myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Services

Opening:

20th May 2025

Closing:

3rd June 2025

Minimum Investment:

Rs.500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV - If redeemed within 90 days from the day of allotment.

Fund Stats

Objective:

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.

Benchmark:

NIFTY SERVICE SECTOR

Fund Manager:

Ajay Khandelwal, Bhalchandra Shinde, Atul Mehra, Rakesh Shetty, Sunil Sawant

Asset Allocation

80%-100% Equity upto 20% Debt

upto 5% Money Market upto 5% Others

Comparable existing schemes

Sundaram Services Fund	2.82(6M)	12.55(1Y)
Not Available	Not Available	Not Available

Fund Prognosis

Idea Distiller

Services comprise the largest and fastest frowing economic segment in the country.

Fund House AAUM:
Rs.9931829.68 lakhs(as on 31st March, 2025)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Very high. Just one existing competitor. And with renewed interest in the segment, the potential is enormous.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028