Motilal Oswal Innovation Opportunities Fund

Motilal Oswal Innovation Opportunities Fund

Equity

Motilal Oswal Mutual Fund

Equity - Other

Get the latest NAV of Motilal Oswal Innovation Opportunities Fund. 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.

₹11.39

▲2%1D

NAV as on 25 Mar 2026

12.64%/per year

Since Inception

Absolute Gain%

▲▼

1039 people have invested ₹ 1.4Cr in Motilal Oswal Innovation Opportunities Fund 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 (25-Mar-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-4.94%
-10.06%
-12.97%
6.73%
--
--
Nifty 500
-8.77%
-10.05%
-5.82%
0.54%
14.42%
11.98%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.37%
6.44%
13.1%
23.83%
33.39%
28.15%
Worst in Equity - Other
-11.37%
-19.31%
-20.16%
-13.98%
7.5%
6.61%

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
-
471Cr
0.89%
6.73%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.65%
5.15%
22.75%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.73%
5.53%
21.86%
7.04
0.84
1.44
2.85
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
4.04%
20.02%
3.82
1.02
1.13
2.00
1.38
See all

Motilal Oswal Innovation Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

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Profit

Total Corpus

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Motilal Oswal Innovation Opportunities Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Small cap
50.8%
Mid cap
21.5%
Large cap
9.4%
Small Cap allocation has gone down from 51.4% to 50.8%
Small Cap allocation has gone down from 51.4% to 50.8%
Mid Cap allocation has gone down from 26% to 21.5%
Mid Cap allocation has gone down from 26% to 21.5%
Large Cap allocation has gone down from 14.1% to 9.4%
Large Cap allocation has gone down from 14.1% to 9.4%
Cash allocation has gone up from 5.3% to 13.9%
Cash allocation has gone up from 5.3% to 13.9%

Motilal Oswal Innovation Opportunities Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
29.8%
Consumer Cyclical
21.4%
Tech
16.8%
Industrial
14.3%
Utilities
5.1%
Basic Materials
3.2%
Real Estate
3.2%
Communication
3.1%
Health
3%

Top 3 Sectors in February were Tech, Financial Services & Consumer Cyclical

Feb'26

Tech

36%

Consumer Cyclical

23%

Industrial

20%

Jan'26

Tech

30%

Financial Services

22%

Consumer Cyclical

21%

Motilal Oswal Innovation Opportunities Fund Holdings Details

as on (28-Feb-26)

Top Stocks bought last month
CG Power & Industrial Solutions Ltd's allocation increased from 3.08% to 4.58%
CG Power & Industrial Solutions Ltd's allocation increased from 3.08% to 4.58%
InterGlobe Aviation Ltd's allocation increased from 3.7% to 4.86%
InterGlobe Aviation Ltd's allocation increased from 3.7% to 4.86%
Global Health Ltd's allocation increased from 2.88% to 3.96%
Global Health Ltd's allocation increased from 2.88% to 3.96%
Top Stocks sold last month
JM Financial Ltd's allocation decreased from 4.14 % to 4.09 %
JM Financial Ltd's allocation decreased from 4.14 % to 4.09 %
Restaurant Brands Asia Ltd Ordinary Shares's allocation decreased from 3.38 % to 3.37 %
Restaurant Brands Asia Ltd Ordinary Shares's allocation decreased from 3.38 % to 3.37 %
Chalet Hotels Ltd's allocation decreased from 3.37 % to 3.12 %
Chalet Hotels Ltd's allocation decreased from 3.37 % to 3.12 %

Motilal Oswal Innovation Opportunities Fund Overview

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

Expense ratio0.89%
Benchmark
Nifty 500 Total Return Index TR IDR
AUM₹471 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 is an equity fund. This fund was started on 18 February, 2025. The fund is managed by Atul Mehra, Rakesh Shetty, Swapnil Mayekar, Varun Sharma. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Innovation Opportunities Fund has ₹471 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Motilal Oswal Innovation Opportunities Fund has given a CAGR return of 12.64% since inception. Over the last 1 year the fund has given a CAGR return of 6.73%.

Holdings

Motilal Oswal Innovation Opportunities Fund has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Industrial, Financial Services, Health, Consumer Defensive, Basic Materials. Its top holdings are InterGlobe Aviation Ltd, CG Power & Industrial Solutions Ltd, Emmvee Photovoltaic Power Ltd, Bharat Heavy Electricals Ltd, PG Electroplast 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

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 has no lock in period.

Fund Manager

Atul Mehra

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

Rakesh Shetty

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

Swapnil Mayekar

Fund Manager of Motilal Oswal Innovation Opportunities Fund, since 18 November 2025

Varun Sharma

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 470.8 Cr
₹ 469.6 Cr
₹ 489.8 Cr
  • AUM of the fund stands at 470.8 Cr as of Feb'26
  • AUM increased by 1.2 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Motilal Oswal Innovation Opportunities Fund

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 ₹11.39. 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.

What is the return on the fund?

Motilal Oswal Innovation Opportunities Fund fund has generated a return of 6.73% in 1 year

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

The fund managers are Atul Mehra, Rakesh Shetty, Swapnil Mayekar, Varun Sharma.

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 0.89%. 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 ₹471 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 InterGlobe Aviation Ltd(4.86%), CG Power & Industrial Solutions Ltd(4.58%), Emmvee Photovoltaic Power Ltd(4.52%)