Motilal Oswal Special Opportunities Fund

NAV as of Feb 02, 2026	Returns since inception	ET Money Rank	AUM (Fund size)
₹10.0761-1.76% 1 day change	-1.34%	App exclusive #NA View Ranked Funds	₹69 Cr

Historical NAV & returns

NAV: ₹10.0761 as on Feb 02, 2026

This fund Category average

Motilal Oswal Special Opportunities Fund overview

AUM (Fund size)	₹69 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 3 months.!
Lock-in Period	Nil
Age	6 m since Jul 25, 2025
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	2.58% as on Feb 02, 2026
Plan type	Regular
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%

Motilal Oswal Special Opportunities Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Feb 03, 2026

Period	This fund	Category average
1 Month	-5.7%	-8.79%
3 Months	-7.04%	-8.32%

Asset allocationas on Dec 31, 2025

Large Cap 30.11%

Mid Cap 27.66%

Small Cap 35.35%

Other Cap 0%

Top holdings

Ather Energy Ltd.6.89%

Multi Commodity Exchange Of India Ltd.6.5%

Muthoot Finance Ltd.5.65%

One97 Communications Ltd.4.78%

Top sectors

Automobile 20.33%

Financial 18.05%

Services 14.990000000000002%

Metals & Mining 11.36%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 5.25%

Allocation by Instruments

CBLO 5.25290857%

Net Receivables 1.63408717%

Other Holdings

Others 1.63%

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Special Opportunities Fund	-5.7%	N.A.	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	-3.02%	5.18%	11.87%	22.83%	24.41%	13.86%
ICICI Prudential Value Fund	-3.55%	3.69%	11.27%	19.95%	20.57%	16.67%
ICICI Prudential Dividend Yield Equity Fund	-3.71%	3.15%	10.38%	22.01%	23.15%	17.4%
ICICI Prudential Diversified Equity All Cap Omni FoF	-4.85%	1.14%	8.2%	20.31%	19.81%	11.98%
SBI Contra Fund	-3.77%	1.88%	6.55%	19.59%	21.15%	17.19%

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	11.3	0.83	1.35	2.2
ICICI Prudential Value Fund	11.09	0.81	1.18	2.0
ICICI Prudential Dividend Yield Equity Fund	11.93	0.87	1.26	1.98
ICICI Prudential Diversified Equity All Cap Omni FoF	11.66	0.89	1.16	1.79
SBI Contra Fund	12.07	0.91	1.07	1.65

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Special Opportunities Fund	N.A.	69 Cr	6 m	2.58%
ICICI Prudential India Opportunities Fund	N.A.	34,779 Cr	7 yrs 1 m	1.57%
ICICI Prudential Value Fund	N.A.	61,272 Cr	21 yrs 6 m	1.48%
ICICI Prudential Dividend Yield Equity Fund	N.A.	6,400 Cr	11 yrs 9 m	1.8%
ICICI Prudential Diversified Equity All Cap Omni FoF	N.A.	258 Cr	5 yrs 11 m	1.02%
SBI Contra Fund	N.A.	49,967 Cr	20 yrs 8 m	1.5%

View all Strategy funds

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

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Motilal Oswal Special Opportunities Fund in detail with

About this fund

About Motilal Oswal Special Opportunities Fund

Motilal Oswal Special Opportunities Fund is a Strategy mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 6 m, having been launched on 25/07/2025. Motilal Oswal Special Opportunities Fund has ₹69 Crores worth of assets under management (AUM) as on 31/12/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Special Opportunities Fund as of 02/02/2026 is ₹10.08. The fund has an expense ratio of 2.58%, which is higher than what most other Strategy funds charge.

The fund has the majority of its money invested in Automobile, Financial, Services, Metals & Mining, Healthcare sectors. It has taken less exposure in Automobile, Financial sectors compared to other funds in the category.
The fund's top 5 holdings are in Ather Energy Ltd., Multi Commodity Exchange Of India Ltd., Muthoot Finance Ltd., One97 Communications Ltd., Samvardhana Motherson International Ltd..

...

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

Fund managers

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Rakesh Shetty

Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Atul Mehra

Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Bhalchandra Shinde

Mr. Shinde has done M.M.S Finance & B.E. Mechanical Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking

Investment objective

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.

Motilal Oswal Mutual Fund details

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

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	36,880 Cr	-4.99%	24.19%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	1,283 Cr	28.63%	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	3,023 Cr	8.17%	19.96%
Motilal Oswal Large and Midcap Fund	N.A.	15,055 Cr	3.25%	19.43%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	1,021 Cr	-1.41%	18.51%
Motilal Oswal S&P 500 Index Fund	N.A.	4,103 Cr	21.79%	17.72%

See all Equity funds from this AMC

Frequently asked questions

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

The current Net Asset Value (NAV) of the Motilal Oswal Special Opportunities Fund plan is approximately ₹10.0761 as of Feb 02, 2026.

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Special Opportunities Fund has an expense ratio of 2.58%, 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.

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

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.

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

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%

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

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

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%

What is risk level of Motilal Oswal Special Opportunities Fund?

This is a Strategy fund comes with Very High risk.

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

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

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

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.

ET Money rank

App exclusive

in Strategy

#NA

Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 3 Months .
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 3 months.