Motilal Oswal Services Fund Regular-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 12.29%
Fund NAV

Fund Overview of Motilal Oswal Services Fund Regular-idcw

  • ₹113.0 Cr
    AUM
  • ₹10.78
    NAV
  • 3.96%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Jun 17, 2026
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Returns of Motilal Oswal Services Fund Regular-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 12.29% NA 4.02%
6 Months 0.65% NA 14.62%
1 Year 8.31% 8.31% -1.34%
As on Wed Jun 17, 2026

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Motilal Oswal Services Fund Regular-idcw Fund Returns Comparison

Compare Motilal Oswal Services Fund Regular-idcw with other mutual funds in the same category

Motilal Oswal Services Fund Regular-idcw

ICICI Prudential India Opportunities Fund Direct-growth

ICICI Prudential India Opportunities Fund Direct-idcw

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Asset Allocation

equities

91.65%

other assets or cash equivalents

8.35%
Large Cap: 19.68%
Mid Cap: 30.08%
Small Cap: 50.23%
Other: 0.00%
Top Holdings
Net Receivables
8.35%
Aster Dm Healthcare Ltd
7.29%
Aditya Birla Sun Life Amc Ltd
5.52%
Aditya Infotech Ltd.
5.41%
Apollo Hospitals Enterprise Ltd
5.31%
 
Top Sectors
Financial
21.96%
Technology
15.73%
Healthcare
14.56%
N/A
12.26%
Unspecified
8.35%
Detailed Portfolio Analysis
As on Wed Jun 17, 2026
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About Fund

About Motilal Oswal Services Fund Regular-idcw

Motilal Oswal Services Fund Regular-idcw is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 09 Jun 2025, the fund aims Capital appreciation over long term, Investing predominantly in equities and equity related instruments of companies engaged in the Services Sector of the economy. It manages assets worth ₹113.0 crore as on Sun May 31, 2026. The expense ratio stands at 3.96%.
The portfolio allocation consists of 91.65% in equities, 8.35% in other assets or cash equivalents.Managed by Bhalchandra Shinde, it has delivered a return of 8.31% in the last year, a total return since inception of 7.60%.
For those looking to take better financial choices it is useful to also compare best sip to invest that align with individual risk appetite.

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  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Atul Mehra

