Motilal Oswal Special Opportunities Fund

Equity

Motilal Oswal Mutual Fund

Equity - Other

Get the latest NAV of Motilal Oswal Special 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.

₹9.85

▲0.1%1D

NAV as on 17 Mar 2026

-2.99%/per year

Since Inception

Absolute Gain%

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775 people have invested ₹ 21.2L 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 (17-Mar-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	-7.21%	-7.25%	-7.68%	--	--	--
Nifty 500	-9.13%	-8.96%	-8.76%	5.44%	14.05%	11.67%
Equity - Other Avg	--	--	--	--	--	--
Best in Equity - Other	-0.27%	8.57%	15.16%	40.39%	32.84%	27.06%
Worst in Equity - Other	-14.21%	-21.92%	-23.59%	-11.68%	7.85%	5.89%

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	-	66Cr	2.43%	-	-	--	--	--	--	--
ICICI Prudential India Opportunities Fund	1/47	35,666Cr	0.66%	11.49%	22.63%	7.78	0.82	1.52	3.00	1.60
ICICI Prudential Business Cycle Fund	2/47	16,202Cr	0.74%	12.01%	21.8%	7.04	0.84	1.44	2.86	1.52
Nippon India Quant Fund	3/47	113Cr	0.53%	10.51%	19.61%	3.82	1.02	1.13	2.00	1.38

See all

Motilal Oswal Special Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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₹10L

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Motilal Oswal Special Opportunities Fund Asset Allocation

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

Fund Distribution

as on (14-Mar-26)

Large cap

31.2%

Mid cap

29.9%

Small cap

26.6%

Mid Cap allocation has gone up from 25.1% to 29.9%

Large Cap allocation has gone up from 28% to 31.2%

Small Cap allocation has gone down from 29% to 26.6%

Cash allocation has gone down from 12.4% to 4.6%

Motilal Oswal Special Opportunities Fund Sector Allocation

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

Sector Allocation

Consumer Cyclical

24.7%

Health

20.9%

Tech

15.6%

Industrial

14.1%

Financial Services

9.3%

Basic Materials

5.2%

Utilities

5.1%

Energy

4.9%

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

Feb'26

Financial Services

39%

Consumer Cyclical

26%

Tech

14%

Jan'26

Financial Services

37%

Consumer Cyclical

25%

Tech

13%

Motilal Oswal Special Opportunities Fund Holdings Details

as on (28-Feb-26)

Holdings	Weight%	1M Change
State Bank of India	7.47%	0%
Shriram Finance Ltd	6.38%	9.4%
Muthoot Finance Ltd	6.06%	0%
Aditya Birla Capital Ltd	5.38%	10.3%
ICICI Prudential Asset Management Co Ltd	4.73%	27.1%

See all

Top Stocks bought last month

KEI Industries Ltd's allocation increased from 2.83% to 4.69%

Billionbrains Garage Ventures Ltd's allocation increased from 2.7% to 4.26%

Multi Commodity Exchange of India Ltd's allocation increased from 1.93% to 3.31%

Top Stocks sold last month

Muthoot Finance Ltd's allocation decreased from 6.96 % to 6.06 %

Jain Resource Recycling Ltd's allocation decreased from 4.54 % to 4.35 %

One97 Communications Ltd's allocation decreased from 4.4 % to 4.23 %

Motilal Oswal Special Opportunities Fund Overview

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

Expense ratio	2.43%
Benchmark	Nifty 500 TR INR
AUM	₹66 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 is an equity fund. This fund was started on 14 August, 2025. The fund is managed by Rakesh Shetty, Bhalchandra Shinde, Atul Mehra, Sunil Sawant, Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

Key Parameters

Motilal Oswal Special Opportunities Fund has ₹66 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
The fund has an expense ratio 2.4.

Returns

Motilal Oswal Special Opportunities Fund has given a CAGR return of -2.99% since inception.

Holdings

Motilal Oswal Special Opportunities Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Industrial, Basic Materials, Energy, Real Estate, Health. Its top holdings are State Bank of India, Shriram Finance Ltd, Muthoot Finance Ltd, Aditya Birla Capital Ltd, ICICI Prudential Asset Management Co 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.