Motilal Oswal Nifty MidSmall Financial Services Index Fund Growth

Equity
Sectoral
Very High Risk
1M
6M
All
NAV: 17 Nov 2025
₹13.46
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹54.76Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
ServicesEquity10.02%
ServicesEquity5.96%
FinancialEquity5.75%
FinancialEquity5.41%
FinancialEquity5.35%
FinancialEquity5.18%
FinancialEquity4.89%
ServicesEquity4.74%
ServicesEquity4.66%
FinancialEquity4.43%
FinancialEquity4.03%
FinancialEquity3.37%
FinancialEquity3.00%
FinancialEquity2.84%
FinancialEquity2.80%
FinancialEquity2.61%
FinancialEquity2.47%
FinancialEquity2.45%
InsuranceEquity2.29%
FinancialEquity2.18%
FinancialEquity1.93%
ServicesEquity1.87%
FinancialEquity1.73%
FinancialEquity1.70%
FinancialEquity1.68%
FinancialEquity1.58%
FinancialEquity1.46%
FinancialEquity1.35%
FinancialEquity1.18%
ServicesEquity1.09%
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
1M3M6MAll
Fund returns6.6%12.1%19.3%33.0%
Category averageNANANANA
Rank with in categoryNA99NA
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

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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