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Motilal Oswal Financial Services Fund

An open-ended equity scheme investing in Financial Services Secto

Regular | Growth

Return

3 years

6.08%

Nav

12.59

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO-financial-services-fund.svg

  • nfoReopenDate:04-Feb-2026

  • dateAsOn:31 Mar 2026

  • schDetail:

    • nfoStartDate: 23-Jan-2026

    • sebiCategory: Equity Fund

    • nfoEndDate: 03-Feb-2026

    • schemeName: Motilal Oswal Financial Services Fund

    • cmotsGroupCode: MO46276

    • exitLoad:

      1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme

    • dateOfAllotment: 2026-02-24

    • fundCategoryCode: MF

    • schcode: FI

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:sector
    • 2: motilal-oswal-amc:active
    • 3: motilal-oswal-amc:nfo

  • planList:

    • 0:

      • planName: Direct
      • groupedName: Direct Growth
      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01GN5
      • amfi_schcode: 154142
      • cmt_schcode: 46278

  • nav:

    • 0:

      • latnav: 8.8472
      • optioncode: D
      • plancode: DP
      • prodcode: FIDP
      • recdt: 24-Apr-2026
      • navchng: -0.03
      • navchngper: -0.27

    • 1:

      • latnav: 8.8472
      • optioncode: R
      • plancode: DP
      • prodcode: FIDP
      • nav_date: 24-Apr-2026
      • nav_amount: 9.9964
      • recdt: 24-Apr-2026
      • navchng: -0.03
      • navchngper: -0.27

    • 2:

      • latnav: 8.8624
      • optioncode: G
      • plancode: GD
      • prodcode: FIGD
      • nav_date: 24-Apr-2026
      • nav_amount: 10.0238
      • recdt: 24-Apr-2026
      • navchng: -0.03
      • navchngper: -0.27

    • 3:

      • latnav: 8.8472
      • optioncode: G
      • plancode: GP
      • prodcode: FIGP
      • nav_date: 24-Apr-2026
      • nav_amount: 9.9964
      • recdt: 24-Apr-2026
      • navchng: -0.03
      • navchngper: -0.27

    • 4:

      • latnav: 8.8624
      • optioncode: D
      • plancode: PD
      • prodcode: FIPD
      • recdt: 24-Apr-2026
      • navchng: -0.03
      • navchngper: -0.27

    • 5:

      • latnav: 8.8624
      • optioncode: R
      • plancode: PD
      • prodcode: FIPD
      • nav_date: 24-Apr-2026
      • nav_amount: 10.0238
      • recdt: 24-Apr-2026
      • navchng: -0.03
      • navchngper: -0.27

  • returns:

    • 0:

      • inception_Ret: 0.0
      • inception_marketValue: 8847.2
      • latNavDate: 2026-03-31
      • prodcode: FIDP
      • plancode: DP
      • optioncode: D

    • 1:

      • inception_Ret: 0.0
      • inception_marketValue: 8862.4
      • latNavDate: 2026-03-31
      • prodcode: FIGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 154142
      • cmt_schcode: 46278
      • isin: INF247L01GN5

    • 2:

      • inception_Ret: 0.0
      • inception_marketValue: 8847.2
      • latNavDate: 2026-03-31
      • prodcode: FIGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 154137
      • cmt_schcode: 46276
      • isin: INF247L01GQ8

    • 3:

      • inception_Ret: 0.0
      • inception_marketValue: 8862.4
      • latNavDate: 2026-03-31
      • prodcode: FIPD
      • plancode: PD
      • optioncode: D

Historical Performance

CAGR

planList:

  • 0:

    • planName: Direct
    • groupedName: Direct Growth
    • optionName: Growth
    • sixth_char_name: D
    • planCode: GD
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • optionCode: G
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01GN5
    • amfi_schcode: 154142
    • cmt_schcode: 46278

  • returns:

    • 0:

      • inception_Ret: 0.0
      • inception_marketValue: 8847.2
      • latNavDate: 2026-03-31
      • prodcode: FIDP
      • plancode: DP
      • optioncode: D

    • 1:

      • inception_Ret: 0.0
      • inception_marketValue: 8862.4
      • latNavDate: 2026-03-31
      • prodcode: FIGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 154142
      • cmt_schcode: 46278
      • isin: INF247L01GN5

    • 2:

      • inception_Ret: 0.0
      • inception_marketValue: 8847.2
      • latNavDate: 2026-03-31
      • prodcode: FIGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 154137
      • cmt_schcode: 46276
      • isin: INF247L01GQ8

    • 3:

      • inception_Ret: 0.0
      • inception_marketValue: 8862.4
      • latNavDate: 2026-03-31
      • prodcode: FIPD
      • plancode: PD
      • optioncode: D
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Periodic Returns

Data as on 31 Mar 2026

CAGR
Current value of Investment of ₹10,000
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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

Search a fund

Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

View other calculators

#

Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Unpacking the Motilal Oswal Financial Services Fund

https://www.youtube.com/embed/71KYd1jgkOI?ref=0

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • investmentObjective:

    The primary objective of the Scheme is 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. However, there is no assurance that the investment objective of the scheme will be realized.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme

  • aum:

    • 0:

      • latestAum: 149.4446
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: FIDP

    • 1:

      • latestAum: 149.4446
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: FIDP

    • 2:

      • latestAum: 149.4446
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: FIGD

    • 3:

      • latestAum: 149.4446
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: FIGP

    • 4:

      • latestAum: 149.4446
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: FIPD

    • 5:

      • latestAum: 149.4446
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: FIPD

  • portfolioTurnoverRatio: NIL

  • planList:

