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| NAV as of Dec 04, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹10.5534-0.93% 1 day change | 3.34% | App exclusive | ₹62 Cr |
| Expense ratio | 2.54% as on Nov 30, 2025 |
| Exit load | 1.0% Exit load of 1%, if redeemed within 3 months.! |
| AUM (Fund size) | ₹62 Cr |
| Lock-in Period | Nil |
| Age | 4 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 | -0.85% | 1.05% |
| 3 Months | 4.31% | 4.0% |

Large Cap 25.29%
Mid Cap 29.9%
Small Cap 31.4%
Other Cap 0%
Capital Goods 14.99%
Automobile 14.07%
Healthcare 12.299999999999999%
Energy 10.870000000000001%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Reverse Repo/CBLO 13.031142%
Net Receivables 0.38%
Others 13.03%

| Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Special Opportunities Fund | -0.85% | N.A. | N.A. | N.A. | N.A. | N.A. |
| ICICI Prudential India Opportunities Fund | 1.33% | 8.1% | 10.47% | 23.21% | 29.62% | 15.09% |
| ICICI Prudential Dividend Yield Equity Fund | 0.49% | 8.44% | 9.61% | 23.82% | 27.94% | 17.44% |
| ICICI Prudential Value Fund | 2.13% | 8.22% | 10.44% | 21.06% | 24.92% | 16.65% |
| SBI Contra Fund | 0.66% | 5.63% | 3.28% | 20.03% | 26.8% | 17.44% |
| HDFC Focused Fund | -0.06% | 7.17% | 9.58% | 21.58% | 27.45% | 15.85% |
| 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 | 11.45 | 0.82 | 1.38 | 2.43 |
| ICICI Prudential Dividend Yield Equity Fund | 11.97 | 0.85 | 1.36 | 2.11 |
| ICICI Prudential Value Fund | 10.97 | 0.78 | 1.27 | 2.17 |
| SBI Contra Fund | 12.16 | 0.9 | 1.09 | 1.72 |
| HDFC Focused Fund | 9.73 | 0.72 | 1.45 | 2.31 |
| Fund name | ETM Rank | AUM | Fund age | Expense ratio |
|---|---|---|---|---|
| Motilal Oswal Special Opportunities Fund | N.A. | 62 Cr | 4 m | 2.54% |
| ICICI Prudential India Opportunities Fund | N.A. | 32,669 Cr | 6 yrs 11 m | 0.65% |
| ICICI Prudential Dividend Yield Equity Fund | N.A. | 6,232 Cr | 11 yrs 7 m | 0.55% |
| ICICI Prudential Value Fund | N.A. | 57,935 Cr | 12 yrs 11 m | 0.96% |
| SBI Contra Fund | N.A. | 49,218 Cr | 12 yrs 11 m | 0.68% |
| HDFC Focused Fund | N.A. | 25,140 Cr | 12 yrs 11 m | 0.62% |
Risk ratios are based on three-year data. The required data is unavailable for the scheme.
| Fund AUM | 62 Cr as on Oct 31, 2025 |
| Scheme document | View Scheme Document |
The scheme seeks to generate 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.
| No. of schemes | 48 view all schemes |
| Total AUM | 1,27,837 Cr as on Sep 30, 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. | 37,501 Cr | -5.32% | 30.99% |
| Motilal Oswal Large and Midcap Fund | N.A. | 14,870 Cr | 2.73% | 26.57% |
| Motilal Oswal Nifty Midcap 150 Index Fund | N.A. | 2,817 Cr | 5.28% | 24.48% |
| Motilal Oswal Nifty Smallcap 250 Index Fund | N.A. | 1,044 Cr | -6.9% | 23.92% |
| Motilal Oswal ELSS Tax Saver Fund | N.A. | 4,515 Cr | -4.32% | 23.49% |
| Motilal Oswal BSE Enhanced Value Index Fund | N.A. | 1,038 Cr | 10.73% | N.A. |
The current Net Asset Value (NAV) of the Motilal Oswal Special Opportunities Fund - Direct Growth plan is approximately ₹10.5534 as of Dec 04, 2025.
The Motilal Oswal Special Opportunities Fund - Direct Growth has an expense ratio of 2.54%, 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.
The Motilal Oswal Special Opportunities Fund currently has assets under management (AUM) or fund size valued at approximately 62 Cr as on Oct 31, 2025.
The Motilal Oswal Special Opportunities Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| LG Electronics India Ltd. | 6.98% |
| CG Power and Industrial Solutions Ltd. | 4.36% |
| Waaree Energies Ltd. | 4.14% |
| Jain Resource Recycling Ltd. | 4.02% |
| Ola Electric Mobility Ltd. | 4.0% |
| Dixon Technologies (India) Ltd. | 3.99% |
| Muthoot Finance Ltd. | 3.89% |
| Multi Commodity Exchange Of India Ltd. | 3.87% |
| Gabriel India Ltd. | 3.69% |
| Siemens Energy India Ltd. | 3.49% |
The Motilal Oswal Special Opportunities Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Capital Goods | 14.99% |
| Automobile | 14.07% |
| Healthcare | 12.299999999999999% |
| Energy | 10.870000000000001% |
| Services | 10.31% |
| Consumer Discretionary | 9.950000000000001% |
| Metals & Mining | 7.029999999999999% |
| Financial | 3.89% |
This is a Strategy fund comes with Very High risk.
No, this fund does not have any lock-in period.
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:
For the Mobile Version:
That's it. Your investment in the Motilal Oswal Special Opportunities Fund is complete.
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.
