Motilal Oswal Financial Services Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is STATE BANK OF INDIA with a portfolio weight of 8.02% .
The fund currently owns more than 30 stocks.
The top 10 holdings account for 53.56% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.78% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
8.02%
|
|
| 2 | Finance - Banks - Private Sector |
7.57%
|
|
| 3 | Non-Banking Financial Company (NBFC) |
7.45%
|
|
| 4 | Financials |
7.09%
|
|
| 5 | Non-Banking Financial Company (NBFC) |
4.51%
|
|
| 6 | Financials |
4.16%
|
|
| 7 | Non-Banking Financial Company (NBFC) |
3.95%
|
|
| 8 | Financials |
3.76%
|
|
| 9 | Financials |
3.66%
|
|
| 10 | IT Consulting & Software |
3.39%
|
|
| 11 | Finance & Investments |
3.38%
|
|
| 12 | Financial Technologies (Fintech) |
3.34%
|
AMC: MOTILALOSWAL
Category: Equity • Sectoral/Thematic
Launch Date: 27 Jan 2026
Fund Manager: Mr. Ajay Khandelwal
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Financial Services Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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