Motilal Oswal Special Opportunities Fund Direct Growth

Motilal Oswal Special Opportunities Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Equity - Other

Get the latest NAV of Motilal Oswal Special 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.

₹12.86

▲0.3%1D

NAV as on 11 Sep 2026

26.29%/per year

Since Inception

Absolute Gain%

▲▼

700 people have invested ₹ 57.5L in Motilal Oswal Special Opportunities Fund in the last three months

Motilal Oswal Special Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (11-Sep-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
4.39%
16.49%
29.73%
23.64%
--
--
Nifty 500
-3.4%
1.18%
4.43%
-1.4%
9.41%
9.04%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
0.88%
6.43%
8.04%
--
--
--
Worst in Equity - Other
-0.31%
2.59%
4.14%
--
--
--

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 Special Opportunities Fund
-
82Cr
2.87%
23.64%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/36
38,338Cr
0.91%
0.03%
13.47%
4.38
0.80
0.78
1.18
0.80
Aditya Birla Sun Life Special Opportunities Fund Dir
2/36
1,279Cr
0.93%
13.94%
18.25%
7.30
0.96
0.89
1.45
2.14
Sundaram Services Fund
3/36
5,137Cr
0.64%
4.94%
14.08%
6.36
1.01
0.65
1.03
1.22
See all

Motilal Oswal Special Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Motilal Oswal Special Opportunities Fund Asset Allocation

See fund asset allocation details as on (15-Aug-26)

Fund Distribution

as on (15-Aug-26)

Small cap
53.7%
Large cap
31.5%
Mid cap
10.6%
Mid Cap allocation has gone down from 22.4% to 10.6%
Mid Cap allocation has gone down from 22.4% to 10.6%
Large Cap allocation has gone up from 28.4% to 31.5%
Large Cap allocation has gone up from 28.4% to 31.5%
Small Cap allocation has gone up from 41.9% to 53.7%
Small Cap allocation has gone up from 41.9% to 53.7%
Cash allocation has gone down from 7.4% to 4.2%
Cash allocation has gone down from 7.4% to 4.2%

Motilal Oswal Special Opportunities Fund Sector Allocation

See fund sector allocation details as on (15-Aug-26)

Sector Allocation

Financial Services
36.9%
Consumer Cyclical
24.7%
Tech
13.1%
Industrial
6.2%
Basic Materials
6.2%
Health
5.6%
Real Estate
3.6%
Energy
3.6%

Top 3 Sectors in July were Industrial, Consumer Cyclical & Financial Services

Jul'26

Industrial

37%

Financial Services

17%

Basic Materials

15%

Jun'26

Industrial

29%

Consumer Cyclical

21%

Financial Services

19%

Motilal Oswal Special Opportunities Fund Holdings Details

as on (31-Aug-26)

Top Stocks bought last month
Ola Electric Mobility Ltd's allocation increased from 2.13% to 3%
Ola Electric Mobility Ltd's allocation increased from 2.13% to 3%
Shadowfax Technologies Ltd's allocation increased from 4.7% to 4.78%
Shadowfax Technologies Ltd's allocation increased from 4.7% to 4.78%
Garware Hi-Tech Films Ltd's allocation increased from 2.77% to 2.82%
Garware Hi-Tech Films Ltd's allocation increased from 2.77% to 2.82%
Top Stocks sold last month
Aditya Infotech Ltd's allocation decreased from 7.71 % to 6.64 %
Aditya Infotech Ltd's allocation decreased from 7.71 % to 6.64 %
Shriram Finance Ltd's allocation decreased from 5.22 % to 4.99 %
Shriram Finance Ltd's allocation decreased from 5.22 % to 4.99 %
Aditya Birla Capital Ltd's allocation decreased from 5.19 % to 4.95 %
Aditya Birla Capital Ltd's allocation decreased from 5.19 % to 4.95 %

Motilal Oswal Special Opportunities Fund Overview

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

Expense ratio2.87%
Benchmark
Nifty 500 TR INR
AUM₹82 Cr
Inception Date14 August, 2025
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Special Opportunities Fund

Motilal Oswal Special Opportunities Fund Direct Growth is an equity fund. This fund was started on 14 August, 2025. The fund is managed by Ajay Khandelwal, Swapnil Mayekar, Ankit Agarwal, Varun Sharma, Rakesh Shetty. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Special Opportunities Fund has ₹82 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
  2. The fund has an expense ratio 2.9.

Returns

Motilal Oswal Special Opportunities Fund has given a CAGR return of 26.29% since inception. Over the last 1 year the fund has given a CAGR return of 23.64%.

Holdings

Motilal Oswal Special Opportunities Fund has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Basic Materials, Consumer Cyclical, Health, Tech, Energy. Its top holdings are Diamond Power Infrastructure Ltd, Aditya Infotech Ltd, Adani Enterprises Ltd, Shriram Finance Ltd, Aditya Birla Capital 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 Special Opportunities Fund

To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Special Opportunities Fund has no lock in period.

Fund Manager

Ajay Khandelwal

Fund Manager of Motilal Oswal Special Opportunities Fund, since 14 August 2025

Swapnil Mayekar

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

Ankit Agarwal

Fund Manager of Motilal Oswal Special Opportunities Fund, since 20 July 2026

Varun Sharma

Fund Manager of Motilal Oswal Special Opportunities Fund, since 20 July 2026

Rakesh Shetty

Fund Manager of Motilal Oswal Special Opportunities Fund, since 14 August 2025

Learn more about Motilal Oswal Mutual Fund
Parameters
Jul'26
Jun'26
May'26
AUM
₹ 81.8 Cr
₹ 77.7 Cr
₹ 74.1 Cr
  • AUM of the fund stands at 81.8 Cr as of Jul'26
  • AUM increased by 4.1 Cr between Jul'26 and Jun'26

Frequently Asked Questions for Motilal Oswal Special Opportunities Fund Direct Growth

How do I invest in Motilal Oswal Special Opportunities Fund?

INDmoney makes it simple to invest in the Motilal Oswal Special Opportunities Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Special 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 Special Opportunities Fund?

The NAV of the fund today is ₹12.86. 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 Special Opportunities Fund fund has generated a return of 23.64% in 1 year

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

The fund managers are Ajay Khandelwal, Swapnil Mayekar, Ankit Agarwal, Varun Sharma, 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 2.87%. 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 ₹82 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 Special Opportunities Fund?

The top 3 holdings of the fund are Diamond Power Infrastructure Ltd(9.11%), Aditya Infotech Ltd(6.64%), Adani Enterprises Ltd(5.11%)