Home Mf Research Motilal Oswal Special Opportunities Fund Regular Plan Growth

Mutual Fund Research

Motilal Oswal Special Opportunities Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

Historical NAV

Fund Facts

Very High Risk

Latest NAV · 2026-11-03

₹12.28 +1.34%

Fund Size (AUM): 108.37 Cr
Expense Ratio · Regular: 3.05%
Risk Level: Very High
Exit Load: 1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
Asset Management Company: MOTILAL OSWAL MUTUAL FUND

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data

Investment Period	SIP Start Date	Amount Invested	Current Value	Absolute Return
One Week	2026-10-27	₹1,000.00	₹1,009.06	+0.91%
Two Week	2026-10-19	₹1,000.00	₹989.75	-1.02%
One Month	2026-10-05	₹1,000.00	₹984.52	-1.55%
Three Months	2026-08-05	₹3,000.00	₹2,974.81	-0.84%
Six Months	2026-05-07	₹6,000.00	₹6,198.36	+3.31%
One Year	2025-11-03	₹12,000.00	₹13,398.29	+11.65%
Since Inception	2025-08-14	₹15,000.00	₹16,829.13	+12.19%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

SIP Amount

₹1,000₹50,000

Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment

₹0

Maturity Value

₹0

Abs. Returns

₹0

Assumed Annual Return

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity

N/A

Debt

N/A

Others

N/A

Sector Allocation

Distribution across different sectors

Industrial Manufacturing 17.78%

Electrical Equipment 10.31%

Other 8.98%

Consumer Durables 8.32%

Industrial Products 7.84%

Auto Components 5.39%

Finance 4.47%

Telecom - Equipment & Accessories 4.32%

Aerospace & Defense 4.19%

Transport Services 4.16%

Capital Markets 3.56%

Pharmaceuticals & Biotechnology 3.28%

Chemicals & Petrochemicals 3.27%

Financial Technology (Fintech) 2.99%

Construction 2.59%

IT - Hardware 2.44%

Automobiles 2.16%

Retailing 2.01%

Diversified Metals 1.94%

Top Holdings

Company-wise portfolio exposure

Diamond Power Infrastructure Ltd. 7.51%

Lumino Industries Limited 5.75%

Aditya Infotech Limited 5.68%

Samvardhana Motherson International Limited 5.39%

Lohia Corp Limited 5.37%

Kalyan Jewellers India Limited 4.98%

Piramal Finance Limited 4.47%

Sterlite Technologies Limited 4.32%

Shadowfax Technologies Limited 4.16%

Raymond Limited 3.80%

Multi Commodity Exchange of India Limited 3.56%

Shaily Engineering Plastics Limited 3.34%

Onesource Specialty Pharma Limited 3.28%

Solar Industries India Limited 3.27%

One 97 Communications Limited 2.99%

Spectrum Electrical Industries Ltd 2.93%

ABB India Limited 2.80%

Cemindia Projects Ltd 2.59%

GNG Electronics Limited 2.44%

Zen Technologies Limited 2.19%

Ola Electric Mobility Ltd 2.16%

Garware Hi-Tech Films Limited 2.09%

V2 Retail Limited 2.01%

Data Patterns (India) Limited 2.00%

Jain Resource Recycling Limited 1.94%

Triparty Repo 8.22%

Net Receivables / (Payables) 0.76%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

Standard Deviation

N/A

Return volatility

Beta

N/A

Benchmark sensitivity

Sharpe Ratio

N/A

Risk-adjusted return

↗

Lock-in Period

N/A

Redemption restriction

◷

Residual Maturity

N/A

Time to maturity

Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name	1Y Return	3Y Return	Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth	72.09%	52.20%	24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth	22.96%	28.71%	27.73%
Kotak Healthcare Fund - Regular Plan - Growth	21.39%	0.00%	18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth	20.17%	18.45%	15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth	20.05%	20.38%	8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth	18.05%	0.00%	10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth	17.93%	0.00%	19.92%
Franklin Asian Equity Fund - Regular Plan - Growth	17.86%	20.14%	7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth	17.69%	0.00%	8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth	17.66%	21.74%	19.93%

