| Launch date | 27 Jan 2026 |
| Allotment date | 16 Feb 2026 |
| End date | 10 Feb 2026 |
| NAV | ₹10.00 |
Inclusive of GST
Exit load of 1%, if redeemed within 90 days.
0.005% (from July 1st, 2020)
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%.
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,36,181.42Cr |
| Date of Incorporation | 29 Dec 2009 |
|---|
Motilal Oswal Financial Services Fund Direct Growth is a NA 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 ₹1,36,181 Cr and the Latest NAV as of 27 Jan 2026 is ₹10.00. The Motilal Oswal Financial Services Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1%, if redeemed within 90 days. ;
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 |
|---|
| Fund name | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Franklin India Mid Cap Fund Direct Growth | 3 | 12.5% | 23.2% | 12,223.43 |
Nippon India Small Cap Fund Direct Growth | 4 | 9.6% | 22.0% | 65,812.16 |
Franklin India Small Cap Fund Direct Growth | 3 | 6.5% | 20.4% | 12,763.51 |
HDFC Small Cap Fund Direct Growth | 4 | 11.5% | 20.1% | 36,940.54 |
Franklin India Technology Fund Direct Growth | NA | -7.8% | 17.8% | 1,937.75 |