Motilal Oswal Special Opportunities Fund
- NAV as on 25 Sep 2026
- ₹12.64-0.29%1 day
- Return since launch
- 21.3%
- 52-week range
- ₹9.38 — ₹12.86
- AUM
- ₹92.11 Cr
Motilal Oswal Special Opportunities Fund is a Equity Opportunities equity fund from Motilal Oswal Mutual Fund with ₹92.11 Cr under management, launched in 2025. The expense ratio is 2.99% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Special Opportunities Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +24.2% against +0.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 32.8% | +26.7 pts | 6.1% | 1.5% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 2.4% | +4.7 pts | -2.3% | -2.6% |
| 3M | 9.4% | +7.3 pts | 2.0% | 0.9% |
| 6M | 31.1% | +15.3 pts | 15.8% | 12.8% |
| 1Y | 24.2% | +18.1 pts | 6.1% | 0.1% |
Since launch (25 Jul 2025): 21.3%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
3.05%
Expense ratio as on 25 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 2.10%
- Brokerage
- 0.14%
- Transaction charges
- 0.01%
- Statutory levies
- 0.80%
- Exit load
- Exit load of 1%, if redeemed within 3 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal Special Opportunities Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity98.4%
- Other1.6%
Market cap split
- Large18.5%
- Mid21.7%
- Small59.8%
- P/E
- 58.40
- P/B
- 7.33
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Diamond Power Infrastructure Ltd. | Capital Goods | 8.66% | ₹7.98 Cr | — | — | — |
| Samvardhana Motherson International Ltd. | Automobile | 6.63% | ₹6.11 Cr | +5.40% | +3.41% | +4.10% |
| company:16457 | Consumer Discretionary | 6.37% | ₹5.87 Cr | — | — | — |
| company:20737 | Materials | 6.25% | ₹5.75 Cr | — | — | — |
| Aditya Infotech Ltd. | Communication | 6.19% | ₹5.71 Cr | +6.44% | — | — |
| company:896 | Financial | 5.92% | ₹5.45 Cr | — | — | — |
| company:20835 | Capital Goods | 5.41% | ₹4.99 Cr | — | — | — |
| Shadowfax Technologies Ltd. | Services | 4.52% | ₹4.16 Cr | +4.20% | +2.97% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 4.31% | ₹3.97 Cr | +3.55% | +3.31% | +3.55% |
| Shaily Engineering Plastics Ltd. | Materials | 4.19% | ₹3.86 Cr | +4.76% | — | — |
| Sterlite Technologies Ltd. | Communication | 4.06% | ₹3.74 Cr | — | — | — |
| Solar Industries India Ltd. | Chemicals | 3.93% | ₹3.62 Cr | +2.83% | — | — |
| Onesource Specialty Pharma Ltd. | Healthcare | 3.85% | ₹3.54 Cr | +5.74% | — | +4.03% |
| ABB India Ltd. | Capital Goods | 3.72% | ₹3.42 Cr | +3.25% | — | — |
| company:17109 | Services | 3.59% | ₹3.31 Cr | — | +4.23% | +4.31% |
| Cemindia Projects Ltd. | Construction | 3.13% | ₹2.89 Cr | — | — | — |
| Interglobe Aviation Ltd. | Services | 2.88% | ₹2.65 Cr | — | — | — |
| Zen Technologies Ltd. | Technology | 2.86% | ₹2.63 Cr | +3.32% | — | — |
| Ola Electric Mobility Ltd. | Automobile | 2.83% | ₹2.61 Cr | — | — | — |
| V2 Retail Ltd. | Services | 2.52% | ₹2.32 Cr | +3.24% | +3.16% | — |
