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Motilal Oswal Special Opportunities Fund-Reg(G)

very highequity
12.75 0.06(0.51%) NAV as on 07 Oct 2026
0.56 % 1 M
21.42 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

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

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

3.05

As on 30 Sep, 2026
age-icon Age :

1 yrs 1 m

Since 14 08 ,2025
exit_load Exit Load :

1%

aum AUM :

92.11 Crs

lock_in Lock-in :

1% on or before 3M, Nil after 3M

investing_style Investing Style :

Mid Growth

Portfolio_book_value Portfolio Price To Book Value :

11.5

Min_Investment Min. Investment :

SIP 500 & Lumpsum 500

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Ajay Khandelwal,Ankit Agarwal,Varun Sharma

LATEST ASSET & PORTFOLIO ALLOCATION

as on Aug 31 ,2026
Others 1.57 %
Equity 98.43 %

TOP HOLDINGS

Diamond Power Infrastructure L...8.66 %
Samvardhana Motherson Internat...6.63 %
Kalyan Jewellers India Ltd.6.37 %
Lohia Corp Ltd.6.25 %
Aditya Infotech Ltd.6.19 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Cable12.73
Electric Equipment9.13
Plastic Products6.69
Auto Ancillary6.63
Diamond & Jewellery6.37
See All Sectors

5-YEARS HISTORY

Financial Year2025-2026
NAV in Rs (as on 31-Mar-2026)9.38
Net Assets(Rs Crores) (as on 31-Mar-2026) 60.10
Scheme Returns(%)(Absolute)-6.20
B'mark Returns(%)(Absolute)NA
Category Rank103/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Special Opportunities Fund-Reg(G)Very HighEquity12.750.06(0.51%)NAV As on 07 Oct, 202614-Aug-2025Inception Date92.11AUM In Cr.21.42%1YNA%3YNA%5Y23.55%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity259.52-0.87(-0.34%)NAV As on 07 Oct, 202621-Feb-2000Inception Date9,717.42AUM In Cr.0.61%1Y18.27%3Y15.97%5Y13.00%Since Inception
Union Innovation & Opp Fund-Reg(G)Very HighEquity15.71-0.02(-0.13%)NAV As on 07 Oct, 202606-Sep-2023Inception Date1,344.41AUM In Cr.6.58%1Y16.41%3YNA%5Y15.75%Since Inception