Motilal Oswal Services Fund - Regular Plan - IDCW
Expense Ratio: 2.52
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Services Sector TRI
Inception: 20-05-2025
Exit Load: Nil
Fund Size:₹96.57 Cr
Performance
1Y
Fund13.48%
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
Fund12.83%
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 | 8.87 | 7.41% |
| 2 | Hexaware Technologies Limited | 7.65 | 6.39% |
| 3 | Aditya Birla Sun Life AMC Limited | 6.77 | 5.66% |
| 4 | Aditya Infotech Limited | 6.45 | 5.39% |
| 5 | Aditya Birla Capital Limited | 6.39 | 5.34% |
| 6 | Apollo Hospitals Enterprise Limited | 6.36 | 5.32% |
| 7 | One 97 Communications Limited | 5.54 | 4.63% |
| 8 | ICICI Prudential Asset Management Company Limited | 5.24 | 4.38% |
| 9 | Multi Commodity Exchange of India Limited | 4.89 | 4.09% |
| 10 | PhysicsWallah Limited | 4.48 | 3.74% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 65598 | +9.3% | +19.6% |
| SI | 07 Jul, 25 | 65000 | 71210 | +9.6% | +18.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.13 L. | +12.6% | N/A |
| SI | 16 Jun, 25 | 1 L. | 1.14 L. | +14.1% | +12.8% |
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.