loader2
Login Open ICICI 3-in-1 Account
Text Size
Text to Speech
Color Contrast
Pause Animations
Open ICICI 3-in-1 Account

Mar 30, 2026

Category Equity
AUM (Cr.) 65.87
Exit Load (%) 1.00
Min Inv Lumpsum 500
Expense Ratio 2.53
Sharpe Ratio 6.31
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

Invest Now
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) -7.71 -5.25 0 0 0 -3.6
Benchmark - Nifty 500 TRI -9.24 -7.2 -0.87 14.9 12.72 0
Category Average - BEST EQUITY PERFORMERS -8.23 -6.85 1.04 16.93 14.17 6.06
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
DSP Natural Resources & New Energy Fund (IDCW) 30.6200 0.00 22.52 23.49 18.32 1,989.64 2.01 100.00 invest
DSP Natural Resources & New Energy Fund (G) 104.2130 0.00 22.52 23.49 20.24 1,989.64 2.01 100.00 invest
Kotak Technology Fund - Regular (IDCW) 9.6100 -0.67 -12.41 0.00 0.00 574.47 2.35 100.00 invest
Kotak Technology Fund - Regular (G) 9.6090 -0.67 -12.41 0.00 0.00 574.47 2.35 100.00 invest
Baroda BNP Paribas Banking&Fin Serv Fund-Reg (IDCW) 17.5676 -11.83 -0.28 15.16 10.18 396.53 2.40 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) -7.71 -5.25 0 0 0 -3.6
Benchmark - Nifty 500 TRI -9.24 -7.2 -0.87 14.9 12.72 0
Category Average - BEST EQUITY PERFORMERS -8.23 -6.85 1.04 16.93 14.17 6.06
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
DSP Natural Resources & New Energy Fund (IDCW) 30.6200 0.00 22.52 23.49 18.32 1,989.64 2.01 100.00 invest
DSP Natural Resources & New Energy Fund (G) 104.2130 0.00 22.52 23.49 20.24 1,989.64 2.01 100.00 invest
Kotak Technology Fund - Regular (IDCW) 9.6100 -0.67 -12.41 0.00 0.00 574.47 2.35 100.00 invest
Kotak Technology Fund - Regular (G) 9.6090 -0.67 -12.41 0.00 0.00 574.47 2.35 100.00 invest
Baroda BNP Paribas Banking&Fin Serv Fund-Reg (IDCW) 17.5676 -11.83 -0.28 15.16 10.18 396.53 2.40 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 Jan 31, 2026 4.56 6.96 17.02
Equity-SBI Jan 31, 2026 4.41 6.73 61.51
Reverse Repo-Reverse Repo Jan 31, 2026 4.39 6.70 21.25
Net CA & Others-Net CA & Others Jan 31, 2026 3.76 5.74 234.04
Equity-Shriram Finance Jan 31, 2026 3.63 5.54 64.71
Equity-Aditya Birla Cap Jan 31, 2026 3.17 4.84 54.93
Equity-Jain Resource Jan 31, 2026 2.97 4.54 -1.09
Equity-One 97 Jan 31, 2026 2.88 4.40 -12.43
Equity-Waaree Energies Jan 31, 2026 2.81 4.29 26.33
Equity-Ather Energy Jan 31, 2026 2.61 3.98 -45.06

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