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 and risk appetite.
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.51% | 0.79% | 10.76% | 7.5% | 5.83% | N/A | N/A | N/A | N/A | N/A | 11.2% |
| Category returns | -3.62% | -3.62% | 1.59% | -0.51% | -2.4% | 0.84% | 11.99% | 13.6% | 10.79% | 12.73% | N/A |
| Absolute returns | -2.51% | 0.79% | 10.76% | 7.5% | 5.83% | N/A | N/A | N/A | N/A | N/A | 15.55% |
| Rank within category | 2/6 | 1/5 | 1/5 | 1/4 | 1/4 | N/A | N/A | N/A | N/A | N/A | N/A |
| Sector Funds | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 6.17% |
| Q1 returns | N/A | -16.07% |
| Q2 returns | N/A | 21.51% |
| Q3 returns | -1.36% | 4.88% |
| Q4 returns | 6.95% | -0.73% |
1% on or before 90D, Nil after 90D
| Alpha | 1.59465 |
| Beta | 0.8954 |
| Sharpe Ratio | 0.144725 |
| Sortino Ratio | 0.283925 |
| R-Squared | 0.5776 |
| Tracking Error | 2.7795 |
| Downside Risk | 13.0337 |
| Std. Deviation (Annualised) | 14.7406 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Exports and Services Fund - Growth | -2.91% | -2.8% | -1% | -2.02% | -1.98% | 12.77% | 11.9% | 12.73% | 14.31% | 1,454.00 | 2.30 | 0.17 | Very High |
| Sundaram Services Fund - Regular Plan - Growth | -4.85% | -4.83% | 2.41% | -2.36% | -3.02% | 11.21% | 9.68% | N/A | 16.66% | 4,999.11 | 1.94 | 0.13 | Very High |
| Axis Services Opportunities Fund - Regular Plan - Growth | -6.04% | -7.18% | -1.29% | -5.17% | -10.44% | N/A | N/A | N/A | -6.68% | 1,308.23 | 2.22 | -0.20 | Very High |
| Motilal Oswal Services Fund - Regular Plan - Growth Current | -2.51% | 0.79% | 10.76% | 7.5% | 5.83% | N/A | N/A | N/A | 11.2% | 135.89 | 2.63 | 0.15 | Very High |
| Kotak Services Fund - Regular Plan - Growth | -2.16% | -4.1% | -2.94% | 0% | N/A | N/A | N/A | N/A | 1.02% | 710.88 | 2.62 | -0.07 | Very High |
| Baroda BNP Paribas Services Fund - Regular Plan - Growth | -3.27% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | -5.6% | 573.29 | N/A | -2.00 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 6.25% |
| Aster DM Quality Care Ltd. | Healthcare Services | Domestic Equities | 4.64% |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 4.57% |
| Spectrum Electrical Industries Ltd. | Industrial Manufacturing | Domestic Equities | 4.43% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 4.41% |
| Aditya Birla Sun Life AMC Ltd. | Capital Markets | Domestic Equities | 4.30% |
| Meesho Ltd. | Retailing | Domestic Equities | 4.18% |
| Raymond Ltd. | Industrial Manufacturing | Domestic Equities | 4.01% |
| Shadowfax Technologies Ltd. | Transport Services | Domestic Equities | 3.84% |
| Restaurant Brands Asia Ltd. | Leisure Services | Domestic Equities | 3.76% |
| Zensar Technologies Ltd. | IT - Software | Domestic Equities | 3.54% |
| BSE Ltd. | Capital Markets | Domestic Equities | 3.44% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 3.35% |
| Physicswallah Ltd. | Other Consumer Services | Domestic Equities | 3.28% |
| Lalithaa Jewellery Mart Ltd. | Consumer Durables | Domestic Equities | 3.26% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 3.14% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 3.06% | |
| RBL Bank Ltd. | Banks | Domestic Equities | 2.69% |
| KFin Technologies Ltd. | Capital Markets | Domestic Equities | 2.48% |
| DCB Bank Ltd. | Banks | Domestic Equities | 2.44% |
| CRISIL Ltd. | Finance | Domestic Equities | 2.43% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Domestic Equities | 2.43% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 2.41% |
| The Jammu & Kashmir Bank Ltd. | Banks | Domestic Equities | 2.28% |
| Amagi Media Labs Ltd. | IT - Services | Domestic Equities | 2.24% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 2.07% |
| Hexaware Technologies Ltd. | IT - Software | Domestic Equities | 1.76% |
| Acutaas Chemicals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.55% |
| Yatra Online Ltd | Leisure Services | Domestic Equities | 1.54% |
| Birlasoft Ltd. | IT - Software | Domestic Equities | 1.50% |
| ICICI Prudential Asset Management Company Ltd. | Capital Markets | Domestic Equities | 1.34% |
| Mastek Ltd. | IT - Software | Domestic Equities | 1.14% |
| Redington Ltd. | Commercial Services & Supplies | Domestic Equities | 0.90% |
| Nephrocare Health Services Ltd. | Healthcare Services | Domestic Equities | 0.69% |
| Electronics Mart India Ltd. | Retailing | Domestic Equities | 0.41% |
| Religare Enterprises Ltd. | Finance | Domestic Equities | 0.27% |
| Total | 100.00% | ||
Ajay has 10 years’ rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.
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 Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
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.
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