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Motilal Oswal Mutual Fund

Motilal Oswal Financial Services Fund Direct Growth

NAV on 12 Nov 2026

11.4402

Return calculator

Monthly Investment
Time Period
₹0.10 Lac
Bank Ac
₹0.10 Lac
Fixed Deposit
₹0.11 Lac
This Fund
Total Investment₹ 10,000.00
Total Gains₹ 623.50

Total Value₹ 10,623.50
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Sectoral Fund

1 M
6.24%
6.64%
3 M
2.82%
1.46%
6 M
13.00%
8.14%
This FundvsCategory Avg

Stock Holdings

NameWeightage
8.67%
8.56%
7.32%
6.82%
6.71%
4.32%
4.11%
4.08%
4.02%
3.93%

Asset Allocation

Equity
88.91%
Cash
11.09%

Sector Allocation

Financial Services
95.06%
Other
2.72%
Technology
2.22%

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 500

Min Lumpsum

₹ 500

AUM

₹ 213.60 Cr.

Lock in Period

0.0 Years

Expense Ratio

1.29%

Inception Date

16 Feb 2026

Exit Load

Exit load of 1%, if redeemed within 90 days.

Fund Manager

Name

Swapnil Mayekar

Qualification

M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai

Name

Ajay Khandelwal

Qualification

MBA, Bachelor of Engineering

Name

Sandeep Jain

Qualification

Chartered Accountant ICAI, B.Com (Hons) Kolkata University

Name

Rakesh Shetty

Qualification

Bachelors of Commerce

Name

Atul Mehra

Qualification

CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor's in commerce, Mumbai University, HR College of Commerce and Economics

Name

Bhalchandra Shinde

Qualification

M.M.S Finance & B.E. Mech

AMC Information

Motilal Oswal Mutual Fund

AUM (cr).

₹1,29,174.41

Funds Managed

53

AMC Age

17 Yrs

Date of Incorporation

14 Nov 2008

Phone

022-40548002 / 8108622222

Address

Motilal Oswal Tower,10th flr Rahimtu-, llah sayani road opp parel st, depot prabhadevi Mumbai 400025