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.

₹12.75

▼-2.8%1D

NAV as on 12 May 2026

21.93%/per year

Since Inception

Absolute Gain%

▲▼

870 people have invested ₹ 2.1Cr 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 (12-May-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
6.98%
1.94%
-3.19%
12.08%
--
--
Nifty 500
-0.21%
-5.71%
-6.45%
-0.94%
12.95%
12.21%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
1.35%
2.28%
5.24%
--
--
--
Worst in Equity - Other
1.21%
0.29%
2.51%
--
--
--

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
-
440Cr
0.9%
12.08%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/48
32,925Cr
0.67%
1.75%
20.34%
7.12
0.82
1.10
1.76
1.35
Aditya Birla Sun Life Special Opportunities Fund Dir
2/48
1,030Cr
1.28%
11.07%
21.51%
6.58
0.98
0.98
1.64
2.24
ICICI Prudential Business Cycle Fund
3/48
14,359Cr
0.75%
3.16%
20.02%
6.03
0.90
0.98
1.55
1.39
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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Absolute Return
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Motilal Oswal Innovation Opportunities Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Small cap
55.4%
Mid cap
22.3%
Large cap
8.8%
Mid Cap allocation has gone up from 21.5% to 22.3%
Mid Cap allocation has gone up from 21.5% to 22.3%
Large Cap allocation has gone down from 9.4% to 8.8%
Large Cap allocation has gone down from 9.4% to 8.8%
Small Cap allocation has gone up from 50.8% to 55.4%
Small Cap allocation has gone up from 50.8% to 55.4%
Cash allocation has gone down from 13.9% to 9.1%
Cash allocation has gone down from 13.9% to 9.1%

Motilal Oswal Innovation Opportunities Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Financial Services
27.8%
Consumer Cyclical
21.4%
Industrial
19.8%
Tech
14.1%
Utilities
4.2%
Communication
3.3%
Health
3.2%
Real Estate
3.2%
Basic Materials
3.1%

Top 3 Sectors in March were Tech, Consumer Cyclical & Industrial

Mar'26

Tech

37%

Consumer Cyclical

20%

Industrial

18%

Feb'26

Tech

36%

Consumer Cyclical

23%

Industrial

20%

Motilal Oswal Innovation Opportunities Fund Holdings Details

as on (30-Apr-26)

Top Stocks bought last month
Le Travenues Technology Ltd's allocation increased from 2.89% to 3.92%
Le Travenues Technology Ltd's allocation increased from 2.89% to 3.92%
Emmvee Photovoltaic Power Ltd's allocation increased from 4.52% to 5.31%
Emmvee Photovoltaic Power Ltd's allocation increased from 4.52% to 5.31%
Pine Labs Ltd's allocation increased from 2.44% to 3.07%
Pine Labs Ltd's allocation increased from 2.44% to 3.07%
Top Stocks sold last month
CG Power & Industrial Solutions Ltd's allocation decreased from 4.58 % to 4.51 %
CG Power & Industrial Solutions Ltd's allocation decreased from 4.58 % to 4.51 %
Bharat Heavy Electricals Ltd's allocation decreased from 4.36 % to 4.33 %
Bharat Heavy Electricals Ltd's allocation decreased from 4.36 % to 4.33 %
InterGlobe Aviation Ltd's allocation decreased from 4.86 % to 4.25 %
InterGlobe Aviation Ltd's allocation decreased from 4.86 % to 4.25 %

Motilal Oswal Innovation Opportunities Fund Overview

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

Expense ratio0.9%
Benchmark
Nifty 500 Total Return Index TR IDR
AUM₹440 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 Varun Sharma, Atul Mehra, Swapnil Mayekar, Rakesh Shetty. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Innovation Opportunities Fund has ₹440 Cr worth of assets under management (AUM) as on Apr 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 21.93% since inception. Over the last 1 year the fund has given a CAGR return of 12.08%.

Holdings

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

Varun Sharma

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

Atul Mehra

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

Rakesh Shetty

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 439.7 Cr
₹ 470.8 Cr
₹ 469.6 Cr
  • AUM of the fund stands at 439.7 Cr as of Mar'26
  • AUM decreased by 31.2 Cr between Mar'26 and Feb'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 ₹12.75. 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 12.08% in 1 year

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

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

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 0.90%. 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 ₹440 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 Emmvee Photovoltaic Power Ltd(5.31%), CG Power & Industrial Solutions Ltd(4.51%), Bharat Heavy Electricals Ltd(4.33%)