Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal Services Fund - Direct Plan - Growth
monitor_heart Health Score: 54/100 · AverageMotilal Oswal Mutual Fund · Equity · Sectoral/ Thematic
₹11.25
AUM: ₹110 Cr
NAV updated 27 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.07%
Exit Load
Exit load of 1%, if redeemed within 90 days.
Fund Manager
Ajay Khandelwal
Inception
Jun 2025
Benchmark
NIFTY Services Sector Total Return Index
Sharpe Ratio
0.45
Std Dev (1Y)
16.44%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.34%
3m
+15.16%
6m
+0.96%
1y
+8.51%
3y
—
5y
—
10y
—
since inception
+9.9%
rate_review TopFund's Take on Motilal Oswal Services Fund - Direct Plan - Growth
Motilal Oswal Services Fund - Direct Plan - Growth sits in the middle of the pack for Sectoral/ Thematic funds. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 54/100.
Cost: At 1.07%, the expense ratio is roughly in line with the Sectoral/ Thematic category average of 1.08% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.45 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.44% is fairly typical for actively managed equity 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
Similar Funds
Invesco India Financial Services Fund - Direct Plan - Growth
Invesco Mutual Fund
DSP India T.I.G.E.R. Fund - Direct Plan - Growth
DSP Mutual Fund
TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
Franklin India Opportunities Fund - Direct - Growth
Franklin Templeton Mutual Fund
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option
ICICI Prudential Mutual Fund
Aditya Birla Sun Life International Equity Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Services Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Motilal Oswal Services Fund - Direct Plan - Growth is ₹11.25. NAV is updated every business day after market close by AMFI.
1Y: 8.51%
The expense ratio is 1.07% per annum — the annual fee deducted from your investment to cover fund management costs.
Motilal Oswal Services Fund - Direct Plan - Growth is managed by Ajay Khandelwal at Motilal Oswal Mutual Fund.
Motilal Oswal Services Fund - Direct Plan - Growth is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Motilal Oswal Services Fund - Direct Plan - Growth is a Sectoral/ Thematic fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Motilal Oswal Services Fund - Direct Plan - Growth is ₹110 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.