| Launch date | 20 May 2025 |
| Allotment date | 09 Jun 2025 |
| End date | 03 Jun 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.81%
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 MayekarNov 2025 - PresentView details
Ajay KhandelwalMay 2025 - PresentView details
Rakesh ShettyMay 2025 - PresentView details
Atul MehraMay 2025 - PresentView details
Bhalchandra ShindeMay 2025 - 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 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. Ajay Khandelwal is the Current Fund Manager of Motilal Oswal 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 08 Apr 2026 is ₹9.96. The Motilal Oswal 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 derive the majority of their income from business in the Services sector of the economy. ;
| Fund benchmark | NIFTY Services Sector Total Return Index |
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