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Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Motilal Oswal Financial Services Fund Growth
NAV: 01 Sep '26
₹10.71
Min. for SIP
₹500
Fund size (AUM)
₹202.54 Cr
Expense ratio
2.77%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,066 | +0.44% | |
| 6 months | ₹30,000 | ₹31,936 | +6.45% |
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 8.02% |
| HDFC Bank Ltd | Financial | Equity | 7.57% |
| Bajaj Finance Ltd | Financial | Equity | 7.45% |
| ICICI Bank Ltd | Financial | Equity | 7.09% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 4.51% |
| Indusind Bank Ltd | Financial | Equity | 4.16% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.95% |
| PNB Housing Finance Ltd | Financial | Equity | 3.76% |
| Axis Bank Ltd | Financial | Equity | 3.66% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 3.39% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 3.38% |
| PB Fintech Ltd | Financial | Equity | 3.34% |
| One 97 Communications Ltd | Industrials | Equity | 3.22% |
| AU Small Finance Bank Ltd | Financial | Equity | 3.15% |
| The Federal Bank Ltd | Financial | Equity | 3.06% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.99% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.83% |
| RBL Bank Ltd | Financial | Equity | 2.78% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.69% |
| Indian Bank | Financial | Equity | 2.62% |
| BSE Ltd | Financial | Equity | 2.61% |
| Pine Labs Ltd. | Technology | Equity | 2.06% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 2.03% |
| SBI Funds Management Ltd | Financial | Equity | 2.03% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.61% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.39% |
| Central Depository Services (India) Ltd | Financial | Equity | 1.32% |
| IDFC First Bank Ltd | Financial | Equity | 1.25% |
| Repo | Unspecified | Repo | 1.12% |
| Net Receivables | Unspecified | Net Receivables | 0.96% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +3.9% | +9.3% | +9.3% | +8.4% |
| Category average (Equity Sectoral) | -- | -- | -- | -- |
| Rank (Equity Sectoral) | -- | 1 | 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%.
Check past data
Fund management
SPMSwapnil P MayekarJan 2026 - PresentView details
SPM
Swapnil P Mayekar
Jan 2026 - Present
View details
AKAjay KhandelwalJan 2026 - PresentView details
AK
Ajay Khandelwal
Jan 2026 - Present
View details
RSRakesh ShettyJan 2026 - PresentView details
RS
Rakesh Shetty
Jan 2026 - Present
View details
SJSandeep JainJan 2026 - PresentView details
SJ
Sandeep Jain
Jan 2026 - Present
View details
AMAtul MehraJan 2026 - PresentView details
AM
Atul Mehra
Jan 2026 - Present
View details
BSBhalchandra ShindeJan 2026 - PresentView details
BS
Bhalchandra Shinde
Jan 2026 - Present
View details
About Motilal Oswal Financial Services Fund Growth
Motilal Oswal Financial Services Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,55,306 Cr and the Latest NAV as of 01 Sep 2026 is ₹10.71.
The Motilal Oswal Financial Services Fund 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₹1,55,305.63 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,