How to check the XIRR of Motilal Oswal Services Fund - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Services Fund - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Services Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Services Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Services Fund - Direct Plan - Growth

Motilal Oswal Mutual Fund

Expense Ratio: 1.82

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty Services Sector TRI

Inception: 20-05-2025

Exit Load: Nil

Fund Size:₹96.57 Cr

Performance

Fund8.34%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund13.35%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Aster DM Healthcare Limited	Equity	Listed	Mid Cap	Healthcare Services	8.87	7.41%
2	Hexaware Technologies Limited	Equity	Listed	Small Cap	IT - Software	7.65	6.39%
3	Aditya Birla Sun Life AMC Limited	Equity	Listed	Small Cap	Capital Markets	6.77	5.66%
4	Aditya Infotech Limited	Equity	Listed	Small Cap	Industrial Manufacturing	6.45	5.39%
5	Aditya Birla Capital Limited	Equity	Listed	Mid Cap	Finance	6.39	5.34%
6	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services	6.36	5.32%
7	One 97 Communications Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)	5.54	4.63%
8	ICICI Prudential Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	5.24	4.38%
9	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	4.89	4.09%
10	PhysicsWallah Limited	Equity	Listed	Small Cap	Other Consumer Services	4.48	3.74%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	65506	+9.2%	+19.7%
SI	07 Jul, 25	80000	88479	+10.6%	+16.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.08 L.	+8.3%	+8.3%
SI	16 Jun, 25	1 L.	1.18 L.	+18.2%	+13.4%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.