Motilal Oswal Financial Services Fund – Regular Plan – Growth – Demat/Physical
Motilal Oswal Financial Services Fund – Regular Plan – Growth – Demat/Physical
High Risk | Equity
Fund Overview
Launch Date
27 Jan 2026
End Date
10 Feb 2026
Allotment Date
16 Feb 2026
NAV
₹10
Expense Ratio, Exit Load & Tax
Expense ratio
The expense ratio of the fund is 2.46% for Regular plan as on Jan 09, 2026.
Exit load
1% if redeemed within 90 days; Nil after 90 days.
Minimum Investment Amounts
Minimum Investment (Rs.)
₹500.00
Minimum Additional Investment (Rs.)
₹500.00
Minimum SIP Investment (Rs.)
₹500.00
Minimum Withdrawal (Rs.)
₹500.00
Fund Managment
Ajay Khandelwal
Education
Experience
Fund House & Investment Objective
Motilal Oswal Financial Services Fund - Regular Plan - Growth - Demat/Physical
Total AUM
₹97.55 Crore (as of Dec 31, 2025).
The Motilal Oswal Services Fund - Regular Plan - Growth is an open-ended thematic equity scheme (launched June 2025) managed by Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde (Equities), Rakesh Shetty (Debt), and Sunil Sawant (Overseas). It invests in service-sector companies, with a ~₹97 crore AUM, a 2.46%-2.52% expense ratio, and allows both physical and demat holdings.
Investment Objective
To generate long-term capital appreciation by investing in equity/equity-related instruments of companies that derive the majority of their income from the Services sector.
Fund benchmark
Nifty Services Sector TRI.
Fund House Contact Details
Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai - 400025
Phone
022-40548002
Launch Fund Date
27 Jan 2026
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