Motilal Oswal Financial Services Fund
Direct · Growth ₹10.91
10 Aug 2026
NAV
—
Sharpe
-11.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
Not enough data to compute SIP returns.
Not enough data to compute rolling returns.
-11.4%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-2.8%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.55 | 1.16 | 127.5% | 99.5% | 8.3% | -4.4% |
| 3 Years | +5.52 | 1.16 | 127.5% | 99.5% | 2.7% | -1.5% |
| 5 Years | +3.73 | 1.16 | 127.5% | 99.5% | 1.6% | -0.9% |
| 7 Years | +2.98 | 1.16 | 127.5% | 99.5% | 1.1% | -0.7% |
| 10 Years | +2.40 | 1.16 | 127.5% | 99.5% | 0.8% | -0.5% |
| 12 Years | +2.18 | 1.16 | 127.5% | 99.5% | 0.7% | -0.4% |
| 15 Years | +1.95 | 1.16 | 127.5% | 99.5% | 0.5% | -0.3% |
25
Total Holdings
53.3%
Top 10 Weight
5
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd | 8.88% |
| 2 | HDFC Bank Ltd | 8.08% |
| 3 | Bajaj Finance Ltd | 7.09% |
| 4 | State Bank of India | 5.67% |
| 5 | Axis Bank Ltd | 5.05% |
| 6 | Indusind Bank Ltd | 4.19% |
| 7 | Shriram Finance Limited | 3.87% |
| 8 | Ujjivan Small Finance Bank Limited | 3.72% |
| 9 | AU Small Finance Bank Limited | 3.50% |
| 10 | RBL Bank Limited | 3.30% |