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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.
Benchmark · NIFTY 500 TRITER · 2.47%Inception · 25-07-2025
NAV
₹11.42
+0.56% · as of 29-05-2026
Since inception
11.83%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹70 Cr
AUM
Expense ratio
2.47%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +11.83% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
MUTHOOT FINANCE LIMITED EQ6.26%
Shriram Finance Limited5.65%
Jain Resource Recycling Limited5.50%
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-5.27%
WAAREE ENERGIES LIMITED EQ5.22%
ADITYA BIRLA CAPITAL LIMITED EQ5.00%
ICICI Prudential AMC Ltd4.67%
Billionbrains Garage Ventures Limited4.29%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-4.09%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-3.76%
Sector allocation
Financial Services32.39%
Automobile and Auto Components20.62%
Capital Goods17.64%
Services5.84%
Metals & Mining5.50%
Healthcare5.48%
Information Technology4.82%
Consumer Services3.28%
Oil, Gas & Consumable Fuels2.45%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.8% p.a.₹10,000
10 years
Projected value
₹23,00,015
Invested: ₹12,00,000
Gained: ₹11,00,015
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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