58
Banking & FinancialHold
Motilal Oswal Services
Motilal Oswal · Direct–Growth · rank #11 of 31 by Smart Score
Data updated
Trailing returns
1 Year
13.3%
+11.9% vs index
3 Years
—
5 Years
—
Since launch
15.5%
Year-by-year performance
2026
+10.2%+15.2% vs index
Why this score
Motilal Oswal Services scores 58/100 — #11 of 31 Banking & Financial fund (Hold). It stands out for alpha and volatility — beating 94% of peers on alpha. The main drag is its fund size (better than only 8% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Alpha11.93 · 94th percentile in category
Fund size132.15 Cr · 8th percentile in category
Volatility15.35 · 81st percentile in category
Expense ratio1.34% · 18th percentile in category
Sortino ratio0.84 · 80th percentile in category
1Y return13.31% · 90th percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd6.62%
2.Aster DM Healthcare Ltd5.17%
3.Aditya Birla Capital Ltd5.05%
4.Apollo Hospitals Enterprise Ltd4.94%
5.Aditya Birla Sun Life AMC Ltd4.67%
34 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.