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Motilal Oswal Financial Services Fund- Direct Growth
TopFund Score: 48/100 · Weak
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)1.29%
- AUM (15%)₹217 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Sectoral
₹10.7
AUM: ₹216 Cr
NAV updated 5 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.29%
Exit Load
Exit load of 1%, if redeemed within 90 days.
Fund Manager
Swapnil P Mayekar
Inception
Feb 2026
Benchmark
NIFTY Financial Services Total Return Index
Sharpe Ratio
0.38
Std Dev (1Y)
19.97%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.17%
3m
+3.29%
6m
+15.69%
1y
—
3y
—
5y
—
10y
—
since inception
+7.75%
TopFund's Take on Motilal Oswal Financial Services Fund- Direct Growth
Motilal Oswal Financial Services Fund- Direct Growth lags behind most of its peers in the Sectoral category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 48/100.
Cost: At 1.29%, the expense ratio runs 30% above the Sectoral category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.38 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 19.97% is fairly typical for Sectoral funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Financial Services Fund- Direct Growth
The current NAV (Net Asset Value) of Motilal Oswal Financial Services Fund- Direct Growth is ₹10.7. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Motilal Oswal Financial Services Fund- Direct Growth is 1.29% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Financial Services Fund- Direct Growth is managed by Swapnil P Mayekar at Motilal Oswal Mutual Fund.
Motilal Oswal Financial Services Fund- Direct Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Motilal Oswal Financial Services Fund- Direct Growth is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Motilal Oswal Financial Services Fund- Direct Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Financial Services Fund- Direct Growth is ₹217 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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