• Open Account

Motilal Oswal Financial Services Fund - Reg (G)

Sectoral / Thematic • OPEN
NAV as of May 12, 2026
₹9.69
1 day change
Returns since inception
-3.12%
CAGR
AUM (Fund size)
₹149 Cr
NAV: ₹ 9.69
as on May 12, 2026
Motilal Oswal Financial Services Fund - Reg (G)

Motilal Oswal Financial Services Fund - Reg (G) Overview

AUM (Fund size) ₹ 149 Cr
Expense ratio 2.99 %
Exit load 1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Financial Services TRI
Min. investment SIP: ₹100    Lumpsum: ₹500
Age 0 yrs 3 m since Jan 27, 2026
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
47.43%
Finance
21.10%
Cash & Others
9.60%
Capital Markets
9.24%
Financial Technology (Fin
4.42%

Top Holdings

Net CA & Others 9.60%
ICICI Bank 8.88%
HDFC Bank 8.08%
Bajaj Finance 7.09%
SBI 5.67%
Axis Bank 5.05%
IndusInd Bank 4.19%
Reverse Repo 4.13%
Shriram Finance 3.87%
Ujjivan Small 3.72%

Scheme Information

Motilal Oswal Financial Services Fund - Reg (G) was launched on 27/01/2026. The fund manages ₹149 Cr in assets. Its current expense ratio is 2.99%.

Fund Manager: Ajay Khandelwal

Returns Calculator

Calculate your investment growth with SIP or Lumpsum.

Estimated Breakdown

Invested amount ₹0
Est. returns ₹0
Total value ₹0
Open Demat Account →

FAQs on Motilal Oswal Financial Services Fund - Reg (G)

The current expense ratio of Motilal Oswal Financial Services Fund - Reg (G) is 2.99%.

The AUM of Motilal Oswal Financial Services Fund - Reg (G) is ₹149 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Motilal Oswal Financial Services Fund - Reg (G) allows both SIP and lump sum investments.

The latest NAV is ₹9.69.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

Invest
Ready to invest in Mutual Funds
Start SIP Today!
App QR Code

Download the PL Capital App

Open Demat Account
×