Motilal Oswal Special Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • 2.11 %Nav, as on 25-03-2026

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  • Net Change on 25-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To achieve long term capital appreciation by investing in opportunities presented by special ituations 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

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 4.18 21.48 22.19 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 4.52 20.61 17.76 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.15 25.41 19.06 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.49 24.15 20.61 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 12.88 31.88 26.77 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • State Bank of India

  • Shriram Finance Limited

  • Muthoot Finance Limited

  • Aditya Birla Capital Limited

  • ICICI Prudential Asset Management Company Limited

  • KEI Industries Limited

  • Ather Energy Limited

  • Jain Resource Recycling Limited

  • Billionbrains Garage Ventures Ltd

  • One 97 Communications Limited

  • Waaree Energies Limited

  • Schaeffler India Limited

  • Samvardhana Motherson International Limited

  • Multi Commodity Exchange of India Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • V2 Retail Limited

  • Aegis Vopak Terminals Limited

  • Gabriel India Limited

  • Bosch Limited

  • Shadowfax Technologies Limited

  • Amagi Media Labs Limited

  • Collateralized Borrowing & Lending Obligation

  • Wework India Management Limited

  • Healthcare Global Enterprises Limited

  • Fractal Analytics Ltd

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Auto Ancillary

  • Fintech

  • Bank - Public

  • Miscellaneous

  • IT - Software

  • Finance - Asset Management

  • Cable

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Electric Equipment

  • Bearings

  • Finance - Stock Broking

  • Retailing

  • Logistics

  • Hospital & Healthcare Services

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Special Opportunities Fund

Scheme Analysis

Motilal Oswal Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 14-Aug-2025 and currently has an AUM of ₹65.87 crore. Motilal Oswal Special Opportunities Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Special Opportunities Fund ended up ₹0.2(2.11%)yesterday to ₹9.8059.

Among its top 3 holdings the fund has exposure to State Bank of India, and

The Motilal Oswal Special Opportunities Fund is managed by Ajay Khandelwal and Atul Mehra.

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