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FAQ : Motilal Oswal Services Fund - Growth - Direct Plan

Motilal Oswal 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 Services Fund - Growth - Direct Plan is ₹10.07.

It is better to invest in a fund with a longer track record as Motilal Oswal Services Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Motilal Oswal Services Fund - Growth - Direct Plan fund’s expense ratio is 0.78%

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 Services Fund - Growth - Direct Plan is currently ₹97 Crores.

The Top three stocks are Aster DM Healthcare, Multi Commodity Exch and Aditya Birla Capital and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 51% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Services Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare accounting for 73% 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 - Service Industry 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 Services Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Service Industry.

Ajay Khandelwal and Bhalchandra Shinde manage the Motilal Oswal Services Fund - Growth - Direct Plan Fund.

Motilal Oswal Services Fund - Growth - Direct Plan current PE ratio is 39.42 and PB ratio is 7.89

The asset allocation of Motilal Oswal Services Fund - Growth - Direct Plan is Stocks : 94.53%, Debt : 5.48% and Gold : 0%

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

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

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