Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Asset Management Company Limited · Direct Plan · Growth
Fund overview
1% on or before 3M, Nil after 3M
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹1,181 | +181 |
| 3 Years | ₹1,000 | ₹1,646 | +646 |
| 5 Years | ₹1,000 | ₹2,295 | +1,295 |
Calculated using the fund's annualised return since inception (18.1% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
25 securitiesTop 10 holdings make up 51.7% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Triparty Repo | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 8.22% |
| Diamond Power Infrastructure Ltd | Electrical Equipment | Small Cap | 7.51% |
| Lumino Industries Ltd | Industrial Manufacturing | Small Cap | 5.75% |
| Aditya Infotech Ltd | Industrial Manufacturing | Small Cap | 5.68% |
| Samvardhana Motherson International Ltd | Auto Components | Large Cap | 5.39% |
| Lohia Corp Ltd | Industrial Manufacturing | Small Cap | 5.37% |
| Kalyan Jewellers India Ltd | Consumer Durables | Mid Cap | 4.98% |
| Piramal Finance Ltd | Financial Services | Mid Cap | 4.47% |
| Sterlite Technologies Ltd | Telecom - Equipment & Accessories | Small Cap | 4.32% |
| Shadowfax Technologies Ltd | Transport Services | Small Cap | 4.16% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹108 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹99 Cr
Exit load, stamp duty & tax
14-Aug-25
1% on or before 3M, Nil after 3M
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment 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 house
Motilal Oswal Asset Management Company Limited
Frequently asked questions
What is the NAV of Motilal Oswal Special Opportunities Fund - Direct - Growth?
The NAV of Motilal Oswal Special Opportunities Fund - Direct - Growth is ₹12.18 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Motilal Oswal Special Opportunities Fund - Direct - Growth?
The expense ratio charged by Motilal Oswal Special Opportunities Fund - Direct - Growth is 2.93%.
What is the Min. SIP of Motilal Oswal Special Opportunities Fund - Direct - Growth?
The minimum SIP investment in Motilal Oswal Special Opportunities Fund - Direct - Growth is ₹500 per month.
What is the Min. Lumpsum of Motilal Oswal Special Opportunities Fund - Direct - Growth?
The minimum lumpsum investment in Motilal Oswal Special Opportunities Fund - Direct - Growth is ₹500.
What is the Exit Load of Motilal Oswal Special Opportunities Fund - Direct - Growth?
The exit load for Motilal Oswal Special Opportunities Fund - Direct - Growth is: 1% on or before 3M, Nil after 3M
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