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.

₹11.54

▲0.9%1D

NAV as on 21 May 2025

15.41%/per year

Since Inception

Absolute Gain%

▲▼

670 people have invested ₹ 33.2L 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 (21-May-25)

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

Period
This Fund
Nifty 500
Category Avg
1 Month
4.59%
3.29%
-
3 Months
15.41%
9.86%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Innovation Opportunities Fund
-
159Cr
1.31%
-
-
15.41%
ICICI Prudential India Opportunities Fund Direct Growth
1/39
27,197Cr
0.64%
15.26%
27.77%
23.33%
ICICI Prudential Business Cycle Fund Direct Growth
2/39
12,375Cr
0.72%
10.71%
25.54%
23.44%
ICICI Prudential Exports and Services Fund Direct Growth
3/39
1,362Cr
1.65%
14.02%
22.98%
19.46%
See all

Motilal Oswal Innovation Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Innovation Opportunities Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 88.7%

Debt & Cash 11.3%

Large cap
40.2%
Mid cap
26.8%
Small cap
21.7%

Motilal Oswal Innovation Opportunities Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 88.7%

Debt & Cash 11.3%

Motilal Oswal Innovation Opportunities Fund Holdings Details

as on (30-Apr-25)

Equity

Motilal Oswal Innovation Opportunities Fund Direct Growth Overview

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

Expense ratio1.31%
Benchmark
Nifty 500 Total Return Index TR IDR
AUM₹159 Cr
Inception Date18 February, 2025
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
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 Niket Shah. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Innovation Opportunities Fund Direct Growth has ₹159 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 1.3.

Returns

Motilal Oswal Innovation Opportunities Fund Direct Growth has given a CAGR return of 15.41% since inception.

Holdings

Motilal Oswal Innovation Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Communication, Real Estate, Health. Its top holdings are Bajaj Finance Ltd, Hitachi Energy India Ltd Ordinary Shares, InterGlobe Aviation Ltd, Bharti Airtel Ltd, Coforge 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

Niket Shah

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

Learn more about Motilal Oswal Mutual Fund

Frequently Asked Questions for Motilal Oswal Innovation Opportunities Fund Direct Growth

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

The current NAV of Motilal Oswal Innovation Opportunities Fund Direct Growth is ₹11.54 as on 21-May-2025.

What are the average returns of Motilal Oswal Innovation Opportunities Fund Direct Growth?

Existing (Absolute + CAGR) as on 21-May-2025.
Motilal Oswal Innovation Opportunities Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
4.59%
4.59%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Motilal Oswal Innovation Opportunities Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Motilal Oswal Innovation Opportunities Fund Direct Growth?

1.31% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Innovation Opportunities Fund Direct Growth?

₹159 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Innovation Opportunities Fund Direct Growth?

Bajaj Finance Ltd(7.29%), Hitachi Energy India Ltd Ordinary Shares(6.49%), InterGlobe Aviation Ltd(6.47%), Bharti Airtel Ltd(5.85%), Coforge Ltd(5.73%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Innovation Opportunities Fund Direct Growth has invested in?

Financial Services(25.26%), Industrial(23.89%), Consumer Cyclical(13.02%) as on April 2025

What is the alpha of Motilal Oswal Innovation Opportunities Fund Direct Growth?

The alpha ratio for the Motilal Oswal Innovation Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Innovation Opportunities Fund Direct Growth
-
-
-
As on April 2025
The alpha for Motilal Oswal Innovation Opportunities Fund Direct Growth is calculated against Nifty 500 Total Return Index TR IDR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Innovation Opportunities Fund Direct Growth??

The Beta ratio for the Motilal Oswal Innovation Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Innovation Opportunities Fund Direct Growth
-
-
-
As on April 2025
The Beta for Motilal Oswal Innovation Opportunities Fund Direct Growth is calculated with Nifty 500 Total Return Index TR IDR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Innovation Opportunities Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Innovation Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Innovation Opportunities Fund Direct Growth
-
-
-
As on April 2025
The sharpe ratio for Motilal Oswal Innovation Opportunities Fund Direct Growth is calculated with Nifty 500 Total Return Index TR IDR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Innovation Opportunities Fund Direct Growth?

The standard deviation for the Motilal Oswal Innovation Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Innovation Opportunities Fund Direct Growth
-
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

Who is the manager of Motilal Oswal Innovation Opportunities Fund Direct Growth?

Niket Shah is the fund manager of Motilal Oswal Innovation Opportunities Fund Direct Growth

What is the exit load of Motilal Oswal Innovation Opportunities Fund Direct Growth?

The Exit load of Motilal Oswal Innovation Opportunities Fund Direct Growth is 1%