Motilal Oswal Innovation Opportunities Fund - Growth - Regular Plan

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  • Net Change on 12-08-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

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Fund Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 3.10 22.82 30.08 1.58 29,718.06
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -3.26 24.40 27.52 1.82 6,602.43
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -0.39 12.14 17.27 1.94 5,665.84
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -7.84 31.88 29.69 1.87 5,278.16
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -10.66 9.94 17.31 1.90 3,571.70

Fund Holdings as on 31-July-2025

  • Collateralized Borrowing & Lending Obligation

  • Syrma SGS Technology Limited

  • Net Receivables / (Payables)

  • Siemens Energy India Limited

  • AU Small Finance Bank Limited

  • IDFC First Bank Limited

  • Bajaj Finance Limited

  • Ujjivan Small Finance Bank Limited

  • JM Financial Limited

  • InterGlobe Aviation Limited

  • Stylam Industries Limited

  • Prestige Estates Projects Limited

  • PG Electroplast Limited

  • Coforge Limited

  • Central Depository Services (India) Limited

  • CG Power and Industrial Solutions Limited

  • Bharti Airtel Limited

  • Global Health Limited

  • Chalet Hotels Limited

  • CreditAccess Grameen Limited

  • Polycab India Limited

  • Kotak Mahindra Bank Limited

  • KFin Technologies Limited

  • Mahindra & Mahindra Limited

  • Dixon Technologies (India) Limited

  • UNO Minda Limited

  • Aditya Infotech Limited

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  • Bank - Private

  • Miscellaneous

  • Electric Equipment

  • Electronics - Components

  • Finance - NBFC

  • Depository Services

  • Finance - Investment

  • Airlines

  • Laminates/Decoratives

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • IT - Software

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Hotel, Resort & Restaurants

  • Cable

  • Automobiles - Passenger Cars

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Trading

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Innovation Opportunities Fund

Scheme Analysis

Motilal Oswal Innovation Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 18-Feb-2025 and currently has an AUM of ₹283.72 crore. Motilal Oswal Innovation Opportunities Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Innovation Opportunities Fund ended down ₹-0.08(-0.65%)yesterday to ₹12.1116.

Among its top 3 holdings the fund has exposure to Collateralized Borrowing & Lending Obligation, and

The Motilal Oswal Innovation Opportunities Fund is managed by Varun Sharma and Niket Shah.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161