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Motilal Oswal Financial Services Fund-Reg(G)

FAQ : Motilal Oswal Financial Services Fund - Regular Plan - Growth

Motilal Oswal Financial Services Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹10.10.

It is better to invest in a fund with a longer track record as Motilal Oswal Financial Services Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 2.10%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Financial Services Fund - Regular Plan - Growth is currently ₹209 Crores.

The Top three stocks are State Bank Of India, ICICI Bank and Multi Commodity Exch and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 45% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Financial Services Fund - Regular Plan - Growth fund are BFSI, IT and Miscellaneous accounting for 100% of the total portfolio.

Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap 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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.

Ajay Khandelwal and Atul Mehra manage the Motilal Oswal Financial Services Fund - Regular Plan - Growth Fund.

Motilal Oswal Financial Services Fund - Regular Plan - Growth current PE ratio is 31.92 and PB ratio is 4.63

The asset allocation of Motilal Oswal Financial Services Fund - Regular Plan - Growth is Stocks : 88.91%, Debt : 11.10% and Gold : 0%

The minimum SIP amount for Motilal Oswal Financial Services Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Motilal Oswal Financial Services Fund - Regular Plan - Growth is 1% on or before 90 days, Nil after 90 days