Mutual Funds

Motilal Oswal Financial Services Fund- Direct- IDCW

Motilal Oswal Mutual FundSectoral/ThematicVery High Risk
₹10.69+0.10 (+0.98%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹191 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

1.26%

Risk

Very High

Motilal Oswal Financial Services Fund- Direct- IDCW
₹10.69+0.98%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+17.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹8.86
₹10.75

97% from 52W low

Fund Information

Sectoral/ThematicEquitySince 20-02-2026

Fund House

Motilal Oswal Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity96.5%
Cash3.5%

Market Cap Split

Large Cap54.6%
Mid Cap23.6%

Top Holdings

30 stocks
Weight1M Change
1

HDFC Bank Ltd

Financial Services

8.73%+24.2%
2

ICICI Bank Ltd

Financial Services

8.37%+9.1%
3

State Bank of India

Financial Services

7.22%+41.6%
4

Axis Bank Ltd

Financial Services

7.01%+54.2%
5

Bajaj Finance Ltd

Financial Services

6.84%0.0%
6

IndusInd Bank Ltd

Financial Services

4.20%0.0%
7

AU Small Finance Bank Ltd

Financial Services

4.04%+16.1%
8

Shriram Finance Ltd

Financial Services

3.95%+15.1%
9

PB Fintech Ltd

Financial Services

3.88%+85.8%
10

RBL Bank Ltd

Financial Services

3.71%+17.6%

Sector Allocation

Weight1M Change
Financial Services
94.5%+100%
Technology
2.1%0%

Fundamentals

P/E Ratio

21.87

Cat avg: 19.23

P/B Ratio

2.52

Cat avg: 2.40

Dividend Yield

0.58%

Cat avg: 0.83%

Price/Sale

4.96

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Motilal Oswal Financial Svcs Dir IDCW-P1911.26---
ICICI Pru Banking & Fin Svcs Dir IDCW-P11,0340.87-0.8%+10.7%+10.1%
SBI Banking & Financial Svcs Dir IDCW-P10,8450.77+4.5%+17.0%+14.1%
Nippon India Banking & Fin Srvs Dir Bns7,7890.84+4.0%+14.2%+14.8%
HDFC Banking & Financial Svcs Dir IDCW-P4,5820.92+7.1%+14.4%+14.3%
Aditya BSL Bkng & Fin Srvcs Dir IDCW-P3,6760.89+4.7%+12.3%+12.2%
Tata Banking & Financial Svcs Dir IDCW-P3,1710.49-0.3%+12.4%+13.2%
Mirae Asset Banking & Fin Svcs DirIDCW-P2,3050.51+6.8%+15.0%+14.7%
DSP Banking & Financial Svcs Dir IDCW-P2,0120.51+12.8%--
Invesco India Financial Serv Dir IDCW-P1,8110.69+8.3%+19.2%+15.8%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹191 Cr
Expense Ratio1.26%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings29

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.