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Motilal Oswal Special Opportunities Fund-Reg(G)

very highequity
12.32 -0.10(-0.81%) NAV as on 14 Aug 2026
7.11 % 1 M
23.18 % 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 :

2.99

As on 31 Jul, 2026
age-icon Age :

1 yrs 0 m

Since 14 08 ,2025
exit_load Exit Load :

1%

aum AUM :

81.76 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 :

12.43

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 Jul 31 ,2026
Others 4.20 %
Equity 95.80 %

TOP HOLDINGS

Diamond Power Infrastructure L...9.11 %
Aditya Infotech Ltd.6.64 %
Adani Enterprises Ltd.5.11 %
Shriram Finance Ltd.4.99 %
Aditya Birla Capital Ltd.4.95 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Trading14.43
Cable12.61
Finance - NBFC9.93
Plastic Products7.24
Aerospace & Defense5.00
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 HighEquity12.32-0.10(-0.81%)NAV As on 14 Aug, 202614-Aug-2025Inception Date81.76AUM In Cr.23.18%1YNA%3YNA%5Y23.18%Since Inception