Motilal Oswal Innovation Opportunities Fund Direct Growth
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.
₹13.17
1D
NAV as on 17 Oct 2025
31.68%/per year
Since Inception
▲▼
1269 people have invested ₹ 1.4Cr 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 (17-Oct-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Innovation Opportunities Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Innovation Opportunities Fund Asset Allocation
See fund asset allocation details as on (14-Oct-25)
Fund Distribution
as on (14-Oct-25)
Motilal Oswal Innovation Opportunities Fund Sector Allocation
See fund sector allocation details as on (14-Oct-25)
Sector Allocation
Top 3 Sectors in September were Financial Services, Consumer Cyclical & Tech
Financial Services
28%
Consumer Cyclical
21%
Industrial
20%
Financial Services
30%
Consumer Cyclical
21%
Tech
17%
Motilal Oswal Innovation Opportunities Fund Holdings Details
as on (30-Sep-25)
Motilal Oswal Innovation Opportunities Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.02% |
Benchmark | Nifty 500 Total Return Index TR IDR |
| AUM | ₹393 Cr |
| Inception Date | 18 February, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 38% |
| Risk |   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 Rakesh Shetty, Niket Shah, Atul Mehra, Sunil Sawant. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Innovation Opportunities Fund Direct Growth has ₹393 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
- The fund has an expense ratio 1.
Returns
Motilal Oswal Innovation Opportunities Fund Direct Growth has given a CAGR return of 31.68% since inception.
Holdings
Motilal Oswal Innovation Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Tech, Utilities, Communication, Health, Real Estate, Basic Materials. Its top holdings are Kaynes Technology India Ltd, Syrma SGS Technology Ltd, Chalet Hotels Ltd, Siemens Energy India Ltd, Cummins India 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 benefitDividends 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
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
Atul Mehra
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
- AUM of the fund stands at 393 Cr as of Sep'25
- AUM increased by 67.6 Cr between Sep'25 and Aug'25
Frequently Asked Questions for Motilal Oswal Innovation Opportunities Fund Direct Growth
How do I invest in Motilal Oswal Innovation Opportunities Fund?
- 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.