Sandbox
Motilal Oswal Services Fund - Regular Plan - Growth
Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 16-06-2025
AUM:
₹ 88.61 Cr
Expense Ratio
2.52%
Benchmark
NIFTY Service Sector TRI
ISIN
INF247L01FG1
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal,Mr. BhalchandraShinde,Mr. Atul Mehra,Mr. Rakesh Shetty,Mr. Sunil Sawant
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Services Fund - Regular Plan - Growth | - | - | - |
| Nifty Services Sector TRI | 3.87 | 11.54 | 13.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.8178
Last change
-0.01 (-0.0499%)
Fund Size (AUM)
₹ 88.61 Cr
Performance
7.98% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies derive the majority of their income from business in the Services sector of the economy.
Fund Manager
Mr. Ajay Khandelwal,Mr. BhalchandraShinde,Mr. Atul Mehra,Mr. Rakesh Shetty,Mr. Sunil Sawant
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 6.74 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 5.41 |
| IDFC FIRST BANK LIMITED EQ | 4.65 |
| ASTER DM HEALTHCARE LIMITED EQ | 4.51 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 4.44 |
| ZENSAR TECHNOLOGIES LIMITED EQ NEW FV RS. 2 | 3.85 |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RE 1/- | 3.82 |
| PHYSICSWALLAH PRIVATE LIMITED EQ | 3.71 |
| LG Electronics India Ltd. | 3.19 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.18 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.1 |
| Information Technology | 21.65 |
| Consumer Services | 16.27 |
| Healthcare | 8.91 |
| Consumer Durables | 3.19 |
| Services | 3.1 |
| Metals & Mining | 1.93 |
| Telecommunication | 1.24 |