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 Date08 May 2026

Closing Date22 May 2026

Allotment Date29 May 2026

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Closing Date18 May 2026

Allotment Date21 May 2026

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Closing Date08 May 2026

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Closing Date20 May 2026

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Closing Date15 May 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Closing Date11 Dec 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 Dec 2025

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Closing Date08 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

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Closing Date26 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

Allotment Date27 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 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

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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


Testimonial

Genuine Review Form Statisifed Customers

4.6 Out of 5 (12296 Reviews)

Thanks to KSquare, I managed urgent expenses without disturbing my mutual funds. Really smooth experience overall.

Deepak Rawat

Deepak Rawat

Architect

KSquare not only alerts about NFOs, but they explain fund purpose and performance projections. I truly appreciate that extra layer of detail and care.

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Aditya Chauhan

Systems Engineer

I had many questions about NPS. KSquare cleared every doubt and gave me a structured plan to follow.

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Harjeet Bedi

Policy Advisor

KSquare helped me reconnect financially with India. Their NRI services are intuitive, quick, and focused on individual needs. Truly impressed!

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KSquare’s approach to New Fund Offerings really impressed me. I finally feel confident participating in something I once thought was too complicated.

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Investing in NFOs through KSquare has been a game changer. Their platform simplifies complex information and provides well-timed suggestions that fit my portfolio.

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KSquare’s mutual fund platform is exactly what I needed. It’s intuitive, offers diverse funds, and gives great insights. I’ve seen real growth since I started.

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Telecom Consultant

FAQ's

Frequenlty Asked Question

What are Tier I and Tier II NPS accounts?

Tier I is the mandatory retirement account with tax benefits, while Tier II is voluntary with flexible withdrawals but no tax deductions.

Can I invest in SIPs from abroad with KSquare?

Yes, NRIs can set up SIPs through their NRE/NRO accounts. KSquare automates the process for convenience.

Why should I choose KSquare over other platforms for NRI investing?

KSquare offers tailored advice, easy KYC, global access, compliance support, and personal service for NRI investors.

Can I use LAMF for personal or business purposes?

Yes, the loan can be used for any legal personal or business need such as emergencies, education, or working capital.

Will I lose ownership of my mutual funds?

No, the mutual funds are just pledged. You continue to retain ownership and can repay the loan to unpledge them.

What are the benefits of investing in SIP through KSquare?

KSquare offers easy tracking, expert advice, and a simple setup to help you invest regularly and meet financial goals.

Can I track my SIP performance on KSquare?

Yes, KSquare offers detailed tracking tools and insights so you can monitor your SIP performance anytime.

Can I invest jointly with a resident Indian through KSquare?

Yes, joint investments are allowed with a resident Indian, provided KYC and bank account norms are met.

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