Motilal Oswal Financial Services Fund- Regular-Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.10% | +6.32% | -0.22% |
| 3 Months | +2.45% | -0.20% | +2.65% |
| 6 Months | +12.16% | +5.98% | +6.18% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +11.02% | +4.03% | +6.99% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-02-20 | 2026-03-31 | -11.5% | 1 months | 1 months |
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 235 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Sectoral / Thematic schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI HEALTHCARE OPPORTUNITIES FUND | 7.2 | +23.97% | 1.98% | 43.4% | Rs 6,504 cr | Compare → |
| UTI Healthcare Fund | 7.0 | +22.74% | 2.20% | 57.0% | Rs 1,536 cr | Compare → |
| Mirae Asset Healthcare Fund | 7.9 | +22.67% | - | 45.7% | Rs 3,828 cr | Compare → |
| Nippon India Taiwan Equity fund | 7.2 | +45.47% | 2.39% | -77.2% | Rs 806 cr | Compare → |
| DSP Healthcare Fund | 8.0 | +20.31% | 2.04% | 53.2% | Rs 3,946 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Financial Services Fund
What is the expense ratio of Motilal Oswal Financial Services Fund?
The expense ratio for Motilal Oswal Financial Services Fund is currently not reported.
Who manages Motilal Oswal Financial Services Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Financial Services Fund?
Motilal Oswal Financial Services Fund has a 1-year return of -.
How large is Motilal Oswal Financial Services Fund?
Motilal Oswal Financial Services Fund manages assets of Rs 235 cr, placing it in the 'small' size band relative to Sectoral / Thematic peers.
How is Motilal Oswal Financial Services Fund scored on MFIQ?
Motilal Oswal Financial Services Fund has insufficient history to receive a composite MFIQ score.
How risky is Motilal Oswal Financial Services Fund?
Motilal Oswal Financial Services Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -11.52%.