    • 0:

      • planName: Direct
      • groupedName: Direct Growth
      • optionName: Growth
      • sixth_char_name: D
      • planCode: GD
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • optionCode: G
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01GN5
      • amfi_schcode: 154142
      • cmt_schcode: 46278

  • benchmark: Nifty Financial Services TRI

  • expenseRatioDirect: 1.00%

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty Financial Services TRI (PRIMARY)
      • latNavDate: 2026-03-31
      • latnav: 29861.67
      • inception_Ret: 0.0
      • bmcode: 2016.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

149.4446

2026-03-31T00:00:00

Portfolio Turnover Ratio

NIL

Plans

Direct

Options (Under each plan)

Growth

Benchmark

Nifty Financial Services TRI

Total Expense Ratio

1.00%

Inception date

2026-03-31

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • nfoStartDate: 23-Jan-2026

    • sebiCategory: Equity Fund

    • nfoEndDate: 03-Feb-2026

    • schemeName: Motilal Oswal Financial Services Fund

    • cmotsGroupCode: MO46276

    • exitLoad:

      1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme

    • dateOfAllotment: 2026-02-24

    • fundCategoryCode: MF

    • schcode: FI

  • fundManager:

    • 0:

      • description:

        Mr. Sandeep Jain is currently employed with MOAMC and has an overall experience of 18 years in research and fund management. His last stint was with Baroda BNP Paribas Mutual Fund as Fund Manager and Senior Research Analyst (BFSI Sector). Prior to that, he has worked with various companies viz., Aditya Birla Sun life Insurance, Sundaram Asset Management Company Limited, TATA Securities., IDBI Capital Markets & Securities Limited. Mr. Jain is a Chartered Accountant by qualification

      • designation: Fund Manager

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-sandeep-jain.png

      • fundManagerName: Sandeep Jain

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/sandeep-jain

    • 1:

      • designation: Executive Group Vice President

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png

      • dropdownField: MF

      • fundManagerName: Ajay Khandelwal

      • description:

        Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal

    • 2:

      • designation: Vice President

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-atul-mehra.png

      • dropdownField: MF

      • fundManagerName: Atul Mehra

      • description:

        Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra

    • 3:

      • designation: Associate Fund Manager

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-bhalchandra-shinde.png

      • dropdownField: MF

      • fundManagerName: Bhalchandra Shinde

      • description:

        Mr. Bhalchandra Shinde has over 13 years of extensive experience in equity research, a testament to his professional journey marked by significant expertise and contributions to the field. Before assuming his current role at MOAMC, Mr. Shinde dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, where he oversaw research across various sectors, including Auto, Oil and Gas, and Real Estate. His career also includes notable associations with Max Life Insurance and Centrum Broking, further underscoring his commitment and impact on the field of equity research.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/bhalchandra-shinde

    • 4:

      • designation: Fund Manager/Dealer

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • dropdownField: MF

      • fundManagerName: Rakesh Shetty

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 5:

      • designation: Fund Manager

      • type: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • dropdownField: MF

      • fundManagerName: Swapnil Mayekar

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

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Downloads

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Frequently Asked Questions

What is the investment objective of Motilal Oswal Financial Services Fund?

The primary objective of the Scheme is 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.

However, there is no assurance that the investment objective of the scheme will be realized.

What is the strategy behind Motilal Oswal Financial Services Fund (NFO)?

The scheme aims to generate long-term capital appreciation by investing in companies across the financial services spectrum, including in Financial Services business comprising of banks, insurance providers, asset management firms, Credit Rating Agencies, Clearing Houses and Other Intermediaries, Financial Technology (Fintech), Exchanges and Data Platforms, Investment Banking Companies, Wealth Management Entities and Distributors of Financial Products.

The scheme may invest upto 20% of its total assets in equities and equity related securities of other than financial NFO SID of Motilal Oswal Financial Services Fund services. Through an actively managed, high-conviction approach combining top-down sector analysis with bottom-up stock selection and top-down approach.

Who is the Fund Manager of Motilal Oswal Financial Services Fund?

Mr. Ajay Khandelwal (Fund Manager –Equity Component), Mr. Atul Mehra (Fund Manager –Equity Component), Mr. Sandeep Jain (Fund Manager –Equity Component), Mr. Bhalchandra Shinde (Associate Fund Manager - Equity Component), Mr. Rakesh Shetty (Fund Manager –Debt Component) & Mr. Swapnil Mayekar (Fund Manager- Foreign Securities).

What is the benchmark of Motilal Oswal Financial Services Fund?

Nifty Financial Services Total Return Index

Can I invest in this NFO through SIP (Systematic Investment Plan)?

Yes

Can I invest after the NFO period of Motilal Oswal Financial Services Fund (NFO)?

Yes

What is the lock-in period, if any?

This is an open-ended scheme. Hence, the same is not applicable.

How do I invest in Motilal Oswal Financial Services Fund (NFO)?

Through our website/app/distributor

What is the minimum investment amount for Motilal Oswal Financial Services Fund (NFO)?

For Lumpsum: Rs.500/- and in multiples of Re. 1/- thereafter.

For details pertaining to minimum application amount pertaining to Systematic Investment Plan (SIP) refer scheme information document of the scheme.

Link: https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/22ee6-1.nfo-sid-motilal-oswal-financial-services-fund.pdf

Can I invest online in Motilal Oswal Financial Services Fund (NFO)?

Yes

What NAV will I get, if I invest in NFO period of Motilal Oswal Financial Services Fund?

₹ 10 per unit

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This product is suitable for investors who are seeking*

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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