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Motilal Oswal Mutual Fund · Equity: Thematic-Special-Opportunities
Motilal Oswal Special Opportunities Fund-Regular Plan-Growth
To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized.
EquityBenchmark · Nifty 500 TRITER · 2.47%Inception · 25-07-2025
NAV
₹11.61
-0.22% · as of 13-07-2026
Since inception
13.64%
CAGR
Benchmark (inception)
12.17%
CAGR
Fund size
₹74 Cr
AUM
Expense ratio
2.47%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +13.64% CAGR vs benchmark +12.17%.
Portfolio
Where the money is invested
Top holdings
Aditya Infotech Limited6.44%
MUTHOOT FINANCE LIMITED EQ6.14%
STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/-5.74%
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-5.46%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-5.40%
ADITYA BIRLA CAPITAL LIMITED EQ5.04%
Shriram Finance Limited4.98%
ICICI Prudential Asset Management Company Limited4.78%
Shaily Engineering Plastics Limited4.76%
WAAREE ENERGIES LIMITED EQ4.27%
Sector allocation
Capital Goods27.76%
Financial Services24.49%
Automobile and Auto Components22.66%
Healthcare8.39%
Services4.20%
Metals & Mining3.65%
Consumer Services3.24%
Chemicals2.83%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.6% p.a.₹10,000
10 years
Projected value
₹25,64,151
Invested: ₹12,00,000
Gained: ₹13,64,151
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. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153751
ISIN (Growth)
INF247L01FV0
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Special-Opportunities funds
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