Motilal Oswal Financial Services Fund - Direct Plan - Growth
Mutual Fund · Equity Scheme - Sectoral/ Thematic · As of 18 Oct 2026, 6:48 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
47/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 0.7 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹10.56
As of
16 Oct 2026
Fund History Available
0.7 yrs
Short history — treat all return figures with caution
Since-Inception Return (CAGR)
8.7%
Only 0.7 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
19.8%
Moderate
Sharpe Ratio (est.)
0.18
Weak risk-adj. return
Max Drawdown
-11.4%
Contained
Category
Equity Scheme - Sectoral/ Thematic
Fund House
Motilal Oswal Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,46,896
Estimated Gain
₹1,46,896
Risk Flags
Estimated Sharpe ratio (0.18) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
