund.

The current NAV of Motilal Oswal Financial Services Fund(G)-Direct Plan is ₹10.92 (as of 28 Aug 2026).

Motilal Oswal Financial Services Fund(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Financial Services Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Financial Services Fund(G)-Direct Plan is 0.0%.

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