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.

₹10.48

▲0.6%1D

NAV as on 15 Sep 2025

4.81%/per year

Since Inception

Absolute Gain%

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871 people have invested ₹ 1.8Cr in Motilal Oswal Special Opportunities Fund Direct Growth 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 (15-Sep-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	4.81%	--	--	--	--	--
Nifty 500	2.36%	1.35%	15.07%	-2.98%	14.22%	19.38%
Equity - Other Avg	--	--	--	--	--	--
Best in Equity - Other	10.59%	18.66%	43.44%	19.09%	30.05%	32.99%
Worst in Equity - Other	-1.62%	-7.23%	-1.13%	-17.25%	7.45%	13.12%

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	-	44Cr	2.57%	-	-	--	--	--	--	--
ICICI Prudential Business Cycle Fund Direct Growth	1/40	13,643Cr	0.74%	6.53%	23.02%	7.79	0.86	1.20	2.32	1.75
ICICI Prudential India Opportunities Fund Direct Growth	2/40	29,871Cr	0.63%	1.72%	23.74%	8.54	0.82	1.30	2.52	1.81
Nippon India Quant Fund Direct Growth	3/40	100Cr	0.47%	0.38%	20.07%	6.22	1.00	0.90	1.58	2.08

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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-Sep-25)

Fund Distribution

as on (14-Sep-25)

Mid cap

40.1%

Small cap

22.2%

Large cap

20.4%

Motilal Oswal Special Opportunities Fund Sector Allocation

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

Sector Allocation

Motilal Oswal Special Opportunities Fund Holdings Details

as on (31-Aug-25)

Holdings	Weight%	1M Change
Waaree Energies Ltd	4.36%	0%
Jindal Stainless Ltd	4.33%	0%
Gabriel India Ltd	4.33%	0%
One97 Communications Ltd	4.31%	0%
CG Power & Industrial Solutions Ltd	4.25%	0%

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Motilal Oswal Special Opportunities Fund Direct Growth Overview

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

Expense ratio	2.57%
Benchmark	Nifty 500 TR INR
AUM	₹44 Cr
Inception Date	14 August, 2025
Min Lumpsum/SIP	₹500/₹500
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	0%
Risk	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 Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, Sunil Sawant, Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

Key Parameters

Motilal Oswal Special Opportunities Fund Direct Growth has ₹44 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
The fund has an expense ratio 2.6.

Returns

Motilal Oswal Special Opportunities Fund Direct Growth has given a CAGR return of 4.81% since inception.

Holdings

Motilal Oswal Special Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Health, Tech, Industrial, Financial Services, Basic Materials, Utilities, Energy. Its top holdings are Waaree Energies Ltd, Jindal Stainless Ltd, Gabriel India Ltd, One97 Communications Ltd, Siemens Energy 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 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 Direct Growth

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 Direct Growth has no lock in period.