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Motilal Oswal Mutual Fund · Equity: Thematic-Innovation
Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
EquityBenchmark · NIFTY 500 TRITER · 2.60%Inception · 18-02-2025
NAV
₹12.98
+0.58% · as of 29-05-2026
Since inception
22.99%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹525 Cr
AUM
Expense ratio
2.60%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +22.99% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
Collateralized Borrowing & Lending Obligation6.23%
Emmvee Photovoltaic Power Limited5.31%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-4.51%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-4.33%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.25%
AVALON TECHNOLOGIES LIMITED EQ NEW FV Rs.2/-4.15%
ADITYA BIRLA SUN LIFE AMC LIMITED EQ NEW FV Rs.5/-4.03%
LE TRAVENUES TECHNOLOGY LIMITED EQ3.92%
JM FINANCIAL LIMITED EQ NEW RE. 1/-3.90%
GLOBAL HEALTH LIMITED EQ3.68%
Sector allocation
Capital Goods25.35%
Financial Services15.48%
Consumer Services15.25%
Information Technology10.34%
Consumer Durables7.12%
Services4.25%
Healthcare4.07%
Chemicals3.06%
Fast Moving Consumer Goods3.00%
Automobile and Auto Components2.99%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 23.0% p.a.₹10,000
10 years
Projected value
₹46,54,638
Invested: ₹12,00,000
Gained: ₹34,54,638
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Atul Mehra, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153256
ISIN (Growth)
INF247L01EM2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Innovation funds
Bandhan Innovation Fund Reg Gr
₹13.69
1Y
+12.2%
3Y
+0.0%
5Y
+0.0%
Kotak Pioneer Fund Reg Gr
₹33.37
1Y
+11.6%
3Y
+20.9%
5Y
+15.9%
Baroda BNP Paribas Innovation Reg Gr
₹12.82
1Y
+8.5%
3Y
+0.0%
5Y
+0.0%
Union Innovation & Opportunities Fund Reg Gr
₹14.20
1Y
+6.4%
3Y
+0.0%
5Y
+0.0%
Axis Innovation Fund Reg Gr
₹18.96
1Y
+4.7%
3Y
+15.1%
5Y
+11.6%
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