Equity Sector Funds Very High Risk
The primary objective of the Scheme is 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.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 12.88% | -1.52% | -6.1% | 4.37% | 0% | 0% | 0% | 0% | 0% | 0% | 3.11% |
| Category returns | 9.63% | -2.45% | -7.24% | -2.47% | 1.92% | 7.63% | 16.96% | 14.36% | 16.64% | 13.94% | N/A |
| Absolute returns | 0.19% | 2.64% | -3.13% | -0.34% | 0% | 0% | 0% | 0% | 0% | 0% | 5.12% |
| Rank within category | 1 | 1 | 2 | 1 | 3 | 3 | 3 | 3 | 3 | 2 | N/A |
| Total Schemes in Category | 5 | 4 | 4 | 4 | 2 | 2 | 2 | 2 | 2 | 1 | N/A |
| Sector Funds | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | -3.42% |
| Q1 returns | N/A | -16.07% |
| Q2 returns | N/A | 15.08% |
| Q3 Returns | -1.36% | N/A |
| Q4 Returns | 6.95% | N/A |
Expense ratio: 2.47%
Inclusive of GST
Exit load
1% on or before 90D, Nil after 90D
| Alpha | 1.15352 |
| Beta | 0.9735 |
| Sharpe Ratio | -0.00141791 |
| Sortino Ratio | -0.00277363 |
| R-Squared | 0.6043 |
| Tracking Error | 2.9815 |
| Downside Risk | 12.892 |
| Std. Deviation (Annualised) | 16.5299 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Exports and Services Fund - Growth | 9.1% | -1.69% | -4.25% | -1.75% | 2.36% | 18.01% | 16.96% | 13.94% | 14.6% | 1,250.70 | 2.29 | 0.29 | Very High |
| Sundaram Services Fund - Regular Plan - Growth | 10.57% | -3.61% | -8.05% | -4.37% | 1.47% | 15.92% | 16.31% | 0% | 17.2% | 4,146.35 | 1.88 | 0.22 | Very High |
| Axis Services Opportunities Fund - Regular Plan - Growth | 9.71% | -2.97% | -10.56% | -8.13% | 0% | 0% | 0% | 0% | -8.5% | 1,442.83 | 2.13 | -0.37 | Very High |
| Motilal Oswal Services Fund - Regular Plan - Growth Current | 12.88% | -1.52% | -6.1% | 4.37% | 0% | 0% | 0% | 0% | 3.11% | 96.53 | 2.36 | -0.08 | Very High |
| Kotak Services Fund - Regular Plan - Growth | 5.89% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 1.27% | 712.06 | 2.35 | 0.43 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 98.01% |
| Cash & Cash Equivalents and Net Assets | 1.99% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Healthcare Services | 12.42% | |
| Capital Markets | 14.55% | |
| Finance | 18.07% | |
| Financial Technology (Fintech) | 4.81% | |
| Industrial Manufacturing | 4.44% | |
| IT - Software | 13.80% | |
| Consumer Durables | 2.89% | |
| Insurance | 2.85% | |
| Other Consumer Services | 2.60% | |
| Banks | 6.44% | |
| Retailing | 4.87% | |
| IT - Services | 2.05% | |
| Industrial Products | 2.58% | |
| Others | 1.99% | |
| Pharmaceuticals & Biotechnology | 1.08% | |
| Electrical Equipment | 1.02% | |
| Leisure Services | 1.90% | |
| Transport Services | 0.91% | |
| Agricultural, Commercial & Construction Vehicles | 0.73% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare Services | Domestic Equities | 7.18% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 6.03% |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 5.10% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 4.81% |
| Aditya Birla Sun Life AMC Ltd. | Capital Markets | Domestic Equities | 4.60% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 4.44% |
| ICICI Prudential Asset Management Company Ltd. | Capital Markets | Domestic Equities | 3.92% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 3.87% |
| Birlasoft Ltd. | IT - Software | Domestic Equities | 3.73% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 3.56% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 2.89% |
| CRISIL Ltd. | Finance | Domestic Equities | 2.88% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Domestic Equities | 2.85% |
| Physicswallah Ltd. | Other Consumer Services | Domestic Equities | 2.60% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 2.49% |
| State Bank Of India | Banks | Domestic Equities | 2.48% |
| Zensar Technologies Ltd. | IT - Software | Domestic Equities | 2.47% |
| Meesho Ltd. | Retailing | Domestic Equities | 2.25% |
| DCB Bank Ltd. | Banks | Domestic Equities | 2.22% |
| Hexaware Technologies Ltd. | IT - Software | Domestic Equities | 2.11% |
| Amagi Media Labs Ltd. | IT - Services | Domestic Equities | 2.05% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 1.88% |
| RBL Bank Ltd. | Banks | Domestic Equities | 1.74% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 1.73% |
| V2 Retail Ltd. | Retailing | Domestic Equities | 1.69% |
| Mastek Ltd. | IT - Software | Domestic Equities | 1.53% |
| Fractal Analytics Ltd. | IT - Software | Domestic Equities | 1.41% |
| Healthcare Global Enterprises Ltd. | Healthcare Services | Domestic Equities | 1.37% |
| Intellect Design Arena Ltd. | IT - Software | Domestic Equities | 1.29% |
| CE Info Systems Ltd. | IT - Software | Domestic Equities | 1.26% |
| Religare Enterprises Ltd. | Finance | Domestic Equities | 1.16% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 1.08% | |
| Acutaas Chemicals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.08% |
| Avalon Technologies Ltd. | Electrical Equipment | Domestic Equities | 1.02% |
| Yatra Online Ltd | Leisure Services | Domestic Equities | 1.02% |
| Cholamandalam Financial Holdings Ltd. | Finance | Domestic Equities | 0.99% |
| Aditya Vision Ltd. | Retailing | Domestic Equities | 0.93% |
| Shadowfax Technologies Ltd. | Transport Services | Domestic Equities | 0.91% |
| Collateralized Borrowing & Lending Obligation | Cash & Cash Equivalents and Net Assets | 0.91% | |
| Restaurant Brands Asia Ltd. | Leisure Services | Domestic Equities | 0.88% |
| AIA Engineering Ltd. | Industrial Products | Domestic Equities | 0.86% |
| Escorts Kubota Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.73% |
| Total | 100.00% |
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.
Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research. Mr. Shinde's professional journey has been marked by his expertise and significant contributions to the field. Prior to his current role at MOAMC, he dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, overseeing research across sectors such as Auto, Oil and Gas, and Real Estate. He has also been associated with Max Life Insurance and Centrum Broking.
RETURNS
It is an Open ended scheme that primarily invests in Sector Funds.
The primary objective of the Scheme is 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.
The scheme benchmark is the Nifty Services Sector - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 0%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹10.51 (approx.) for the Motilal Oswal Services Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹110 Cr.
The expense ratio for the Regular Plan is 2.47.
1% on or before 90D, Nil after 90D.
Minimum SIP starts at ₹500.
The minimum lump sum investment is ₹500. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Ajay Khandelwal, Bhalchandra Shinde, Atul Mehra, Rakesh Shetty
This fund is suitable for investors with a Very High risk tolerance.
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