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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 · 3.05%Inception · 25-07-2025
NAV
₹12.82
+0.06% · as of 14-10-2026
Since inception
21.90%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹108 Cr
AUM
Expense ratio
3.05%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +21.90% CAGR vs benchmark +11.87%.

Portfolio

Where the money is invested

Top holdings

Aditya Infotech Limited7.71%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-5.23%
Shriram Finance Limited5.22%
ADITYA BIRLA CAPITAL LIMITED EQ5.19%
STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/-4.95%
SHADOWFAX TECHNOLOGIES PRIVATE LIMITED EQ4.70%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-4.46%
Shaily Engineering Plastics Limited4.40%
ICICI Prudential Asset Management Company Limited4.28%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-3.50%

Sector allocation

Capital Goods31.43%
Financial Services17.95%
Automobile and Auto Components16.68%
Services8.20%
Healthcare7.63%
Chemicals4.46%
Metals & Mining3.25%
Consumer Services3.05%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 21.9% p.a.
₹10,000
10 years
Projected value
₹43,29,949
Invested: ₹12,00,000
Gained: ₹31,29,949
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, 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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