Motilal Oswal Special Opportunities Fund - Growth - Regular Plan

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  • 0.15 %Nav, as on 22-09-2025

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  • Net Change on 22-09-2025

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  • Assets (Cr.)

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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 0.64 23.08 31.97 1.58 29,871.10
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 0.73 28.84 29.55 1.76 7,509.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 0.56 26.04 29.53 1.82 6,490.27
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -2.82 13.62 18.41 1.94 5,604.75
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.47 27.99 32.43 1.80 5,227.05

Fund Holdings as on 31-August-2025

  • Collateralized Borrowing & Lending Obligation

  • Waaree Energies Limited

  • Jindal Stainless Limited

  • Gabriel India Limited

  • One 97 Communications Limited

  • Siemens Energy India Limited

  • CG Power and Industrial Solutions Limited

  • Dixon Technologies (India) Limited

  • Muthoot Finance Limited

  • Eternal Limited

  • Samvardhana Motherson International Limited

  • Aegis Vopak Terminals Limited

  • Aster DM Healthcare Limited

  • Onesource Specialty Pharma Limited

  • Schaeffler India Limited

  • Whirlpool of India Limited

  • Bharat Dynamics Limited

  • Glenmark Pharmaceuticals Limited

  • Max Healthcare Institute Limited

  • Suzlon Energy Limited

  • Multi Commodity Exchange of India Limited

  • Net Receivables / (Payables)

  • Healthcare Global Enterprises Limited

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  • Miscellaneous

  • Electric Equipment

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Steel & Iron Products

  • Fintech

  • Consumer Durables - Electronics

  • Finance - NBFC

  • e-Commerce

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Defence

  • Finance - Stock Broking

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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 ₹43.66 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 ₹0.02(0.15%)yesterday to ₹10.5124.

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