Motilal Oswal Services Fund

Ticker: mf13870
Risky 48/100

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Business Overview

Motilal Oswal Services Fund is a dynamic investment vehicle designed for investors looking to capitalize on the growth potential of the Indian economy. This fund is ideal for individuals seeking long-term wealth creation through a diversified portfolio of high-quality stocks. With a strong focus on research-driven investment strategies, it aims to deliver consistent returns while managing risk effectively. Join a community of savvy investors who trust Motilal Oswal to navigate the complexities of the market.

  • Focus on long-term wealth creation
  • Diversified portfolio of quality stocks
  • Research-driven investment strategies
  • Effective risk management
  • Ideal for growth-oriented investors

Investment Thesis

Motilal Oswal Services Fund stands out due to its robust promoter credibility, a strong growth trajectory in digital services, and attractive valuations compared to peers. This combination positions it well for long-term gains, making it an appealing choice for Indian retail investors.

  • Strong promoter group with a proven track record in financial services.
  • Significant growth potential in digital services, aligning with market trends.
  • Attractive valuation metrics compared to industry peers, offering a margin of safety.
  • Focus on innovation and technology to enhance service delivery.
  • Solid historical performance and commitment to investor interests.

Opportunity vs Risk

Opportunities
  • Strong brand recognition
  • Diverse investment options
  • Experienced management team
  • Growing retail investor base
Risks ⚠️
  • Market volatility
  • Regulatory changes
  • Economic downturns
  • High competition

Peer Perspective

Motilal Oswal Services Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and accelerates growth in AUM.
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Services Fund • Updated: 2025-09-29 14:12:23
  • 8
    Business
    High
    The sector is evolving with a focus on digital transformation, but competition is intense.
  • 10
    Growth
    High
    Revenue growth has been steady, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow generation is inconsistent.
  • 9
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are significant.
  • 1
    Technicals
    Low
    Market sentiment is weak, with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but faces significant risks and challenges that could impact future performance.


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