Motilal Oswal Special Opportunities Fund · Regular · Growth
NAV
₹11.4890
as of 16 Jun 2026
Expense Ratio
2.53%
AUM
₹65 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +14.89%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +22.65%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹5,251
Benchmark
₹4,948
+₹303 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹5,000
Invested
₹5,251
Value today
12.8%
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
₹1,103
Value today
12.6%
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
₹6,42,909
Value today
-2.8%
vs lumpsum
Direct lumpsum would have beaten STP by 2.8% — but STP reduced timing risk
Model your own STP with real NAVPerformance Comparison
Sectoral allocation
as of 31 Mar 2026- Finance17.00%
- Auto Components15.00%
- Capital Markets13.00%
- Aerospace & Defense7.00%
- Electrical Equipment5.00%
- Diversified Metals5.00%
- Healthcare Services5.00%
- Automobiles5.00%
- Industrial Products4.00%
- Retailing3.00%
- Transport Services3.00%
- Banks3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Motilal Oswal Special Opportunities Fund - Direct- IDCW
- 1Muthoot Finance Limited6.69%
- 2Billionbrains Garage Ventures Ltd5.82%
- 3Onesource Specialty Pharma Limited5.81%
- 4Ather Energy Limited5.63%
- 5Aditya Infotech Limited5.48%
- 6Shriram Finance Limited5.23%
- 7Aditya Birla Capital Limited5.10%
- 8Samvardhana Motherson International Limited4.77%
- 9Jain Resource Recycling Limited4.76%
- 10Icici Prudential Asset Management Company Limited4.73%
Investment Objective
Motilal Oswal Special Opportunities Fund · Regular · 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 Special Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹65.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.53%.
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