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.

₹12.14

▲2.7%1D

NAV as on 28 Oct 2026

17.84%/per year

Since Inception

Absolute Gain%

▲▼

946 people have invested ₹ 96.2L 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 (28-Oct-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
-3.71%
4.58%
10.89%
11.9%
--
--
Nifty 500
-2.27%
-6%
-4.56%
-8.76%
9.03%
7.42%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-2.48%
-1.9%
8.22%
7.14%
--
--
Worst in Equity - Other
-4.84%
-6.66%
-8.92%
7.14%
--
--

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
-
108Cr
2.93%
11.9%
-
--
--
--
--
--
Aditya Birla Sun Life Special Opportunities Fund Dir
1/62
1,357Cr
1.19%
5.92%
18.66%
8.28
0.94
0.78
1.27
2.27
Franklin India Opportunities Fund
2/62
9,577Cr
0.88%
-5.75%
18.84%
9.46
1.01
0.79
1.27
1.49
Sundaram Services Fund
3/62
4,999Cr
0.85%
-5.44%
12.86%
6.35
1.01
0.47
0.72
1.18
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 (14-Oct-26)

Fund Distribution

as on (14-Oct-26)

Small cap
52.4%
Mid cap
16%
Large cap
11.5%
Large Cap allocation has gone down from 17.2% to 11.5%
Large Cap allocation has gone down from 17.2% to 11.5%
Small Cap allocation has gone up from 49.4% to 52.4%
Small Cap allocation has gone up from 49.4% to 52.4%
Mid Cap allocation has gone down from 20.2% to 16%
Mid Cap allocation has gone down from 20.2% to 16%
Cash allocation has gone up from 1.6% to 9%
Cash allocation has gone up from 1.6% to 9%

Motilal Oswal Special Opportunities Fund Sector Allocation

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

Sector Allocation

Financial Services
33.1%
Consumer Cyclical
24.4%
Industrial
14.3%
Tech
10.2%
Basic Materials
7.2%
Health
5.6%
Real Estate
2.8%
Energy
2.5%

Top 3 Sectors in September were Industrial, Consumer Cyclical & Basic Materials

Sep'26

Industrial

49%

Consumer Cyclical

16%

Basic Materials

12%

Aug'26

Industrial

46%

Consumer Cyclical

19%

Basic Materials

13%

Motilal Oswal Special Opportunities Fund Holdings Details

as on (30-Sep-26)

Top Stocks bought last month
Sterlite Technologies Ltd's allocation increased from 3.5% to 4.32%
Sterlite Technologies Ltd's allocation increased from 3.5% to 4.32%
Samvardhana Motherson International Ltd's allocation increased from 4.79% to 5.39%
Samvardhana Motherson International Ltd's allocation increased from 4.79% to 5.39%
Top Stocks sold last month
Diamond Power Infrastructure Ltd's allocation decreased from 9.11 % to 7.51 %
Diamond Power Infrastructure Ltd's allocation decreased from 9.11 % to 7.51 %
Aditya Infotech Ltd's allocation decreased from 6.64 % to 5.68 %
Aditya Infotech Ltd's allocation decreased from 6.64 % to 5.68 %
Shadowfax Technologies Ltd's allocation decreased from 4.78 % to 4.16 %
Shadowfax Technologies Ltd's allocation decreased from 4.78 % to 4.16 %

Motilal Oswal Special Opportunities Fund Overview

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

Expense ratio2.93%
Benchmark
Nifty 500 TR INR
AUM₹108 Cr
Inception Date14 August, 2025
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
139.74%
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 Varun Sharma, Ankit Agarwal, Swapnil Mayekar, Rakesh Shetty, Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Special Opportunities Fund has ₹108 Cr worth of assets under management (AUM) as on Oct 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 17.84% since inception. Over the last 1 year the fund has given a CAGR return of 11.90%.

Holdings

Motilal Oswal Special Opportunities Fund has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Basic Materials, Tech, Financial Services, Health. Its top holdings are Diamond Power Infrastructure Ltd, Lumino Industries Ltd, Aditya Infotech Ltd, Samvardhana Motherson International Ltd, Lohia Corp 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

Varun Sharma

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

Ankit Agarwal

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

Swapnil Mayekar

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

Rakesh Shetty

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

Ajay Khandelwal

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Sep'26
Aug'26
Jul'26
AUM
₹ 108.4 Cr
₹ 92.1 Cr
₹ 81.8 Cr
  • AUM of the fund stands at 108.4 Cr as of Sep'26
  • AUM increased by 16.3 Cr between Sep'26 and Aug'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 ₹12.14. 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 11.90% in 1 year

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

The fund managers are Varun Sharma, Ankit Agarwal, Swapnil Mayekar, Rakesh Shetty, Ajay Khandelwal.

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 2.93%. 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 ₹108 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(7.51%), Lumino Industries Ltd(5.75%), Aditya Infotech Ltd(5.68%)