Motilal Oswal Special Opportunities Fund · Regular · Growth
NAV
₹11.5686
as of 15 Jul 2026
Expense Ratio
2.53%
AUM
₹65 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +15.01%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +18.99%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance 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.
Thinking about Motilal Oswal Special Opportunities Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
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