Motilal Oswal Services Fund

Equity: Sectoral/Thematic | Growth

MAX CAGR

+12.78%

Fund Size

₹119.63 Cr

Min. Investment

₹500

QUICK FUND SUMMARY

Motilal Oswal Services Fund Growth is an equity mutual fund managing assets worth ₹119.63 Cr. The current NAV is ₹11.43 as of Jul 20. It has delivered a maximum CAGR of 12.78%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Aster DM Healthcare Ltd., Hexaware Technologies Ltd., Aditya Birla Sun Life AMC Ltd., Aditya Infotech Ltd. and Aditya Birla Capital Ltd..

Motilal Oswal Services Fund Details

Fund Size

₹119.63 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹500

NAV (Jul 20)

₹11.43

Plan Type

Regular

Launch Date

09 Jun 2025

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.83%

Withdrawal Charge

Exit load of 1%, if redeemed within 90 days.

Motilal Oswal Services Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Motilal Oswal Services Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Motilal Oswal Services Fund

Motilal Oswal Services Fund is a Growth Equity mutual fund managed by Motilal Oswal Mutual Fund.

The current NAV of Motilal Oswal Services Fund is ₹11.43 as of Jul 20.

You can invest in Motilal Oswal Services Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Motilal Oswal Services Fund is ₹500.

The expense ratio of Motilal Oswal Services Fund is 2.83%.

Motilal Oswal Services Fund has an exit load as follows: exit load of 1%, if redeemed within 90 days.

Short-term capital gains (STCG) on Motilal Oswal Services Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Motilal Oswal Services Fund is managed by Mr.Ajay Khandelwal.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.