Motilal Oswal Financial Services Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Motilal Oswal Financial Services Fund - Growth - Direct Plan is ₹9.95.
It is better to invest in a fund with a longer track record as Motilal Oswal Financial Services Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Financial Services, as the Funds portfolio is similar to its benchmark.
Motilal Oswal Financial Services Fund - Growth - Direct Plan fund’s expense ratio is 1.00%
The process for redemption is
The AUM of Motilal Oswal Financial Services Fund - Growth - Direct Plan is currently ₹149 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Bajaj Finance and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 35% and 53% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Financial Services Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and IT accounting for 100% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Financial Services Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Banks & Financial Service.
Ajay Khandelwal and Atul Mehra manage the Motilal Oswal Financial Services Fund - Growth - Direct Plan Fund.
Motilal Oswal Financial Services Fund - Growth - Direct Plan current PE ratio is 23.89 and PB ratio is 4.25
The asset allocation of Motilal Oswal Financial Services Fund - Growth - Direct Plan is Stocks : 86.29%, Debt : 13.73% and Gold : 0%
The minimum SIP amount for Motilal Oswal Financial Services Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Financial Services Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days
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