Motilal Oswal Nifty MidSmall Financial Services Index Fund Growth

Equity
Sectoral
Very High Risk
1M
6M
1Y
All
NAV: 29 Dec 2025
₹13.37
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹70.72Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (30)

NameSectorInstrumentAssets
ServicesEquity11.03%
FinancialEquity5.90%
ServicesEquity5.71%
FinancialEquity5.26%
FinancialEquity5.06%
FinancialEquity5.00%
ServicesEquity4.78%
FinancialEquity4.68%
ServicesEquity4.52%
FinancialEquity4.20%
FinancialEquity4.17%
FinancialEquity3.74%
FinancialEquity2.86%
FinancialEquity2.76%
FinancialEquity2.68%
FinancialEquity2.55%
FinancialEquity2.54%
FinancialEquity2.46%
FinancialEquity2.37%
InsuranceEquity2.26%
FinancialEquity1.74%
ServicesEquity1.73%
FinancialEquity1.66%
FinancialEquity1.62%
FinancialEquity1.58%
FinancialEquity1.54%
FinancialEquity1.46%
FinancialEquity1.22%
FinancialEquity1.12%
ServicesEquity1.03%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Sectoral
Absolute returns
3M6M1YAll
Fund returns15.2%8.3%29.1%34.4%
Category averageNANA16.5%NA
Rank with in category1101NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.13%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Dishant Mehta
Dec 2024 - Present
View details

Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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