Return
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- 6M
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹66 Cr
Lock In Period
N/A
Expense Ratio
2.53
Benchmark
NIfty 500 Total Return
Exit Load
1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment.
Summary
Latest details for Motilal Oswal Special Opportunities Fund Growth include a ₹9.6854 NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Special Opportunities Fund Growth AUM is ₹66 Cr, with a lock-in of N/A years, expense ratio of 2.53%, and benchmark NIfty 500 Total Return. Exit load is - 1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -7.86% returns, against a category average of -2.20% and a category best of 14.70%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.86 | -2.20 | 14.70 |
| 6M | -5.03 | 0.66 | 47.64 |
| 1Y | 0.00 | 5.01 | 124.59 |
| 3Y | 0.00 | 11.89 | 234.84 |
Portfolio Analysis
- Equity: 87.55%
- Debt: 12.44%
- Others
As on: 2026-01-31
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About Fund
Motilal Oswal Special Opportunities Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹66 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.53. Under the expert guidance of Ajay Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundKotak Active Momentum Fund Growth | 0 | 1338.83 CR | 2.13 |
| This FundICICI Prudential Conglomerate Fund Growth | 0 | 884.02 CR | 2.32 |
| This FundMotilal Oswal Special Opportunities Fund Growth | 0 | 65.87 CR | 2.53 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Active Momentum Fund Growth | 0 | 0 |
| This FundICICI Prudential Conglomerate Fund Growth | 0 | 0 |
| This FundMotilal Oswal Special Opportunities Fund Growth | 0 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 20.7485 | 107.3724 |
| This FundNippon India Taiwan Equity Fund Growth | 121.493 | 221.1804 |
FAQs
Motilal Oswal Special Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Motilal Oswal Special Opportunities Fund Growth is 2.53. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Motilal Oswal Special Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : -7.86%
- 6 Months : -5.03%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Motilal Oswal Special Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Motilal Oswal Special Opportunities Fund Growth is ₹66 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Motilal Oswal Special Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500