Motilal Oswal Financial Services Fund NFO: Launch Date, Investment Objective, Strategy & Key Details
- Gabriela Galeena
- 2 days ago
- 3 min read
Motilal Oswal Mutual Fund has announced the launch of Motilal Oswal Financial Services Fund, an open-ended equity scheme that aims to provide long-term capital appreciation by investing predominantly in companies operating within India’s financial services sector.
The fund will invest across market capitalisations in businesses such as banks, NBFCs, insurance companies, fintech firms, asset management companies, stock exchanges, and other financial intermediaries. As a sectoral fund, it carries a very high risk profile and is suited for investors with a long-term horizon and a higher risk appetite.
The primary objective of the scheme is to generate long-term capital appreciation by investing in equity and equity-related instruments of companies that derive a majority of their income from financial services businesses. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
The fund follows an actively managed strategy and invests mainly in companies forming part of India’s financial ecosystem. This includes banks, insurance providers, fintech platforms, stock broking firms, exchanges, asset managers, credit rating agencies, housing finance companies, and payment businesses.
NFO Schedule
Launch Date | January 27, 2026 |
End Date | February 10, 2026 |
Reopening Date | February 20, 2026 |
Minimum Investment Requirement
Investment Type | Minimum Amount |
|---|---|
Lump sum (NFO & ongoing) | ₹500 and multiples of Re. 1 thereafter |
Additional purchase | ₹500 and multiples of Re. 1 thereafter |
SIP (Daily) | ₹100 and multiples of Re. 1 thereafter |
SIP (Weekly, Fortnightly, Monthly ) | ₹500/- and multiples of Re. 1 thereafter |
SIP(Quarterly) | ₹1,500/- and multiples of Re. 1 thereafter |
SIP(Annual) | ₹6,000/- and multiples of Re. 1 thereafter |
NFO Price | ₹10 per unit |
Exit Load
An exit load of 1% is applicable if units are redeemed or switched out within 90 days from the date of allotment. After 90 days, no exit load is applicable.
Benchmark: Nifty Financial Services Total Return Index (TRI)
Fund Managers
Ajay Khandelwal: Over 13 years of experience in equity research and fund management. He holds an engineering degree along with a PGDM (MBA) and has completed CFA Level III. Before joining Motilal Oswal Asset Management Company, he was associated with Canara Robeco Asset Management Company, where he managed the Small Cap Fund. At Motilal Oswal, he is responsible for several flagship equity schemes, including flexi-cap, large-cap, mid-cap, thematic, and factor-based funds. His investment approach is rooted in Motilal Oswal AMC’s QGLP philosophy, focusing on quality businesses with sustainable growth, long-term longevity, and reasonable valuations. His experience across business cycles and sectoral investing adds depth to the management of a concentrated financial services strategy.
Atul Mehra brings over 15 years of experience in equity markets and is a CFA Charterholder. He holds a master’s degree in commerce from Mumbai University and began his career in equity research at Edelweiss Capital. He joined Motilal Oswal Asset Management Company in 2013 and currently serves as a Senior Vice President and Fund Manager. Atul Mehra manages and co-manages multiple diversified and thematic equity funds across market capitalisations. His core strengths lie in sector research, business analysis, and identifying long-term structural growth opportunities, particularly within India’s financial ecosystem that includes banks, insurers, asset managers, and emerging fintech platforms.
Asset Allocation
Instruments | Minimum | Maximum |
|---|---|---|
Equity and Equity related instruments (financial services) | 80% | 100% |
Equity of other sectors | 0% | 20% |
Debt and Money Market Securities | 0% | 20% |
REITs/InvITs | 0% | 10% |
Units of mutual funds | 0% | 5% |
The scheme may also invest selectively in overseas securities within SEBI-prescribed limits.
Want to read more?
Subscribe to finsightsbysquareleague.com to keep reading this exclusive post.
