FundLens
64
Banking & FinancialBuy

Motilal Oswal Services

Motilal Oswal · Direct–Growth · rank #6 of 31 by Smart Score

Data updated

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
8.3%
+10.8% vs index
3 Years
—
5 Years
—
Since launch
13.3%

Year-by-year performance

last entry = YTD
2026
+8.7%

Why this score

Motilal Oswal Services scores 64/100 — #6 of 31 Banking & Financial fund (Buy). It stands out for volatility and alpha — beating 90% of peers on volatility. The main drag is its fund size (better than only 8% of peers).

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

Volatility15.31 · 90th percentile in category
Alpha10.35 · 94th percentile in category
Fund size135.89 Cr · 8th percentile in category
Expense ratio1.34% · 18th percentile in category
Sharpe ratio0.45 · 71st percentile in category
1Y return8.34% · 98th percentile in category

Top holdings

top 5 = 24.3% of portfolio
1.Multi Commodity Exchange Of India Ltd6.25%
2.Aster DM Healthcare Ltd4.64%
3.Aditya Birla Capital Ltd4.57%
4.Spectrum Electrical Industries Ltd4.43%
5.Apollo Hospitals Enterprise Ltd4.41%

35 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Banking & Financial funds