Motilal Oswal Special Opportunities Fund - IDCW - Regular Plan

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  • (-0.18%)Nav, as on 13-10-2025

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Fund Overview IDCW | 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 - IDCW Option Jan 15, 2019 3.52 23.37 30.77 1.58 30,802.31
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 2.48 29.77 28.09 1.75 7,766.16
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 -0.56 26.58 29.24 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated -0.43 14.38 17.13 1.94 5,613.26
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 -0.10 31.67 32.69 1.86 5,521.37

Fund Holdings as on 30-September-2025

  • Net Receivables / (Payables)

  • Ola Electric Mobility Ltd

  • CG Power and Industrial Solutions Limited

  • Dixon Technologies (India) Limited

  • Waaree Energies Limited

  • Muthoot Finance Limited

  • Siemens Energy India Limited

  • Collateralized Borrowing & Lending Obligation

  • Samvardhana Motherson International Limited

  • Gabriel India Limited

  • Schaeffler India Limited

  • Bharat Dynamics Limited

  • Multi Commodity Exchange of India Limited

  • Eternal Limited

  • Aegis Vopak Terminals Limited

  • Glenmark Pharmaceuticals Limited

  • Aster DM Healthcare Limited

  • Jindal Stainless Limited

  • Onesource Specialty Pharma Limited

  • One 97 Communications Limited

  • Healthcare Global Enterprises Limited

  • Max Healthcare Institute Limited

  • Whirlpool of India Limited

  • Suzlon Energy Limited

  • Jain Resource Recycling Limited

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  • Electric Equipment

  • Miscellaneous

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Consumer Durables - Electronics

  • Finance - NBFC

  • Bearings

  • Defence

  • Finance - Stock Broking

  • e-Commerce

  • Steel & Iron Products

  • Fintech

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

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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 ₹54.35 crore. Motilal Oswal Special Opportunities Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Special Opportunities Fund ended down ₹-0.02(-0.18%)yesterday to ₹10.5016.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), 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