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.

₹12.68

▼-0.1%1D

NAV as on 29 Aug 2025

26.78%/per year

Since Inception

Absolute Gain%

▲▼

1101 people have invested ₹ 1.2Cr 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 (29-Aug-25)

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

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
1.59%
7.5%
26.86%
--
--
--
Nifty 500
-0.93%
-1.49%
12.99%
-5.36%
13.88%
18.93%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
5.08%
13.88%
42.26%
27.94%
30.24%
31.29%
Worst in Equity - Other
-6.39%
-15.63%
-0.25%
-22.45%
7.65%
12.27%

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
-
284Cr
1.03%
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund Direct Growth
1/40
29,718Cr
0.63%
0.9%
23.91%
9.01
0.82
1.30
2.52
1.86
ICICI Prudential Business Cycle Fund Direct Growth
2/40
13,479Cr
0.72%
5.13%
23.35%
7.29
0.86
1.21
2.32
1.57
Nippon India Quant Fund Direct Growth
3/40
101Cr
0.47%
-3.36%
20.3%
6.44
0.99
0.90
1.58
2.20
See all

Motilal Oswal Innovation Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

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 (14-Aug-25)

Fund Distribution

as on (14-Aug-25)

Small cap
34.6%
Mid cap
25.8%
Large cap
24.9%
Large Cap allocation has gone down from 29.6% to 24.9%
Large Cap allocation has gone down from 29.6% to 24.9%
Small Cap allocation has gone up from 32.2% to 34.6%
Small Cap allocation has gone up from 32.2% to 34.6%
Mid Cap allocation has gone up from 25.5% to 25.8%
Mid Cap allocation has gone up from 25.5% to 25.8%
Cash allocation has gone up from 9.7% to 14.1%
Cash allocation has gone up from 9.7% to 14.1%

Motilal Oswal Innovation Opportunities Fund Sector Allocation

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

Sector Allocation

Top 3 Sectors in July were Financial Services, Industrial & Tech

Jul'25

Financial Services

36%

Tech

22%

Consumer Cyclical

12%

Jun'25

Financial Services

34%

Industrial

20%

Tech

16%

Motilal Oswal Innovation Opportunities Fund Holdings Details

as on (31-Jul-25)

Holdings
Weight%
1M Change
Syrma SGS Technology Ltd
7.18%
550%
Siemens Energy India Ltd
5.23%
101.8%
AU Small Finance Bank Ltd
4.76%
6.2%
IDFC First Bank Ltd
4.55%
0%
Bajaj Finance Ltd
4.51%
24.9%
See all
Top Stocks bought last month
Syrma SGS Technology Ltd's allocation increased from 1.05% to 7.18%
Syrma SGS Technology Ltd's allocation increased from 1.05% to 7.18%
Stylam Industries Ltd's allocation increased from 1.31% to 3.9%
Stylam Industries Ltd's allocation increased from 1.31% to 3.9%
Siemens Energy India Ltd's allocation increased from 3% to 5.23%
Siemens Energy India Ltd's allocation increased from 3% to 5.23%
Top Stocks sold last month
AU Small Finance Bank Ltd's allocation decreased from 6.22 % to 4.76 %
AU Small Finance Bank Ltd's allocation decreased from 6.22 % to 4.76 %
Bajaj Finance Ltd's allocation decreased from 6.36 % to 4.51 %
Bajaj Finance Ltd's allocation decreased from 6.36 % to 4.51 %
JM Financial Ltd's allocation decreased from 5.51 % to 4.33 %
JM Financial Ltd's allocation decreased from 5.51 % to 4.33 %

Motilal Oswal Innovation Opportunities Fund Direct Growth Overview

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

Expense ratio1.03%
Benchmark
Nifty 500 Total Return Index TR IDR
AUM₹284 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 Atul Mehra, Rakesh Shetty, Niket Shah, Sunil Sawant. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Innovation Opportunities Fund Direct Growth has ₹284 Cr worth of assets under management (AUM) as on Aug 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 26.78% since inception.

Holdings

Motilal Oswal Innovation Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Utilities, Real Estate, Communication, Health. Its top holdings are Syrma SGS Technology Ltd, Siemens Energy India Ltd, AU Small Finance Bank Ltd, IDFC First Bank Ltd, Bajaj Finance 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

Atul Mehra

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

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

Sunil Sawant

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Jul'25
Jun'25
May'25
AUM
₹ 283.7 Cr
₹ 225 Cr
₹ 182.4 Cr
  • AUM of the fund stands at 283.7 Cr as of Jul'25
  • AUM increased by 58.7 Cr between Jul'25 and Jun'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 ₹12.68. 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 Atul Mehra, Rakesh Shetty, Niket Shah, 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 1.03%. 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 ₹284 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 Syrma SGS Technology Ltd(7.18%), Siemens Energy India Ltd(5.23%), AU Small Finance Bank Ltd(4.76%)