Motilal Oswal Special Opportunities Fund

NAV as of Dec 04, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹10.5501-0.93% 1 day change	3.3%	App exclusive #NA View Ranked Funds	₹62 Cr

Historical NAV & returns

NAV: ₹10.5501 as on Dec 04, 2025

This fund Category average

Motilal Oswal Special Opportunities Fund overview

AUM (Fund size)	₹62 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 3 months.!
Lock-in Period	Nil
Age	4 m since Jul 25, 2025
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	2.64% as on Nov 30, 2025
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 Dec 01, 2025

Period	This fund	Category average
1 Month	-0.86%	1.01%
3 Months	4.28%	3.78%

Asset allocationas on Oct 31, 2025

Large Cap 25.29%

Mid Cap 29.9%

Small Cap 31.4%

Other Cap 0%

Top holdings

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%

Top sectors

Capital Goods 14.99%

Automobile 14.07%

Healthcare 12.299999999999999%

Energy 10.870000000000001%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Reverse Repo/CBLO 13.031142%

Net Receivables 0.38%

Other Holdings

Others 13.03%

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Special Opportunities Fund	-0.86%	N.A.	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	1.24%	7.58%	9.42%	21.94%	28.14%	14.07%
ICICI Prudential Dividend Yield Equity Fund	0.38%	7.77%	8.28%	22.18%	26.28%	16.24%
ICICI Prudential Value Fund	2.09%	7.94%	9.87%	20.43%	24.26%	15.82%
SBI Contra Fund	0.6%	5.21%	2.42%	18.94%	25.74%	16.58%
ICICI Prudential Diversified Equity All Cap Omni FoF	0.76%	6.37%	6.12%	20.24%	23.23%	12.39%

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	11.43	0.82	1.29	2.27
ICICI Prudential Dividend Yield Equity Fund	11.98	0.85	1.25	1.93
ICICI Prudential Value Fund	10.97	0.78	1.22	2.09
SBI Contra Fund	12.15	0.9	1.01	1.6
ICICI Prudential Diversified Equity All Cap Omni FoF	11.69	0.87	1.13	1.78

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Special Opportunities Fund	N.A.	62 Cr	4 m	2.64%
ICICI Prudential India Opportunities Fund	N.A.	32,669 Cr	6 yrs 11 m	1.56%
ICICI Prudential Dividend Yield Equity Fund	N.A.	6,232 Cr	11 yrs 7 m	1.8%
ICICI Prudential Value Fund	N.A.	57,935 Cr	21 yrs 5 m	1.48%
SBI Contra Fund	N.A.	49,218 Cr	20 yrs 7 m	1.48%
ICICI Prudential Diversified Equity All Cap Omni FoF	N.A.	238 Cr	5 yrs 10 m	0.99%

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 4 m, having been launched on 25/07/2025. Motilal Oswal Special Opportunities Fund has ₹62 Crores worth of assets under management (AUM) as on 31/10/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Special Opportunities Fund as of 04/12/2025 is ₹10.55. The fund has an expense ratio of 2.64%, which is higher than what most other Strategy funds charge.

The fund has the majority of its money invested in Capital Goods, Automobile, Healthcare, Energy, Services sectors. It has taken less exposure in Capital Goods, Automobile sectors compared to other funds in the category.
The fund's top 5 holdings are in LG Electronics India Ltd., CG Power and Industrial Solutions Ltd., Waaree Energies Ltd., Jain Resource Recycling Ltd., Ola Electric Mobility Ltd..

...

Fund AUM	62 Cr as on Oct 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	1,27,837 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

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	37,501 Cr	-6.16%	29.55%
Motilal Oswal Large and Midcap Fund	N.A.	14,870 Cr	1.6%	24.79%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,817 Cr	4.5%	23.56%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	1,044 Cr	-7.56%	23.06%
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,515 Cr	-5.43%	21.99%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	1,038 Cr	9.94%	N.A.

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 ₹10.5501 as of Dec 04, 2025.

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Special Opportunities Fund has an expense ratio of 2.64%, 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 62 Cr as on Oct 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
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%

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
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%

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.