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EquitySectoral/ ThematicDirect · Growth

Motilal Oswal Services Fund - Direct Plan - Growth

Motilal Oswal · Scheme 153558

11.80 0.10%NAV · 2026-09-18
72
Strong FundScore
Start SIP
AUM
₹124 cr
Expense ratio
1.34%
3Y CAGR
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Ajay KhandelwalExit load: Exit load of 1%, if redeemed within 90 days.
Strong · 72/100

A high-quality fund that scores well on the factors that matter.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 17%.
  • 1Y return: +13.9%
  • Alpha vs benchmark: +16.2%

📉 What could drag it down

  • Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Sharpe ratio: 0.57
  • Sortino ratio: 0.83

FundScore breakdown

72/100 · Strong
How it works →
84
Returns
Excellent
50
Consistency
Average
52
Risk-adjusted
Average
86
Downside protection
Excellent
57
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.