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Apr 17, 2026


Category Equity
AUM (Cr.) 60.10
Exit Load (%) 1.00
Min Inv Lumpsum 500
Expense Ratio 2.53
Sharpe Ratio -5.22
Beta Ratio 0.00
Fund Manager Ajay Khandelwal
Inception Date Aug 14, 2025
Risk Level Very High

Investment Objective

To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Special Opportunities Fund - Reg (IDCW) 7.38 -3.39 0 0 0 5.67
Benchmark - Nifty 500 TRI 5.56 -2.83 6.49 16.45 14.35 0
Category Average - BEST EQUITY PERFORMERS 6.5 -1.72 9.26 18.68 15.6 9.52
Category Rank 4/10 4/10 2/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (IDCW) 77.9400 2.47 -11.42 2.08 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru FMCG Fund - (G) 421.6700 2.47 -11.42 2.07 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru MNC Fund (G) 29.0100 1.93 11.84 15.62 13.78 1,545.33 2.15 5,000.00 invest
ICICI Pru Energy Opportunities Fund - Reg (G) 11.2700 1.90 18.63 0.00 0.00 8,795.59 1.75 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 25.1369 -1.58 34.50 17.97 7.99 290.83 2.45 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Special Opportunities Fund - Reg (IDCW) 7.38 -3.39 0 0 0 5.67
Benchmark - Nifty 500 TRI 5.56 -2.83 6.49 16.45 14.35 0
Category Average - BEST EQUITY PERFORMERS 6.5 -1.72 9.26 18.68 15.6 9.52
Category Rank 4/10 4/10 2/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (IDCW) 77.9400 2.47 -11.42 2.08 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru FMCG Fund - (G) 421.6700 2.47 -11.42 2.07 8.83 1,531.84 2.18 5,000.00 invest
ICICI Pru MNC Fund (G) 29.0100 1.93 11.84 15.62 13.78 1,545.33 2.15 5,000.00 invest
ICICI Pru Energy Opportunities Fund - Reg (G) 11.2700 1.90 18.63 0.00 0.00 8,795.59 1.75 5,000.00 invest
Nippon India Japan Equity Fund (IDCW) 25.1369 -1.58 34.50 17.97 7.99 290.83 2.45 5,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Muthoot Finance Mar 31, 2026 3.76 6.26 -17.48
Equity-Shriram Finance Mar 31, 2026 3.40 5.65 -6.44
Equity-Jain Resource Mar 31, 2026 3.30 5.50 11.11
Equity-Ather Energy Mar 31, 2026 3.17 5.27 21.37
Equity-Waaree Energies Mar 31, 2026 3.14 5.22 11.56
Equity-Aditya Birla Cap Mar 31, 2026 3.01 5.00 -5.15
Equity-ICICI AMC Mar 31, 2026 2.81 4.67 19.77
Equity-Billionbrains Mar 31, 2026 2.58 4.29 45.56
Equity-KEI Industries Mar 31, 2026 2.46 4.09 32.46
Equity-Schaeffler India Mar 31, 2026 2.26 3.76 6.15

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Special Opportunities Fund - Reg (IDCW)
Contact Person
Ajay Khandelwal
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No
022-40548002 / 8108622222
Fax No.
022-30896884
Email
amc:motilaloswal.com
Website
www.motilaloswalmf.com