Motilal Oswal Services Fund
The Scheme seeks to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies derive the majority of their income from business in the Services sector of the economy.
Growthvine rating: 2/5 — ranked #138 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹11.78 (as of 2026-08-21) |
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| AUM | ₹120 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Ajay Khandelwal |
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| Exit load | 1% for redemption within 90 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | -17.58% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 116.5% of Nifty 500's upside and 69.2% of its downside.
Market cap allocation
| Large cap | 16.6% |
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| Mid cap | 26.1% |
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| Small cap | 57.4% |
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Concentration
| Top 5 holdings | 28.2% |
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| Top 10 holdings | 49.8% |
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| Total holdings | 33 |
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Top holdings
- Aster DM Healthcare Limited — 7.5%
- Aditya Birla Capital Ltd — 5.3%
- Apollo Hospitals Enterprises Ltd. — 5.3%
- One 97 Communications Limited — 5.3%
- Aditya Infotech Limited — 4.8%
- Aditya Birla Sun Life AMC Limited — 4.8%
- Zensar Technologies Ltd. — 4.7%
- Hexaware Technologies Limited — 4.4%
- ICICI Prudential Asset Management Company Limited — 4.0%
- Multi Commodity Exchange of India Ltd — 3.8%
Top sectors
- Banking & Financial — 19.0%
- Finance & Investments — 15.5%
- Software & Services — 15.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 8.3% | Q2 | #47 of 167 |