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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI

Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth

Motilal Oswal Mutual Fund

#72 of 213 (1Y)

₹12.9822

0.08 (+0.58%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹12.9822

0.08 (+0.58%)

29 May 2026

AMFI: 153256

Direct · Growth

₹₹13.2166

0.08 (+0.59%)

29 May 2026

AMFI: 153258

Regular · IDCW

₹₹12.9823

0.08 (+0.58%)

29 May 2026

AMFI: 153257

Direct · IDCW

₹₹13.2157

0.08 (+0.59%)

29 May 2026

AMFI: 153259

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-5.11%
1 Month-1.46%
3 Months+0.84%
6 Months-7.15%
1 Year+6.11%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2025)+17.63%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+0.99%
3 Year SIP
5 Year SIP
Since Inception (Feb 2025)+6.42%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹7,500

Invested

₹8,202

Value today

14.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,298

Value today

22.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,73,081

Value today

-13.6%

vs lumpsum

Direct lumpsum would have beaten STP by 13.6% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹8,202

Benchmark

₹7,571

+₹631 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,992

Regular plan

₹6,933

Direct earns ₹59 more on a ₹6K investment0.98% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹471 Cr
Expense Ratio2.40%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date18 Feb 2025
AMFI Code153256

Risk Metrics

Trailing 1 year, annualised

0.68

Sharpe Ratio

+0.19

Alpha

0.45

Beta

0.69

Sortino

18.04%

Std Dev

-19.92%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity21 holdings · 77.1%
Security% NAV

Emmvee Photovoltaic Power Limited

INE1C6T01020

5.31%

CG Power and Industrial Solutions Limited

INE067A01029

4.51%

Bharat Heavy Electricals Limited

INE257A01026

4.33%

InterGlobe Aviation Limited

INE646L01027

4.25%

Avalon Technologies Limited

INE0LCL01028

4.15%

Aditya Birla Sun Life AMC Limited

INE404A01024

4.03%

Le Travenues Technology Ltd

INE0HV901016

3.92%

JM Financial Limited

INE780C01023

3.90%

Global Health Limited

INE474Q01031

3.68%

PG Electroplast Limited

INE457L01029

3.66%

Syrma SGS Technology Limited

INE0DYJ01015

3.62%

Dixon Technologies (India) Limited

INE935N01020

3.46%

Hitachi Energy India Limited

INE07Y701011

3.43%

Aditya Vision Ltd

INE679V01027

3.38%

Restaurant Brands Asia Limited

INE07T201019

3.26%

Amagi Media Labs Limited

INE121R01077

3.10%

Pine Labs Limited

INE15B701018

3.07%

Clean Science and Technology Limited

INE227W01023

3.06%

Central Depository Services (India) Limited

INE736A01011

3.03%

Allied Blenders And Distillers Limited

INE552Z01027

3.00%

UNO Minda Limited

INE405E01023

2.99%
Other29 holdings · 9939.0%
Security% NAV

Collateralized Borrowing & Lending Obligation

761.00%

Emmvee Photovoltaic Power Limited

INE1C6T01020

509.00%

CG Power and Industrial Solutions Limited

INE067A01029

459.00%

JM Financial Limited

INE780C01023

399.00%

Avalon Technologies Limited

INE0LCL01028

396.00%

Aditya Birla Sun Life AMC Limited

INE404A01024

390.00%

InterGlobe Aviation Limited

INE646L01027

388.00%

Global Health Limited

INE474Q01031

358.00%

Syrma SGS Technology Ltd

INE0DYJ01015

354.00%

Dixon Technologies (India) Limited

INE935N01020

353.00%

PG Electroplast Limited

INE457L01029

348.00%

Allied Blenders And Distillers Limited

INE552Z01027

347.00%

Le Travenues Technology Ltd

INE0HV901016

341.00%

Amagi Media Labs Limited

INE121R01077

337.00%

Clean Science and Technology Limited

INE227W01023

337.00%

Bharat Heavy Electricals Limited

INE257A01026

336.00%

Pine Labs Limited

INE15B701018

319.00%

Restaurant Brands Asia Limited

INE07T201019

311.00%

Aditya Vision Ltd

INE679V01027

311.00%

Eris LifeSciences Limited

INE406M01024

307.00%

UNO Minda Limited

INE405E01023

298.00%

Chalet Hotels Limited

INE427F01016

290.00%

Central Depository Services (India) Limited

INE736A01011

289.00%

Birlasoft Limited

INE836A01035

284.00%

Coforge Limited

INE591G01025

268.00%

Ola Electric Mobility Ltd

INE0LXG01040

221.00%

Fractal Analytics Ltd

INE212S01015

215.00%

GNG Electronics Limited

INE18JU01028

207.00%

Hitachi Energy India Limited

INE07Y701011

206.00%

Performance Comparison

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Investment Objective

Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth is a Sectoral / Thematic mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹471 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.40%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations