| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 16-06-2025 |
| Asset Class: Equity |
| Benchmark: Nifty Service Sector TRI |
| Expense Ratio: 2.83% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 123.93 Cr As on (31-07-2026) |
| Turn over: 0.88 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Motilal Oswal Services Fund - Regular Plan - Growth | 14.53 | - | - | - | 14.35 |
| Nifty Services Sector TRI | -2.61 | 9.3 | 7.3 | 12.17 | 15.09 |
| Equity: Sectoral-Banking and Financial Services | 7.08 | 13.23 | 11.56 | 12.08 | 11.17 |
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Services Fund - Regular Plan - Growth | - | - | - | - | - | - |
| Equity: Sectoral-Banking and Financial Services | - | - | - | - | - | - |