Motilal Oswal Special Opportunities Fund · Regular · Growth
NAV
₹12.5227
as of 30 Sept 2026
Expense Ratio
3.05%
AUM
₹71 Cr
Lumpsum returns (CAGR)
- 1Y
- +23.25%
- 3Y
- —
- 5Y
- —
- Since Inception
- +22.07%
SIP returns (XIRR)
- 1Y
- +28.28%
- 3Y
- —
- 5Y
- —
- Since Inception
- +27.27%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.93
Sharpe Ratio
+0.22
Alpha
0.20
Beta
0.86
Sortino
16.97%
Std Dev
-15.20%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Industrial Manufacturing12.44%
- Electrical Equipment12.38%
- Consumer Durables10.56%
- Industrial Products7.91%
- Transport Services7.40%
- Auto Components6.63%
- Finance5.92%
- Aerospace & Defense4.79%
- Capital Markets4.31%
- Telecom - Equipment & Accessories4.06%
- Chemicals & Petrochemicals3.93%
- Pharmaceuticals & Biotechnology3.85%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Diamond Power Infrastructure Ltd.8.66%
- 2Samvardhana Motherson International Limited6.63%
- 3Kalyan Jewellers India Limited6.37%
- 4Lohia Corp Limited6.25%
- 5Aditya Infotech Limited6.19%
- 6Piramal Finance Limited5.92%
- 7Lumino Industries Limited5.41%
- 8Shadowfax Technologies Limited4.52%
- 9Multi Commodity Exchange Of India Limited4.31%
- 10Shaily Engineering Plastics Limited4.19%
What this fund does
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 1 years. It manages assets worth ₹71.3 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.05%.