Question 1

What is the current NAV of Motilal Oswal Special Opportunities Fund Direct-Growth?

Accepted Answer

The current Net Asset Value (NAV) of the Motilal Oswal Special Opportunities Fund - Direct Growth plan is approximately ₹10.0809 as of Feb 02, 2026.

Question 2

How much does this mutual fund charge as expense ratio?

Accepted Answer

The Motilal Oswal Special Opportunities Fund - Direct Growth has an expense ratio of 2.48%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

Question 3

What is the AUM or fund size of this mutual fund?

Accepted Answer

The Motilal Oswal Special Opportunities Fund currently has assets under management (AUM) or fund size valued at approximately 69 Cr as on Dec 31, 2025.

Question 4

What are the top stock holdings of Motilal Oswal Special Opportunities Fund?

Accepted Answer

The Motilal Oswal Special Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Ather Energy Ltd.	6.89%
Multi Commodity Exchange Of India Ltd.	6.5%
Muthoot Finance Ltd.	5.65%
One97 Communications Ltd.	4.78%
Samvardhana Motherson International Ltd.	4.54%
Jain Resource Recycling Ltd.	4.36%
State Bank of India	3.96%
Hindustan Zinc Ltd.	3.9%
V2 Retail Ltd.	3.71%
Schaeffler India Ltd.	3.31%

Question 5

What are the top sectors Motilal Oswal Special Opportunities Fund has invested in?

Accepted Answer

The Motilal Oswal Special Opportunities Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Ather Energy Ltd.	6.89%
Multi Commodity Exchange Of India Ltd.	6.5%
Muthoot Finance Ltd.	5.65%
One97 Communications Ltd.	4.78%
Samvardhana Motherson International Ltd.	4.54%
Jain Resource Recycling Ltd.	4.36%
State Bank of India	3.96%
Hindustan Zinc Ltd.	3.9%
V2 Retail Ltd.	3.71%
Schaeffler India Ltd.	3.31%

Question 6

What is risk level of Motilal Oswal Special Opportunities Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 7

Is there any lock-in period in this mutual fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 8

How do I invest in Motilal Oswal Special Opportunities Fund Direct-Growth?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Motilal Oswal Special Opportunities Fund - Direct Growth, select your investment mode (lump sum or SIP), and enter the investment amount.
Provide the required details, including the bank account you'll use for payment, and confirm your investment.

That's it. Your investment in the Motilal Oswal Special Opportunities Fund is complete.

Question 9

How can I redeem my investments in Motilal Oswal Special Opportunities Fund?

Accepted Answer

Redeeming your investments in the Motilal Oswal Special Opportunities Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	2.48% as on Feb 02, 2026
Exit load	1.0% Exit load of 1%, if redeemed within 3 months.!
AUM (Fund size)	₹69 Cr
Lock-in Period	Nil
Age	6 m since Jul 25, 2025
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	-5.69%	-5.0%
3 Months	-7.02%	-4.43%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Special Opportunities Fund	-5.69%	N.A.	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	-2.97%	5.64%	12.89%	24.07%	25.84%	14.9%
ICICI Prudential Value Fund	-3.51%	3.96%	11.85%	20.58%	21.22%	17.49%
ICICI Prudential Dividend Yield Equity Fund	-3.62%	3.79%	11.74%	23.62%	24.78%	18.62%
SBI Contra Fund	-3.71%	2.29%	7.43%	20.68%	22.18%	18.06%
ICICI Prudential Diversified Equity All Cap Omni FoF	-4.81%	1.4%	8.8%	20.98%	20.64%	12.46%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Special Opportunities Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.32	0.83	1.44	2.34
ICICI Prudential Value Fund	11.1	0.81	1.23	2.08
ICICI Prudential Dividend Yield Equity Fund	11.93	0.87	1.38	2.16
SBI Contra Fund	12.08	0.91	1.15	1.76
ICICI Prudential Diversified Equity All Cap Omni FoF	11.67	0.89	1.21	1.86

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Special Opportunities Fund	N.A.	69 Cr	6 m	2.48%
ICICI Prudential India Opportunities Fund	N.A.	34,779 Cr	7 yrs 1 m	0.66%
ICICI Prudential Value Fund	N.A.	61,272 Cr	13 yrs 1 m	0.96%
ICICI Prudential Dividend Yield Equity Fund	N.A.	6,400 Cr	11 yrs 9 m	0.57%
SBI Contra Fund	N.A.	49,967 Cr	13 yrs 1 m	0.71%
ICICI Prudential Diversified Equity All Cap Omni FoF	N.A.	258 Cr	5 yrs 11 m	0.46%

Motilal Oswal Special Opportunities Fund Direct-Growth

Historical NAV & returns

Motilal Oswal Special Opportunities Fund overview

Motilal Oswal Special Opportunities Fund Returns calculator

Trailing returns as on Feb 03, 2026

Asset allocationas on Dec 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

About this fund

About Motilal Oswal Special Opportunities Fund

Fund managers

Investment objective

Motilal Oswal Mutual Fund details

More funds from Motilal Oswal Mutual Fund

Frequently asked questions

ET Money rank

Fund AUM	69 Cr as on Dec 31, 2025
Scheme document	View Scheme Document

No. of schemes	48 view all schemes
Total AUM	1,41,910 Cr as on Dec 31, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

Fund name	ETM Rank	AUM	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	36,880 Cr	-4.17%	25.54%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	1,283 Cr	29.56%	N.A.
Motilal Oswal Large and Midcap Fund	N.A.	15,055 Cr	4.36%	21.1%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	3,023 Cr	8.98%	20.86%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	1,021 Cr	-0.7%	19.35%
Motilal Oswal S&P 500 Index Fund	N.A.	4,103 Cr	22.45%	18.39%

Sector	Percentage of Portfolio
Automobile	20.33%
Financial	18.05%
Services	14.990000000000002%
Metals & Mining	11.36%
Healthcare	7.93%
Energy	6.52%
Capital Goods	4.83%
Consumer Discretionary	2.88%