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Motilal Oswal Special Opportunities Fund-Reg(G)

very highequity
12.42 -0.32(-2.54%) NAV as on 08 Oct 2026
-2.63 % 1 M
18.9 % 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 :

108.37 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 :

10.17

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 Sep 30 ,2026
Others 8.98 %
Equity 91.02 %

TOP HOLDINGS

Diamond Power Infrastructure L...7.51 %
Lumino Industries Ltd.5.75 %
Aditya Infotech Ltd.5.68 %
Samvardhana Motherson Internat...5.39 %
Lohia Corp Ltd.5.37 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Cable11.83
Electric Equipment11.48
Trading8.12
Plastic Products5.42
Auto Ancillary5.39
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 HighEquity12.42-0.32(-2.54%)NAV As on 08 Oct, 202614-Aug-2025Inception Date108.37AUM In Cr.18.90%1YNA%3YNA%5Y20.75%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity252.79-6.73(-2.59%)NAV As on 08 Oct, 202621-Feb-2000Inception Date9,577.36AUM In Cr.-1.74%1Y17.22%3Y15.19%5Y12.89%Since Inception