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Motilal Oswal Special Opportunities Fund-Regular Plan-Growth

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NAV
₹ 10.7007 ₹ 0.02 (0.15 %)
as on 06-01-2026
Asset Size (AUM)
68.23 Cr
Launch Date
Jul 25, 2025
Investment Objective
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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Jul 25, 2025
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4.78

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.64%
Volatility
0.0 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
=Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Sunil Sawant
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 06-01-2026

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Motilal Oswal Special Opportunities Fund-Regular Plan-Growth 25-07-2025 0.0 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth 23-10-2020 14.56 16.77 20.87 17.62 0.0
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 8.11 0.0 0.0 0.0 0.0
Kotak Special Opportunities Fund - Regular Plan - Growth Option 05-06-2024 2.97 0.0 0.0 0.0 0.0
Samco Special Opportunities Fund - Regular Plan - Growth 06-06-2024 -7.79 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings