Motilal Oswal Innovation Opportunities Fund Direct Growth

Motilal Oswal Innovation Opportunities Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Equity - Other

Get the latest NAV of Motilal Oswal Innovation Opportunities Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹13.20

▼-0.9%1D

NAV as on 18 Nov 2025

31.97%/per year

Since Inception

Absolute Gain%

▲▼

1381 people have invested ₹ 1.6Cr in Motilal Oswal Innovation Opportunities Fund Direct Growth in the last three months

Motilal Oswal Innovation Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (18-Nov-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.22%
4.4%
14.12%
--
--
--
Nifty 500
0.96%
3.89%
4.17%
8.79%
15.28%
17.61%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
5.23%
15.27%
21.79%
35.89%
31.12%
33.85%
Worst in Equity - Other
-2.21%
-4.91%
-1.57%
-5.23%
8.56%
12.2%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Innovation Opportunities Fund
-
461Cr
1.02%
-
-
--
--
--
--
--
ICICI Prudential Business Cycle Fund Direct Growth
1/45
15,091Cr
0.76%
16.91%
23.9%
7.40
0.83
1.33
2.59
1.58
ICICI Prudential India Opportunities Fund Direct Growth
2/45
32,669Cr
0.66%
14.22%
24.37%
7.82
0.82
1.38
2.64
1.61
Nippon India Quant Fund Direct Growth
3/45
107Cr
0.53%
9.64%
20.58%
5.55
0.99
1.00
1.74
1.81
See all

Motilal Oswal Innovation Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Motilal Oswal Innovation Opportunities Fund Asset Allocation

See fund asset allocation details as on (14-Nov-25)

Fund Distribution

as on (14-Nov-25)

Small cap
42.5%
Mid cap
32.6%
Large cap
15%
Mid Cap allocation has gone up from 31.6% to 32.6%
Mid Cap allocation has gone up from 31.6% to 32.6%
Large Cap allocation has gone down from 16.8% to 15%
Large Cap allocation has gone down from 16.8% to 15%
Small Cap allocation has gone down from 44.1% to 42.5%
Small Cap allocation has gone down from 44.1% to 42.5%
Cash allocation has gone up from 4.5% to 7.7%
Cash allocation has gone up from 4.5% to 7.7%

Motilal Oswal Innovation Opportunities Fund Sector Allocation

See fund sector allocation details as on (14-Nov-25)

Sector Allocation

Financial Services
28.5%
Industrial
26.9%
Consumer Cyclical
14.7%
Tech
11.3%
Communication
6.6%
Real Estate
6.4%
Health
5.6%

Top 3 Sectors in October were Financial Services, Consumer Cyclical & Industrial

Oct'25

Financial Services

30%

Tech

21%

Consumer Cyclical

19%

Sep'25

Financial Services

28%

Consumer Cyclical

21%

Industrial

20%

Motilal Oswal Innovation Opportunities Fund Holdings Details

as on (31-Oct-25)

Top Stocks bought last month
IDFC First Bank Ltd's allocation increased from 3.55% to 5.84%
IDFC First Bank Ltd's allocation increased from 3.55% to 5.84%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 3.76% to 5.78%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 3.76% to 5.78%
PG Electroplast Ltd's allocation increased from 2.61% to 3.24%
PG Electroplast Ltd's allocation increased from 2.61% to 3.24%
Top Stocks sold last month
Kaynes Technology India Ltd's allocation decreased from 5.98 % to 4.85 %
Kaynes Technology India Ltd's allocation decreased from 5.98 % to 4.85 %
Syrma SGS Technology Ltd's allocation decreased from 5.26 % to 4.75 %
Syrma SGS Technology Ltd's allocation decreased from 5.26 % to 4.75 %
Cummins India Ltd's allocation decreased from 3.99 % to 3.77 %
Cummins India Ltd's allocation decreased from 3.99 % to 3.77 %

Motilal Oswal Innovation Opportunities Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.02%
Benchmark
Nifty 500 Total Return Index TR IDR
AUM₹461 Cr
Inception Date18 February, 2025
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
38%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Innovation Opportunities Fund

Motilal Oswal Innovation Opportunities Fund Direct Growth is an equity fund. This fund was started on 18 February, 2025. The fund is managed by Rakesh Shetty, Niket Shah, Atul Mehra, Sunil Sawant. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Innovation Opportunities Fund Direct Growth has ₹461 Cr worth of assets under management (AUM) as on Nov 2025 and is more than category average.
  2. The fund has an expense ratio 1.

Returns

Motilal Oswal Innovation Opportunities Fund Direct Growth has given a CAGR return of 31.97% since inception.

Holdings

Motilal Oswal Innovation Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Real Estate, Utilities, Consumer Defensive, Communication, Health, Basic Materials. Its top holdings are IDFC First Bank Ltd, Ujjivan Small Finance Bank Ltd Ordinary Shares, Kaynes Technology India Ltd, Syrma SGS Technology Ltd, Cummins India Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Motilal Oswal Innovation Opportunities Fund Direct Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Innovation Opportunities Fund Direct Growth has no lock in period.

Fund Manager

Rakesh Shetty

Fund Manager of Motilal Oswal Innovation Opportunities Fund Direct Growth, since 18 February 2025

Niket Shah

Fund Manager of Motilal Oswal Innovation Opportunities Fund Direct Growth, since 18 February 2025

Atul Mehra

Fund Manager of Motilal Oswal Innovation Opportunities Fund Direct Growth, since 18 February 2025

Sunil Sawant

Fund Manager of Motilal Oswal Innovation Opportunities Fund Direct Growth, since 18 February 2025

Learn more about Motilal Oswal Mutual Fund
Parameters
Oct'25
Sep'25
Aug'25
AUM
₹ 460.6 Cr
₹ 393 Cr
₹ 325.4 Cr
  • AUM of the fund stands at 460.6 Cr as of Oct'25
  • AUM increased by 67.7 Cr between Oct'25 and Sep'25

Frequently Asked Questions for Motilal Oswal Innovation Opportunities Fund Direct Growth

How do I invest in Motilal Oswal Innovation Opportunities Fund?

INDmoney makes it simple to invest in the Motilal Oswal Innovation Opportunities Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Innovation Opportunities Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal Innovation Opportunities Fund?

The NAV of the fund today is ₹13.20. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Motilal Oswal Innovation Opportunities Fund?

The fund managers are Rakesh Shetty, Niket Shah, Atul Mehra, Sunil Sawant.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-3 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.02%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹461 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Innovation Opportunities Fund?

The top 3 holdings of the fund are IDFC First Bank Ltd(5.84%), Ujjivan Small Finance Bank Ltd Ordinary Shares(5.78%), Kaynes Technology India Ltd(4.85%)