AMFI - Registered Mutual Fund Distributor

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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Launch Date19 Mar 2026

Closing Date25 Mar 2026

Allotment Date01 Jan 1970

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Closing Date23 Mar 2026

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Closing Date01 Apr 2026

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Closing Date24 Mar 2026

Allotment Date27 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

Launch Date16 Mar 2026

Closing Date18 Mar 2026

Allotment Date23 Mar 2026

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Closing Date13 Mar 2026

Allotment Date01 Jan 1970

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Closing Date11 Dec 2025

Allotment Date22 Dec 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 Dec 2025

Closing Date03 Dec 2025

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Closing Date01 Dec 2025

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Closing Date08 Dec 2025

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Closing Date05 Dec 2025

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

Launch Date24 Nov 2025

Closing Date08 Dec 2025

Allotment Date08 Dec 2025

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Closing Date01 Dec 2025

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Closing Date26 Nov 2025

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Closing Date25 Nov 2025

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Closing Date24 Nov 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

Allotment Date21 Nov 2025

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Closing Date21 Nov 2025

Allotment Date26 Nov 2025

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Closing Date20 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

Allotment Date24 Nov 2025

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Closing Date04 Nov 2025

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Closing Date15 Oct 2025

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Closing Date15 Oct 2025

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Closing Date17 Oct 2025

Allotment Date27 Oct 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

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Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date22 Oct 2025

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Closing Date20 Oct 2025

Allotment Date28 Oct 2025

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Closing Date17 Oct 2025

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Closing Date24 Jun 2025

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Closing Date23 Jun 2025

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Closing Date23 Jun 2025

Allotment Date27 Jun 2025

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Closing Date19 Jun 2025

Allotment Date25 Jun 2025

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Closing Date19 Jun 2025

Allotment Date25 Jun 2025

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Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


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FAQ's

Frequenlty Asked Question

How is SIP different from recurring deposits?

Unlike fixed-interest recurring deposits, SIP returns are market-linked and offer higher growth potential with some risk.

Do NFOs offer better returns than existing funds?

Not always. While some NFOs may perform well, they lack historical data. KSquare helps evaluate the potential.

How do I track mutual fund performance on KSquare?

KSquare offers a dashboard where you can view real-time NAV, portfolio value, returns, and performance trends.

Does KSquare offer mutual funds for tax savings?

Yes, KSquare offers ELSS mutual funds, which are eligible for tax deductions under Section 80C up to ₹1.5 lakh.

Does KSquare provide medical emergency fund planning?

Yes, KSquare builds dedicated SIP plans focused on medical security so unexpected health expenses don’t affect regular finances.

What if I fail to repay the loan on time?

In case of default, the lender may sell pledged mutual fund units. KSquare advises timely repayment to avoid any financial impact.

What is the minimum amount required to start a SIP?

You can begin a SIP with as little as ₹500 per month, making it accessible for investors of all income levels.

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