    Fund Manager

  • Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

    Manager Education

  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

  • Bhalchandra Shinde

    Fund Manager

  • Mr. Shinde has done M.M.S Finance & B.E. Mechanical

    Manager Education

Fund Details

Fund Names Motilal Oswal Services Fund Regular-idcw
Inception Date 09 Jun 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential India Opportunities Fund Direct-growth trend ₹36,478 2.58% 4.06% 3.17% 19.57% 20.39%
ICICI Prudential India Opportunities Fund Direct-idcw trend ₹36,478 2.58% 4.06% 3.17% 19.57% 20.39%
Franklin India Opportunities Direct Fund-growth trend ₹8,724 3.39% 9.28% 3.02% 23.85% 19.76%
Franklin India Opportunities Direct Fund-idcw trend ₹8,724 3.39% 9.28% 3.02% 23.85% 19.76%
ICICI Prudential India Opportunities Fund-growth trend ₹36,478 2.49% 3.85% 2.23% 18.39% 19.06%
ICICI Prudential India Opportunities Fund-idcw trend ₹36,478 2.49% 3.85% 2.23% 18.39% 19.06%
Franklin India Opportunities Fund Regular-growth trend ₹8,724 3.28% 8.95% 1.77% 22.36% 18.56%
Franklin India Opportunities Fund Regular-idcw trend ₹8,724 3.28% 8.95% 1.77% 22.36% 18.56%
ICICI Prudential Commodities Fund Direct-growth trend ₹3,999 0.12% 10.67% 17.24% 19.38% 17.25%
ICICI Prudential Commodities Fund Direct-idcw trend ₹3,999 0.12% 10.67% 17.24% 19.38% 17.25%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Nifty India Defence Index Fund Direct-growth increase ₹4,856 5.38% 18.26% 28.61% 6.68% -
Motilal Oswal Nifty India Defence Index Fund Regular-growth increase ₹4,856 5.33% 18.09% 28.24% 6.02% -
Motilal Oswal Nifty India Defence Etf increase ₹1,384 5.38% 18.30% 28.70% 6.71% -
Motilal Oswal Nifty Capital Market Index Fund Regular-growth increase ₹538 0.10% 20.07% 21.24% 22.48% -
Motilal Oswal Nifty Capital Market Index Fund Direct-growth increase ₹538 0.15% 20.25% 21.61% 23.25% -
Motilal Oswal Active Momentum Fund Regular-growth increase ₹469 7.87% 22.41% 14.81% 25.50% -
Motilal Oswal Active Momentum Fund Direct-growth increase ₹469 7.88% 22.44% 14.87% 25.63% -
Motilal Oswal Active Momentum Fund Regular-idcw increase ₹469 7.87% 22.41% 14.81% 25.50% -
Motilal Oswal Active Momentum Fund Direct-idcw increase ₹469 7.88% 22.44% 14.87% 25.63% -
Motilal Oswal Nifty Realty Etf-growth increase ₹285 7.67% 14.41% -6.25% -19.68% -
View More
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential India Opportunities Fund-growth trend ₹36,478 ₹36.19 18.39% 19.06% -
ICICI Prudential India Opportunities Fund Direct-growth trend ₹36,478 ₹39.75 19.57% 20.39% -
ICICI Prudential India Opportunities Fund-idcw trend ₹36,478 ₹21.13 18.39% 19.06% -
ICICI Prudential India Opportunities Fund Direct-idcw trend ₹36,478 ₹24.26 19.57% 20.39% -
HDFC Defence Fund Regular-growth trend ₹9,724 ₹29.08 42.19% - -
HDFC Defence Fund Direct-growth trend ₹9,724 ₹30.09 43.78% - -
HDFC Defence Fund Regular-idcw trend ₹9,724 ₹29.08 42.19% - -
HDFC Defence Fund Direct-idcw trend ₹9,724 ₹30.09 43.78% - -
Franklin India Opportunities Fund Regular-growth trend ₹8,724 ₹253.16 22.36% 18.56% 16.12%
Franklin India Opportunities Direct Fund-growth trend ₹8,724 ₹282.39 23.85% 19.76% 17.18%
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Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Net ReceivablesUnspecified8.35%₹9.45 Cr
Aster Dm Healthcare LtdHealthcare7.29%₹8.23 Cr
Aditya Birla Sun Life Amc LtdFinancial5.52%₹6.24 Cr
Aditya Infotech Ltd.Technology5.41%₹6.12 Cr
Apollo Hospitals Enterprise LtdHealthcare5.31%₹5.99 Cr
Aditya Birla Capital LtdFinancial5.24%₹5.93 Cr
Icici Prudential Asset Management Company Ltd.4.95%₹5.59 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology4.85%₹5.48 Cr
One 97 Communications LtdIndustrials4.80%₹5.43 Cr
Multi Commodity Exchange Of India LtdFinancial4.51%₹5.09 Cr
Birlasoft LtdTechnology3.15%₹3.56 Cr
Canara Hsbc Life Insurance Company Ltd.2.72%₹3.07 Cr
Crisil LtdIndustrials2.60%₹2.93 Cr
Physicswallah Ltd.2.50%₹2.82 Cr
Bajaj Finance LtdFinancial2.36%₹2.66 Cr
Zensar Technologies LtdTechnology2.32%₹2.63 Cr
Shriram Transport Finance Company LtdFinancial2.29%₹2.59 Cr
Meesho Ltd.2.09%₹2.36 Cr
Dcb Bank LtdFinancial2.04%₹2.30 Cr
Gland Pharma LtdHealthcare1.96%₹2.22 Cr
View More

Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Services Fund Regular-idcw

What is the current AUM of Motilal Oswal Services Fund Regular-idcw?

As of Sun May 31, 2026, Motilal Oswal Services Fund Regular-idcw manages assets worth ₹113.0 crore

How has Motilal Oswal Services Fund Regular-idcw performed recently?

  • 3 Months: 12.29%
  • 6 Months: 0.65%

What is the long-term performance of Motilal Oswal Services Fund Regular-idcw?

  • Since Inception: 7.60%

What is the portfolio composition of Motilal Oswal Services Fund Regular-idcw?

Equity: 91.65%, Others: 8.35%.

Who manages Motilal Oswal Services Fund Regular-idcw?

Motilal Oswal Services Fund Regular-idcw is managed by Bhalchandra Shinde from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Services Fund Regular-idcw?

Large Cap: 19.68%, Mid Cap: 30.08%, Small Cap: 50.23%.

Which are the top companies Motilal Oswal Services Fund Regular-idcw has invested in?

  • Net Receivables – 8.35% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.29% of the fund's portfolio
  • Aditya Birla Sun Life AMC Ltd – 5.52% of the fund's portfolio
  • Aditya Infotech Ltd. – 5.41% of the fund's portfolio
  • Apollo Hospitals Enterprise Ltd – 5.31% of the fund's portfolio

Which are the major sectors Motilal Oswal Services Fund Regular-idcw focuses on?

  • Financial – 21.96% of the fund's portfolio
  • Technology – 15.73% of the fund's portfolio
  • Healthcare – 14.56% of the fund's portfolio
  • Other – 12.26% of the fund's portfolio
  • Unspecified – 8.35% of the fund's portfolio
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