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Why Motilal Oswal Services Fund?

About Fund

The above table is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. The usage of the terms Hi-Quality a... Read more

Major Service Initiatives
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UPI - India’s Digital Payment Backbone
  • Overall ₹18.4 Lakhs Cr. in monthly transactions
  • More than 2000 Cr transactions per month
  • Used by 300M+ users and accepted by 50M+ merchants
Source: The Financial Express, ETBFSI.com, NDTV Profit
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Telecom & Digital Infrastructure (BharatNet + 5G Rollout)
  • 5G now live in 700+ districts with over 200 million users.
  • BharatNet- bringing high-speed broadband to 6.4 lakh villages.
  • Telecom Services market projected to cross ₹3.2 Lakh Cr by 2026.
Source: Telecom Talk, ETTelecom.com, NDTV Profit
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Tourism & Hospitality and Healthcare
  • Domestic tourist visits crossed 2.5 Billion in 2023.
  • Hotel and travel tech industry recovering strongly post-COVID.
  • Tourism contributed ~9% to GDP and supported 75 million jobs.
Source: PIB
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Consumer & Retail – The Engine of Everyday Spending
  • India’s retail market size crossed $1 Trillion in 2024.
  • It is expected to reach $1.5 Trillion+ by 2027.
  • Rising incomes, urban lifestyles & digital adoption are fueling a retail boom.
Source: India Retailing, Indian retailer
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Media & Entertainment – India’s Creative Growth Engine
  • Valued at ₹2.5 Trillion in 2024.
  • Projected to reach ₹3.1 Trillion by 2027.
  • Waves Summit 2025 aims to position India as a global hub for media & entertainment.
Source: Source: Made in Media, NDTV Profit. The data presented above is based on publicly available information as of May 2025 and sourced from multiple public platforms. It is for informational purposes only and does not constitute an assurance or guarantee of future performance or transaction volumes. Actual figures may vary over time
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Fund Name

Motilal Oswal Services Fund

Plans

Regular Plan and Direct Plan

Benchmark

Nifty Services Sector TRI

Minimum Application Amount

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

Minimum Redemption Amount

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

Investment Objective

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 derive the majority of their income from business in the Services sector of the economy.

 

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

Type

An open-ended equity scheme investing in Services Sector

Entry load

Nil

Exit load

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.

Fund Managers

Ajay Khandelwal

Ajay Khandelwal

Executive Group Vice President

See other funds managed by him
Atul Mehra

Atul Mehra

Vice President

See other funds managed by him
Bhalchandra Shinde

Bhalchandra Shinde

Associate Fund Manager

See other funds managed by him
Rakesh Shetty

Rakesh Shetty

Fund Manager/Dealer

See other funds managed by him
Sunil Sawant

Sunil Sawant

Dealer and Fund Manager of Foreign Securities

See other funds managed by him

FAQs

What is the investment objective of Motilal Oswal Services Fund (NFO)?

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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.

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

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

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The scheme seeks to deliver long-term capital appreciation by investing predominantly in India’s diverse services economy—spanning IT & software, BPO, financial services, healthcare, education, telecom, hospitality, media, utilities, logistics and related industries as defined by the Nifty Services Sector Index and AMFI.

It may allocate up to 20% to non-services sectors for added flexibility, and follows MOAMC’s QGLP philosophy—focusing on Quality businesses with durable Growth potential, Longevity of earnings and fair Prices.

Through an actively managed, high-conviction approach combining top-down sector analysis with bottom-up stock selection, the fund targets companies with strong competitive moats, capable management and attractive medium- to long-term growth potential, while balancing safety, liquidity and returns

Who is the Fund Manager of Motilal Oswal Services Fund (NFO)?

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Mr. Ajay Khandelwal (Fund Manager –Equity Component), Mr. Atul Mehra (Fund Manager –Equity Component), Mr. Bhalchandra Shinde (Associate Fund Manager - Equity Component), Mr. Rakesh Shetty (Fund Manager –Debt Component) & Mr. Sunil Sawant (Fund Manager- Overseas Securities

What is the track record of the fund manager of Motilal Oswal Services Fund (NFO)?

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Mr. Ajay Khandelwal has 13 years of experience in fund management and research related activity. Mr. Atul Mehra has over 15 years’ experience. Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research. Mr. Rakesh Shetty has more than 15 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Mr. Sunil has been associated with the Company since 2018 for Alternates and AMC Business as Dealer and Fund Manager.

What is the benchmark of Motilal Oswal Services Fund?

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Nifty Services Sector Total Return Index