Motilal Oswal Services Fund - Direct Plan - IDCW
Expense Ratio: 1.82
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty Services Sector TRI
Inception: 20-05-2025
Exit Load: Nil
Fund Size:₹96.57 Cr
Performance
1Y
Fund14.36%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund14.17%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Atul Mehra
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Aster DM Healthcare Limited | 15.15 | 7.85% |
| 2 | Multi Commodity Exchange of India Limited | 12.55 | 6.50% |
| 3 | Aditya Birla Capital Limited | 11.83 | 6.13% |
| 4 | Shriram Finance Limited | 11.07 | 5.73% |
| 5 | Net Receivables / (Payables) | 10.58 | 5.48% |
| 6 | Aditya Infotech Limited | 9.83 | 5.09% |
| 7 | One 97 Communications Limited | 9.30 | 4.82% |
| 8 | Apollo Hospitals Enterprise Limited | 8.31 | 4.30% |
| 9 | Birlasoft Limited | 7.41 | 3.84% |
| 10 | ICICI Prudential Asset Management Company Limited | 6.13 | 3.18% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 66170 | +10.3% | +22.1% |
| SI | 07 Jul, 25 | 65000 | 71849 | +10.5% | +20.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.14 L. | +14.4% | +14.4% |
| SI | 16 Jun, 25 | 1 L. | 1.15 L. | +15.5% | +14.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.