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.

₹12.07

▲1.6%1D

NAV as on 30 Jan 2026

20.71%/per year

Since Inception

Absolute Gain%

▲▼

1219 people have invested ₹ 2.2Cr 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 (30-Jan-26)

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

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-2.85%
-9.94%
-3.44%
--
--
--
Nifty 500
-2.66%
0.72%
6.94%
15.61%
15.35%
--
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
7.22%
9.24%
18.59%
33.06%
34.03%
32.04%
Worst in Equity - Other
-7.72%
-14.84%
-13.03%
-11.49%
7.23%
9.18%

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
-
490Cr
0.9%
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/46
34,779Cr
0.66%
14.77%
24.49%
7.84
0.83
--
--
1.69
Nippon India Quant Fund
2/46
110Cr
0.53%
12.14%
21.24%
4.15
1.00
--
--
1.40
ICICI Prudential Business Cycle Fund
3/46
15,958Cr
0.75%
17.49%
23.6%
6.99
0.84
1.34
2.64
1.53
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
▲
▼

Motilal Oswal Innovation Opportunities Fund Asset Allocation

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

Fund Distribution

as on (14-Jan-26)

Small cap
56%
Mid cap
27.3%
Large cap
14.1%
Small Cap allocation has gone up from 40.6% to 56%
Small Cap allocation has gone up from 40.6% to 56%
Mid Cap allocation has gone down from 31.5% to 27.3%
Mid Cap allocation has gone down from 31.5% to 27.3%
Large Cap allocation has gone up from 13.7% to 14.1%
Large Cap allocation has gone up from 13.7% to 14.1%
Cash allocation has gone down from 4.2% to 2.6%
Cash allocation has gone down from 4.2% to 2.6%

Motilal Oswal Innovation Opportunities Fund Sector Allocation

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

Sector Allocation

Financial Services
33.6%
Industrial
20%
Tech
16.4%
Consumer Cyclical
12.8%
Real Estate
5.3%
Communication
4.9%
Health
3.7%
Utilities
3.3%

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

Dec'25

Tech

26%

Financial Services

25%

Consumer Cyclical

21%

Nov'25

Financial Services

28%

Tech

23%

Consumer Cyclical

19%

Motilal Oswal Innovation Opportunities Fund Holdings Details

as on (31-Dec-25)

Top Stocks bought last month
Tenneco Clean Air India Ltd's allocation increased from 2% to 3.19%
Tenneco Clean Air India Ltd's allocation increased from 2% to 3.19%
Emmvee Photovoltaic Power Ltd's allocation increased from 3.21% to 4.29%
Emmvee Photovoltaic Power Ltd's allocation increased from 3.21% to 4.29%
Le Travenues Technology Ltd's allocation increased from 1.84% to 2.91%
Le Travenues Technology Ltd's allocation increased from 1.84% to 2.91%
Top Stocks sold last month
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation decreased from 5.6 % to 5.58 %
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation decreased from 5.6 % to 5.58 %
Siemens Energy India Ltd's allocation decreased from 4.73 % to 3.91 %
Siemens Energy India Ltd's allocation decreased from 4.73 % to 3.91 %
Syrma SGS Technology Ltd's allocation decreased from 3.95 % to 3.66 %
Syrma SGS Technology Ltd's allocation decreased from 3.95 % to 3.66 %

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₹490 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 Swapnil Mayekar, Rakesh Shetty, Varun Sharma, Atul Mehra. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Innovation Opportunities Fund has ₹490 Cr worth of assets under management (AUM) as on Jan 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 20.71% since inception.

Holdings

Motilal Oswal Innovation Opportunities Fund has allocated its funds majorly in Cash Equivalent, Tech, Financial Services, Consumer Cyclical, Industrial, Health, Utilities, Consumer Defensive, Basic Materials. Its top holdings are IDFC First Bank Ltd, Ujjivan Small Finance Bank Ltd Ordinary Shares, Bharat Heavy Electricals Ltd, JM Financial Ltd, Emmvee Photovoltaic Power 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

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

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Dec'25
Nov'25
Oct'25
AUM
₹ 489.8 Cr
₹ 499.5 Cr
₹ 460.6 Cr
  • AUM of the fund stands at 489.8 Cr as of Dec'25
  • AUM decreased by 9.7 Cr between Dec'25 and Nov'25

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 ₹12.07. 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 Swapnil Mayekar, Rakesh Shetty, Varun Sharma, Atul Mehra.

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 ₹490 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(5.75%), Ujjivan Small Finance Bank Ltd Ordinary Shares(5.58%), Bharat Heavy Electricals Ltd(4.55%)