| Garware Hi-Tech Films Ltd. | Materials | 2.50% | ₹2.30 Cr | — | — | — |
| Jain Resource Recycling Ltd. | Metals & Mining | 2.16% | ₹1.99 Cr | +3.65% | +4.35% | — |
| Data Patterns (India) Ltd. | Capital Goods | 1.93% | ₹1.78 Cr | — | — | — |
| Others | Others | 1.59% | ₹1.45 Cr | +2.78% | +2.82% | +13.70% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:16457 | 0.00% | 6.37% | +6.37% |
| company:20737 | 0.00% | 6.25% | +6.25% |
| company:896 | 0.00% | 5.92% | +5.92% |
| company:20835 | 0.00% | 5.41% | +5.41% |
| Adani Enterprises Ltd. | 5.11% | 0.00% | -5.11% |
| Shriram Finance Ltd | 4.99% | 0.00% | -4.99% |
| Aditya Birla Capital Ltd. | 4.95% | 0.00% | -4.95% |
| ICICI Prudential Asset Management Company Ltd. | 3.81% | 0.00% | -3.81% |
| company:17109 | 0.00% | 3.59% | +3.59% |
| Premier Energies Ltd. | 2.68% | 0.00% | -2.68% |
| Apollo Hospitals Enterprise Ltd. | 2.63% | 0.00% | -2.63% |
| Samvardhana Motherson International Ltd. | 4.79% | 6.63% | +1.84% |
| Multi Commodity Exchange Of India Ltd. | 2.94% | 4.31% | +1.37% |
| Jain Resource Recycling Ltd. | 3.07% | 2.16% | -0.91% |
| Cemindia Projects Ltd. | 3.94% | 3.13% | -0.81% |
| Onesource Specialty Pharma Ltd. | 4.62% | 3.85% | -0.77% |
| ABB India Ltd. | 2.96% | 3.72% | +0.76% |
| Sterlite Technologies Ltd. | 3.50% | 4.06% | +0.56% |
| Aditya Infotech Ltd. | 6.64% | 6.19% | -0.45% |
| Diamond Power Infrastructure Ltd. | 9.11% | 8.66% | -0.45% |
| Others | 1.15% | 1.59% | +0.44% |
| Interglobe Aviation Ltd. | 3.21% | 2.88% | -0.33% |
| Garware Hi-Tech Films Ltd. | 2.82% | 2.50% | -0.32% |
| V2 Retail Ltd. | 2.80% | 2.52% | -0.28% |
| Shadowfax Technologies Ltd. | 4.78% | 4.52% | -0.26% |
| Shaily Engineering Plastics Ltd. | 4.42% | 4.19% | -0.23% |
| Ola Electric Mobility Ltd. | 3.00% | 2.83% | -0.17% |
| Data Patterns (India) Ltd. | 2.06% | 1.93% | -0.13% |
| Solar Industries India Ltd. | 4.05% | 3.93% | -0.12% |
| Zen Technologies Ltd. | 2.94% | 2.86% | -0.08% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹3,420 Cr | 2.23% | 8.6% | 9.7% | 15.9% |
 Franklin India Opportunities Fund | ₹9,717 Cr | 2.09% | 7.4% | 9.7% | 18.4% |
 Kotak Business Cycle Fund | ₹3,509 Cr | 2.05% | 11.2% | 10.5% | — |
 Mahindra Manulife Business Cycle Fund | ₹1,364 Cr | 2.42% | 2.3% | 7.2% | — |
 Aditya Birla Sun Life Special Opportunities Fund | ₹1,279 Cr | 2.29% | 14.1% | 13.7% | 15.8% |
 HSBC Business Cycles Fund | ₹1,229 Cr | 2.32% | 7.9% | 7.2% | 13.5% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate 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.
Fund managers
- Ajay KhandelwalMr. Khandelwal is MBA & Bachelor of Engineering.Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
- Ankit AgarwalMr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- Varun SharmaMr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months31.07% absolute | ₹60,000 | ₹78,642 | 31.07% | |
| 1 year24.20% annualised | ₹1,20,000 | ₹1,36,954 | 14.13% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.