Motilal Oswal Services Fund - Regular Plan - IDCW
Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 16-06-2025
AUM:
₹ 58.02 Cr
Expense Ratio
2.64%
Benchmark
NIFTY Service Sector TRI
ISIN
INF247L01FJ5
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 - IDCW | - | - | - |
| Nifty Services Sector TRI | 6.71 | 13.02 | 17.22 |
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
10.9461
Last change
0 (9.0E-4%)
Fund Size (AUM)
₹ 58.02 Cr
Performance
9.26% (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 (%) |
|---|---|
| Net Receivables / (Payables) | 5.18 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 4.61 |
| ASTER DM HEALTHCARE LIMITED EQ | 4.11 |
| ZOMATO LIMITED EQ | 3.93 |
| RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/- | 3.78 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.77 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 3.68 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.46 |
| C.E. INFO SYSTEMS LIMITED EQ NEW FV RS.2/- | 3.45 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 3.38 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.67 |
| Information Technology | 18.01 |
| Consumer Services | 10.99 |
| Healthcare | 10.34 |
| Capital Goods | 5.51 |
| Services | 4.62 |
| Automobile and Auto Components | 3.38 |
| Telecommunication | 2.86 |
| Utilities | 1.73 |
| Metals & Mining | 1.72 |