| Launch date | 27 Jan 2026 |
| Allotment date | 16 Feb 2026 |
| End date | 10 Feb 2026 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 1.00%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 90 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Swapnil P MayekarJan 2026 - PresentView details
Ajay KhandelwalJan 2026 - PresentView details
Sandeep JainJan 2026 - PresentView details
Rakesh ShettyJan 2026 - PresentView details
Atul MehraJan 2026 - PresentView details
Bhalchandra ShindeJan 2026 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,35,166.52Cr |
| Date of Incorporation | 29 Dec 2009 |
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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 ₹1,35,167 Cr and the Latest NAV as of 02 Apr 2026 is ₹9.06. 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. ;
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 benchmark | NIFTY Financial Services Total Return Index |
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