Motilal Oswal Special Opportunities Fund
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.
₹11.50
NAV as on 16 Jun 2026
14.99%/per year
Since Inception
▲▼
557 people have invested ₹ 16.4L 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 (16-Jun-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Motilal Oswal Special Opportunities Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Special Opportunities Fund Asset Allocation
See fund asset allocation details as on (14-Jun-26)
Fund Distribution
as on (14-Jun-26)
Motilal Oswal Special Opportunities Fund Sector Allocation
See fund sector allocation details as on (14-Jun-26)
Sector Allocation
Top 3 Sectors in May were Financial Services, Consumer Cyclical & Industrial
Consumer Cyclical
27%
Financial Services
25%
Industrial
20%
Financial Services
32%
Consumer Cyclical
26%
Industrial
13%
Motilal Oswal Special Opportunities Fund Holdings Details
as on (31-May-26)
Motilal Oswal Special Opportunities Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 2.36% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹74 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 Swapnil Mayekar, Rakesh Shetty, Bhalchandra Shinde, Ajay Khandelwal, Atul Mehra. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Special Opportunities Fund has ₹74 Cr worth of assets under management (AUM) as on Jun 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 14.99% since inception.
Holdings
Motilal Oswal Special Opportunities Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Industrial, Basic Materials, Health, Tech. Its top holdings are Aditya Infotech Ltd, Muthoot Finance Ltd, OneSource Specialty Pharma Ltd, Ather Energy Ltd, Samvardhana Motherson International 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 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
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
Bhalchandra Shinde
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
Atul Mehra
Fund Manager of Motilal Oswal Special Opportunities Fund, since 14 August 2025
- AUM of the fund stands at 74.1 Cr as of May'26
- AUM increased by 4.4 Cr between May'26 and Apr'26
Frequently Asked Questions for Motilal Oswal Special Opportunities Fund
How do I invest in Motilal Oswal Special Opportunities Fund?
- 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.