Fund Name	AUM	Expense Ratio
Aditya Birla Sun Life Transportation And Logistics Fund - Regular Plan - Growth	N/A	1.06%
Aditya Birla Sun Life Esg Integration Strategy Fund - Regular Plan - Growth	N/A	1.44%
Aditya Birla Sun Life Conglomerate Fund - Regular Plan - Growth	N/A	1.05%
Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth	N/A	1.49%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth	N/A	1.40%
Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth	N/A	0.77%
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth	N/A	1.99%
Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth	N/A	1.19%
Aditya Birla Sun Life Business Cycle Fund - Regular Plan - Growth	N/A	1.65%
Aditya Birla Sun Life Consumption Fund - Regular Plan - Growth	N/A	0.98%

Fund Name	Std. Deviation	Beta	Sharpe Ratio
Aditya Birla Sun Life Transportation And Logistics Fund - Regular Plan - Growth	N/A	0.97	N/A
Aditya Birla Sun Life Esg Integration Strategy Fund - Regular Plan - Growth	N/A	0.97	0.24
Aditya Birla Sun Life Conglomerate Fund - Regular Plan - Growth	N/A	0.97	N/A
Aditya Birla Sun Life Infrastructure Fund - Regular Plan - Growth	N/A	0.97	0.54
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth	N/A	0.95	0.8
Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth	N/A	0.96	0.47
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth	N/A	0.87	1.23
Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth	N/A	0.94	0.78
Aditya Birla Sun Life Business Cycle Fund - Regular Plan - Growth	N/A	0.96	0.37
Aditya Birla Sun Life Consumption Fund - Regular Plan - Growth	N/A	0.91	0.09

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name	1Y Return	3Y Return	Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth	39.59%	35.16%	13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth	20.92%	28.69%	20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth	20.60%	21.55%	20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth	18.97%	13.08%	13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth	16.61%	0.00%	11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth	15.69%	33.70%	24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth	14.77%	0.00%	11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth	14.09%	0.00%	21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth	12.49%	29.61%	26.46%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth	12.10%	0.00%	17.03%

Fund Name	AUM	Expense Ratio
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth	N/A	N/A
Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth	N/A	0.23%
Motilal Oswal Bse Financials Ex Bank 30 Index Fund - Regular Plan - Growth	N/A	0.52%
Motilal Oswal Digital India Fund - Regular Plan - Growth	N/A	1.06%
Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan - Growth	N/A	0.57%
Motilal Oswal Bse Healthcare ETF - Regular Plan - Growth	N/A	N/A
Motilal Oswal Arbitrage Fund - Regular Plan - Growth	N/A	1.00%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Regular Plan - Growth	N/A	0.08%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth	N/A	3.20%
Motilal Oswal Bse 1000 Index Fund - Regular Plan - Growth	N/A	0.46%

Fund Name	Std. Deviation	Beta	Sharpe Ratio
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth	N/A	1	0.5
Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth	N/A	1	0.5
Motilal Oswal Bse Financials Ex Bank 30 Index Fund - Regular Plan - Growth	N/A	1.0	0.7
Motilal Oswal Digital India Fund - Regular Plan - Growth	N/A	N/A	N/A
Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan - Growth	N/A	1	N/A
Motilal Oswal Bse Healthcare ETF - Regular Plan - Growth	N/A	1	1.2
Motilal Oswal Arbitrage Fund - Regular Plan - Growth	N/A	N/A	N/A
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Regular Plan - Growth	N/A	0.6	1.4
Motilal Oswal Active Momentum Fund - Regular Plan - Growth	N/A	N/A	N/A
Motilal Oswal Bse 1000 Index Fund - Regular Plan - Growth	N/A	N/A	N/A

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To achieve 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. However, there can be no assurance that the investment objective of the scheme will be realized

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount: N/A
Min. Lumpsum Amount: N/A
AUM (in Cr.): N/A
Expense Ratio (Regular): 3.05%
Expense Ratio (Direct): 2.93%
Lock-in Period: N/A
Fund Age: N/A
Benchmark: Nifty 500 TRI

Fund Managers

Ajay Khandelwal

18 Years Experience

Ankit Agarwal

20 Years Experience

Varun Sharma

15 Years Experience

Rakesh Shetty

14 Years Experience

Swapnil Mayekar

16 Years Experience

Exit Load

Charges that may apply when you redeem units

1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

Top AMC/Fund Houses

Aditya Birla Sun Life Mutual Fund

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