Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

Motilal Oswal Services Fund Direct Growth

Growth
10.920.10% (-0.01)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

Small-size Fund

Assets Under Mgmt: ₹ 72 Cr

Very High Risk

Principle investment will be at very high risk

Scorecard

Performance

Avg

Return has been average, nothing exciting vs others

Risk

Low

Stay at ease, amongst the lower risk funds

Cost

High

Higher costs on pocket vs others

Composition

Avg

Average allocation strategy, nothing exciting

Red flags

Low

We got you covered, no major red flags identified

How to use scorecard? Learn more

Small-size Fund

Assets Under Mgmt: ₹ 72 Cr

Very High Risk

Principle investment will be at very high risk

Motilal Oswal Services Fund Performance & Key Metrics

Motilal Oswal Services Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.8247.061.24
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.7034.690.50

Motilal Oswal Services Fund Scheme InfoMotilal Oswal Services Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Nifty Services Sector - TRI

About Sectoral Fund - Service Industry

About Sectoral Fund - Service Industry

Sectoral Funds - Service Industry are equity schemes that majorly invest in companies that provide intangible products and services. It will give exposure to entire service sector which comprised a wide range of companies invovled in retail, transport, food services and other service-dominated businesses.

Motilal Oswal Services Fund Peers

Motilal Oswal Services Fund Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Service Industry
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Services Fund
Sundaram Services Fund9.21%18.39%20.87%
Axis Services Opportunities Fund
ICICI Pru Exports & Services Fund7.74%19.51%19.13%

Motilal Oswal Services Fund Returns Comparison

Compare Motilal Oswal Services Fund with any MF, ETF, stock or index
Compare Motilal Oswal Services Fund with any MF, ETF, stock or index
Motilal Oswal Services Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Motilal Oswal Services Fund Portfolio

Motilal Oswal Services Fund Asset Allocation

Motilal Oswal Services Fund Asset Allocation

Actual

Target

Jun 2025

Sep 2025

Oct 2025

ACTUAL
Cash & EquivalentsEquity9.92%90.08%

Jun 2025

Sep 2025

Oct 2025

Tickertape Separator

Motilal Oswal Services Fund Sector Distribution

Motilal Oswal Services Fund Sector Distribution

+13 moreLabs & Life Sciences ServicesSpecialized FinanceInvestment Banking & BrokerageIT Services & ConsultingOthers33.17 %8.95 %10.12 %12.30 %17.65 %17.81 %

Jun 2025

Sep 2025

Oct 2025

Tickertape Separator

Motilal Oswal Services Fund Sector Weightage

Motilal Oswal Services Fund Sector Weightage

Sep 24Dec 24Mar 25Jun 25Sep 25Oct 25N/AN/AN/A23.16%18.14%17.81%
Others as a % of total holdings for last six quarters
Tickertape Separator

Motilal Oswal Services Fund Current Holdings

Motilal Oswal Services Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Motilal Oswal Services Fund

AMC Profile of Motilal Oswal Services Fund

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    49

  • Total AUM

    ₹ 1,26,985.47 Cr.

Motilal Oswal Services Fund Manager Details

Motilal Oswal Services Fund Manager Details

Motilal Oswal Services Fund Manager Profile

Motilal Oswal Services Fund Manager Profile

Ajay Khandelwal

AUM:  ₹89,081.84 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Bhalchandra Shinde

AUM:  ₹1,186.57 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Atul Mehra

AUM:  ₹49,935.64 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹1,24,551.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Motilal Oswal Services Fund Manager Performance (0)

Motilal Oswal Services Fund Manager Performance (0)

Loading...

Motilal Oswal Services Fund Tax Implications

Motilal Oswal Services Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

+

-

You make

Motilal Oswal Services Fund Review & Opinions

Motilal Oswal Services Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Motilal Oswal Services Fund?

    The current NAV of Motilal Oswal Services Fund is ₹10.92, as of 4th December 2025.

  2. What are the top 5 sectoral holdings of Motilal Oswal Services Fund?

    The top sectors Motilal Oswal Services Fund has invested in are as follows:
    • Others | 17.81%
    • IT Services & Consulting | 17.65%
    • Investment Banking & Brokerage | 12.30%
    • Specialized Finance | 10.12%
    • Labs & Life Sciences Services | 8.95%
    This data is as on 4th December 2025.

  3. What are the top 5 holdings of Motilal Oswal Services Fund?

    The top 5 holdings for Motilal Oswal Services Fund are as follows:
    • Collateralized Borrowing & Lending Obligation | 7.94%
    • One 97 Communications Ltd | 4.26%
    • Aditya Birla Capital Ltd | 3.94%
    • LG Electronics India Ltd | 3.91%
    • CE Info Systems Ltd | 3.79%
    This data is as on 4th December 2025.

  4. What is the asset allocation of Motilal Oswal Services Fund?

    The asset allocation for Motilal Oswal Services Fund is as follows:
    • Equity | 90.08%
    • Cash & Equivalents | 9.92%
    This data is as on 4th December 2025.

  5. What is the AUM of Motilal Oswal Services Fund?

    The AUM (i.e. assets under management) of Motilal Oswal Services Fund is ₹72.74 Cr as of 4th December 2025.

  6. What is the expense ratio of Motilal Oswal Services Fund?

    The expense ratio of Motilal Oswal Services Fund Plan is 1.82 as of 4th December 2025.

  7. What is the volatility or standard deviation of Motilal Oswal Services Fund?

    The volatility or standard deviation for the Motilal Oswal Services Fund is 12.48

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  8. What is the sharpe ratio of Motilal Oswal Services Fund?

    The Sharpe ratio for the Motilal Oswal Services Fund is 1.24

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  9. What is the Sortino ratio of Motilal Oswal Services Fund?

    The Sortino Ratio for the Motilal Oswal Services Fund is 0.13

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  10. What is the Price to Earnings (PE) ratio of Motilal Oswal Services Fund?

    The PE ratio of Motilal Oswal Services Fund is 47.06, while category PE ratio is 34.69.