Motilal Oswal Financial Services Fund Direct-Growth NFO

January 16, 2026

RA Jainee

Motilal Oswal Financial Services Fund – Direct | Growth

Motilal Oswal Mutual Fund

📌 Fund Snapshot & Key Details (Master Table)

Particulars	Details
Fund House	Motilal Oswal Mutual Fund
Scheme Type	Open-ended
Category	Equity: Sectoral-Banking
Benchmark	NIFTY Financial Services TRI
NFO Opens	27 January 2026
NFO Closes	10 February 2026
Plan / Option	Growth, IDCW
Minimum Investment (Rs)	500
Exit Load	1% for redemption within 90 days
Lock-in Period	NA
Riskometer	Very High
Registrar	KFin Technologies Ltd.

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⏱️ Last Updated: 23 January 2026, 10.00 AM

📊 Benchmark Trend & Behaviour

Benchmark Performance Snapshot

Index Returns (%) #	QTD	YTD	1 Year	5 Years	Since Inception
Price Return	6.11	17.44	17.44	12.67	16.27
Total Return	6.16	18.60	18.60	13.65	17.53

Statistics ##	1 Year	5 Years	Since Inception
Std. Deviation *	13.41	17.38	27.02
Beta (NIFTY 50)	1.01	1.11	1.15
Correlation (NIFTY 50)	0.88	0.89	0.90

Fundamentals

P/E	P/B	Dividend Yield
17.88	2.91	0.84

Benchmark Portfolio Characteristics

Methodology	Periodic Capped Free-Float
No. of Constituents	20
Launch Date	September 07, 2011
Base Date	January 01, 2004
Base Value	1000
Calculation Frequency	Real-Time
Index Rebalancing	Semi-Annually

Sahifund Insight:
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🧠 Investment Strategy – Explained Simply

The Scheme seeks to generate long-term capital appreciation by investing in equity or equity related instruments across market capitalization of companies deriving majority of their income from financial Services businesses.

👤 Fund Manager & Past Performance

Fund Manager

Ajay Khandelwal
• Mr. Khandelwal is MBA & Bachelor of Engineering.
• Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Atul Mehra
• Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
• Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Sandeep Jain
• Mr. jain is a C.A.
• Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with Aditya Birla Sunlife Insurance and Sundaram Mutual Fund.

Fund Manager

Rakesh Shetty
• Mr. Shetty has done B.Com
• Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Bhalchandra Shinde
• Mr. Shinde has done M.M.S Finance & B.E. Mechanical
• Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking

Sahifund Interpretation:

🎯 Suitable for Which Investors?

Suitable if you:

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⚠️ Disclaimer

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

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