Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused Fund
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Motilal Oswal Nifty Services Sector ETF is an ETF fund and Sundaram Focused Fund is a Focused fund. Motilal Oswal Nifty Services Sector ETF charges 0.78% a year and Sundaram Focused Fund 1.36%. Their portfolios overlap 36.4%: they hold 12 of the same securities.
Motilal Oswal Nifty Services Sector ETF
ETF
- Expense ratio
- 0.78%
- NAV
- ₹31.03
Which is better, Motilal Oswal Nifty Services Sector ETF or Sundaram Focused? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal Nifty Services Sector ETF costs less: 0.78% a year against 1.36%.
- Sundaram Focused fell less in its worst fall since 27-11-2025: −13.7% against −16.8%.
- Motilal Oswal Nifty Services Sector ETF holds more in large companies: 96.8% of the fund in large caps against 58.2%.
- Sundaram Focused is the larger fund: ₹1,032 Cr against ₹6 Cr.
- Their portfolios overlap 36.4%: 12 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Motilal Oswal Nifty Services Sector ETF | Sundaram Focused Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Sundaram Mutual Fund |
| Category | ETF | Focused |
| AUM | ₹6 Cr (30-09-2026) | ₹1,032 Cr (30-09-2026) |
| NAV | ₹31.03 | ₹176.62 (Direct) |
| Expense ratio (Direct) | Not available | 1.36% |
| Expense ratio (Regular) | Not available | 2.34% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Services Sector TRI | Nifty 500 TRI |
| Launch date | 24-11-2025 | 02-01-2013 |
| Minimum investment | Ongoing Basis: On Exchange: Investors can buy/sell units of the Scheme in round lots of 1 unit and in multiples thereof. Directly with the Mutual Fund: For Eligible investors: Transactions must be in multiple of unit creation size and the execution value | New Investor – Rs.300/- |
| Lock in | None | None |
| Fund managers | Swapnil Mayekar, Dishant Mehta, Rakesh Shetty | Ashwin Jain, Shalav Saket |
| Exit load | Nil | Exit load of 0.25% if redeemed within 7 days. |
Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Services Sector ETF | +6.44% | −0.99% | +2.62% | -- | -- | -- | -- |
| Sundaram Focused Fund (Direct) | −1.63% | −4.22% | +3.28% | −2.25% | +10.30% | -- | -- |
| Focused average | −1.00% | −4.12% | +1.39% | −3.09% | +12.30% | -- | -- |
Category average: the average of the 28 Focused funds, same plan type.
Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused: Year-wise Returns
| Year | Motilal Oswal Nifty Services Sector ETFMotilal Oswal Nifty Services Sector ETF | Sundaram FocusedSundaram Focused |
|---|---|---|
| 2026to date | −7.74% | −2.95% |
| 2025 | -- | +3.02% |
| 2024 | -- | +18.46% |
| 2023 | -- | +25.71% |
Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused: Rolling Returns
Every holding period of both funds, against Nifty Services Sector TRI, the benchmark of Motilal Oswal Nifty Services Sector ETF
Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal Nifty Services Sector ETF | Sundaram Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | −9.70% | +8.45% |
| Standard deviation | 14.99% | 13.79% |
| Sharpe ratio | -1.00 | 0.19 |
| Sortino ratio | -1.36 | 0.25 |
| Maximum drawdown | −16.8% (31-03-2026) | −20.1% (20-06-2022) |
| Beta | 1.00 | 0.93 |
| Alpha | −0.56% | −0.27% |
From daily NAVs, 27-11-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Motilal Oswal Nifty Services Sector ETF
Sundaram Focused Fund (Direct)
Nifty Services Sector TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Services Sector ETF | −16.8% | 27-11-2025 | 31-03-2026 | Not yet | -- | −9.0% |
| Sundaram Focused Fund (Direct) | −13.7% | 02-01-2026 | 31-03-2026 | 29-07-2026 | 4 months | −7.1% |
| Nifty Services Sector TRI | −16.7% | 27-11-2025 | 30-03-2026 | Not yet | -- | −8.5% |
From daily values since 27-11-2025, the first day every fund has.
Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Nifty Services Sector ETF, September 2026; Sundaram Focused Fund, September 2026
Holdings in common
- Overlap
- 36.4%
- Held by both
- 12
- Only in Motilal Oswal Nifty Services Sector ETF
- 18
- Only in Sundaram Focused
- 17
| Security | % of Motilal Oswal Nifty Services Sector ETF | % of Sundaram Focused |
|---|---|---|
| ICICI Bank Limited | 7.02% | 6.87% |
| Bharti Airtel Limited | 10.03% | 5.88% |
| HDFC Bank Limited | 8.04% | 3.93% |
| InterGlobe Aviation Limited | 3.52% | 3.20% |
| Infosys Limited | 10.13% | 2.96% |
| State Bank of India | 2.94% | 3.96% |
| Apollo Hospitals Enterprise Limited | 2.61% | 3.56% |
| Kotak Mahindra Bank Ltd | 2.27% | 5.33% |
| Axis Bank Limited | 2.61% | 2.05% |
| Avenue Supermarts Limited | 1.91% | 3.36% |
| HCL Technologies Limited | 4.04% | 1.21% |
| SBI Life Insurance Company Limited | 0.57% | 2.96% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 36.4% means 36.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Motilal Oswal Nifty Services Sector ETF
| Security | % of fund |
|---|---|
| Eternal Limited | 7.23% |
| Tata Consultancy Services Limited | 6.52% |
| NTPC Limited | 4.78% |
| Adani Ports and Special Economic Zone Limited | 4.39% |
| Power Grid Corporation of India Limited | 3.68% |
Largest holdings only in Sundaram Focused Fund
| Security | % of fund |
|---|---|
| Happy Forgings Ltd | 7.36% |
| TVS Motor Company Ltd | 6.67% |
| Craftsman Automation Ltd | 6.13% |
| Sedemac Mechatronics Ltd | 4.20% |
| City Union Bank Ltd | 3.38% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Nifty Services Sector ETF | Sundaram Focused |
|---|---|---|
| Equity | 99.9% | 95.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.1% | 4.4% |
Market cap of stocks
| Market cap | Motilal Oswal Nifty Services Sector ETF | Sundaram Focused |
|---|---|---|
| Large Cap | 96.8% | 58.2% |
| Mid Cap | 3.2% | 8.3% |
| Small Cap | 0.0% | 29.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Motilal Oswal Nifty Services Sector ETF | Sundaram Focused |
|---|---|---|
| Banks | 23.9% | 27.6% |
| IT - Software | 25.1% | 0.0% |
| Power | 13.0% | 0.0% |
| Auto Components | 0.0% | 10.3% |
| Telecom - Services | 10.0% | 5.9% |
| Retailing | 9.1% | 7.7% |
| Industrial Products | 0.0% | 7.4% |
| Automobiles | 0.0% | 6.7% |
| Healthcare Services | 4.8% | 3.6% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Nifty Services Sector ETF | Sundaram Focused Fund |
|---|---|---|
| Total expense ratio (Direct) | Not available | 1.36% |
| Base expense ratio (Direct) | 0.00% | 1.07% |
| Total expense ratio (Regular) | Not available | 2.34% |
| Base expense ratio (Regular) | 0.45% | 1.92% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Motilal Oswal Nifty Services Sector ETF vs Sundaram Focused Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Nifty Services Sector ETF and Sundaram Focused Fund?
Motilal Oswal Nifty Services Sector ETF is an ETF fund, Sundaram Focused Fund is a Focused fund, run by Motilal Oswal Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 36.4%. Motilal Oswal Nifty Services Sector ETF charges 0.78% a year and Sundaram Focused Fund 1.36%.
Which has the lower expense ratio, Motilal Oswal Nifty Services Sector ETF or Sundaram Focused Fund?
Motilal Oswal Nifty Services Sector ETF charges less: 0.78% a year against 1.36%. These are the total expense ratios reported to AMFI.
How much do Motilal Oswal Nifty Services Sector ETF and Sundaram Focused Fund overlap?
36.4%. They hold 12 of the same securities, the largest shared ones being ICICIBANK, BHARTIARTL, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Motilal Oswal Nifty Services Sector ETF or Sundaram Focused Fund?
On SEBI's riskometer, Motilal Oswal Nifty Services Sector ETF is rated Very High and Sundaram Focused Fund Very High. Over their common history, the standard deviation of daily returns was 14.99% and 13.79% a year.
Can I invest in both Motilal Oswal Nifty Services Sector ETF and Sundaram Focused Fund?
Yes. 36.4% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Motilal Oswal Nifty Services Sector ETF and Sundaram Focused Fund?
Motilal Oswal Nifty Services Sector ETF: Swapnil Mayekar, Dishant Mehta, Rakesh Shetty. Sundaram Focused Fund: Ashwin Jain, Shalav Saket.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.