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Jan 16, 2026


Category

Equity

AUM (Cr.)

68.91

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.64

Sharpe Ratio

16.23

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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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Special Opportunities Fund - Reg (IDCW) 0.59 0 0 0 0 5.17
Benchmark - Nifty 500 TRI -1.06 1.14 10.38 16.32 15.4 0
Category Average - BEST EQUITY PERFORMERS -0.42 -0.04 6.47 18.65 16.86 10.91
Category Rank 6/10 6/10 7/10 5/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Technology Fund (IDCW) 65.9400 2.17 -1.82 15.43 14.21 15,892.29 1.74 5,000.00 invest
ICICI Pru Technology Fund (G) 211.1400 2.16 -1.82 15.45 14.22 15,892.29 1.74 5,000.00 invest
Tata Digital India Fund (IDCW) RI 49.1666 2.15 -6.99 15.69 14.55 12,255.16 1.68 5,000.00 invest
Tata Digital India Fund (G) 49.1666 2.15 -6.99 15.69 14.55 12,255.16 1.68 5,000.00 invest
SBI Innovative Opportunities Fund - Regular (G) 9.4764 -1.21 -1.69 0.00 0.00 5,977.81 1.86 5,000.00 invest

Asset Allocation

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-Ather Energy Dec 31, 2025 4.75 6.89 5.13
Equity-Multi Comm. Exc. Dec 31, 2025 4.48 6.50 51.47
Equity-Muthoot Finance Dec 31, 2025 3.90 5.65 32.13
Reverse Repo-Reverse Repo Dec 31, 2025 3.62 5.25 -38.64
Equity-One 97 Dec 31, 2025 3.29 4.78 39.06
Equity-Samvardh. Mothe. Dec 31, 2025 3.13 4.54 31.27
Equity-Jain Resource Dec 31, 2025 3.01 4.36 4.27
Equity-SBI Dec 31, 2025 2.73 3.96 18.34
Equity-Hindustan Zinc Dec 31, 2025 2.69 3.90 0.00
Equity-V2 Retail Dec 31, 2025 2.55 3.71 11.26

latest news

Motilal Oswal Gold and Silver ETFs Fund of Funds announces change in scheme name

Motilal Oswal Mutual Fund has announced change in scheme name under the fol...

Jan 16, 2026 10:49

Motilal Oswal Diversified Equity Flexicap Passive Fof Announces Extension of NFO period

Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...

Jan 14, 2026 17:03

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Jan 12, 2026 11:44

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Jan 07, 2026 10:05

Motilal Oswal MF launches Diversified Flexicap Passive Fund Of Funds

Motilal Oswal Mutual Fund has launched a new scheme, the Motilal Oswal Dive...

Jan 06, 2026 14:28

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced the Mr. Sandeep Jain has been as Ke...

Dec 16, 2025 13:32

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Special Opportunities Fund - Reg (IDCW)
Contact Persone : 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