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Motilal Oswal Financial Services Fund Direct Growth
NAV: 06 Nov '26
₹11.06
Min. for SIP
₹500
Fund size (AUM)
₹209.36 Cr
Expense ratio
1.36%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,732 | +4.88% | |
| 6 months | ₹30,000 | ₹31,775 | +5.92% |
Holdings (31)
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +6.0% | +1.2% | +8.3% | +10.6% |
| Category average (Equity Sectoral) | -- | +0.1% | +3.4% | +111.7% |
| Rank (Equity Sectoral) | -- | 18 | 4 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 90 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
About Motilal Oswal Financial Services Fund Direct Growth
Motilal Oswal Financial Services Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Financial Services Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,59,647 Cr and the Latest NAV as of 06 Nov 2026 is ₹11.06.
The Motilal Oswal Financial Services Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 90 days.
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Investment Objective
The Scheme seeks to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies deriving majority of their income from financial Services businesses.
Fund benchmarkNIFTY Financial Services Total Return Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,59,646.77 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,