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Equity: Thematic-Special-Opportunities
Motilal Oswal Mutual Fund
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 · 2.99%Inception · 25-07-2025
NAV
12.30
-0.45% · as of 25-08-2026
Since inception
20.15%
CAGR
Benchmark (inception)
12.17%
CAGR
Fund size
₹82 Cr
AUM
Expense ratio
2.99%
31-07-2026
Performance

Returns vs benchmark & category

Since inception: +20.15% 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?

@ 20.1% p.a.
₹10,000
10 years
Projected value
₹38,61,051
Invested: ₹12,00,000
Gained: ₹26,61,051
Start this SIP →

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. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty and 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

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