MF
MFGenie.ai
Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI

Motilal Oswal Special Opportunities Fund-Regular Plan-Growth

Motilal Oswal Mutual Fund

₹11.4209

0.06 (+0.56%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹11.4209

0.06 (+0.56%)

29 May 2026

AMFI: 153751

Direct · Growth

₹₹11.4303

0.06 (+0.56%)

29 May 2026

AMFI: 153749

Regular · IDCW

₹₹11.4209

0.06 (+0.56%)

29 May 2026

AMFI: 153752

Direct · IDCW

₹₹11.4303

0.06 (+0.56%)

29 May 2026

AMFI: 153750

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.62%
1 Month+4.27%
3 Months+5.44%
6 Months-0.10%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2025)+10.18%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Aug 2025)+15.39%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹4,500

Invested

₹4,935

Value today

24.9%

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

₹1,142

Value today

18.4%

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

₹6,60,992

Value today

-3.5%

vs lumpsum

Direct lumpsum would have beaten STP by 3.5% — 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

₹4,935

Benchmark

₹4,453

+₹482 extra wealth vs the benchmark index

Backtest this SIP yourself

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹65.2 Cr
Expense Ratio2.53%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date14 Aug 2025
AMFI Code153751

Portfolio Holdings

Top 27 holdings · as of Mar 2026

Security% NAV

Muthoot Finance Limited

INE414G01012

6.26%

Shriram Finance Limited

INE721A01047

5.65%

Jain Resource Recycling Limited

INE0YD401026

5.50%

Ather Energy Limited

INE0LEZ01016

5.27%

Waaree Energies Limited

INE377N01017

5.22%

Aditya Birla Capital Limited

INE674K01013

5.00%

ICICI Prudential Asset Management Company Limited

INE346A01027

4.67%

Billionbrains Garage Ventures Ltd

INE0HOQ01053

4.29%

KEI Industries Limited

INE878B01027

4.09%

Schaeffler India Limited

INE513A01022

3.76%

Bharat Electronics Limited

INE263A01024

3.65%

Multi Commodity Exchange of India Limited

INE745G01043

3.54%

V2 Retail Limited

INE945H01021

3.28%

ZF Commercial Vehicle Control Systems India Limited

INE342J01019

3.15%

Zen Technologies Limited

INE251B01027

3.15%

Shadowfax Technologies Limited

INE12UN01015

3.08%

State Bank of India

INE062A01020

2.98%

Apollo Hospitals Enterprise Limited

INE437A01024

2.97%

Samvardhana Motherson International Limited

INE775A01035

2.95%

Gabriel India Limited

INE524A01029

2.81%

Wework India Management Limited

INE085001019

2.76%

Amagi Media Labs Limited

INE121R01077

2.71%

Bosch Limited

INE323A01026

2.68%

Healthcare Global Enterprises Limited

INE075I01017

2.51%

Aegis Vopak Terminals Limited

INE0INX01018

2.45%

Fractal Analytics Ltd

INE212S01015

2.11%

Shaily Engineering Plastics Limited

INE151G01028

1.53%

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

Motilal Oswal Special 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 Special Opportunities Fund-Regular Plan-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