Motilal Oswal Special Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Special Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

70 Cr

Lock In Period

N/A

Expense Ratio

2.47

Exit Load

1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment.

Benchmark

NIfty 500 Total Return

Summary

Motilal Oswal Special Opportunities Fund Growth NAV is ₹11.3283 as of 2 Jun, 2026. Motilal Oswal Special Opportunities Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Motilal Oswal Special Opportunities Fund Growth is ₹500. The AUM of Motilal Oswal Special Opportunities Fund Growth is ₹70 Cr. The expense ratio of the fund is 2.47%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Motilal Oswal Special Opportunities Fund Growth has delivered 3.58% returns.

Motilal Oswal Special Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.58-0.9813.35
6M6.100.58111.48
1Y0.002.95221.92
3Y0.008.79353.35

Portfolio Analysis

  • Equity: 97.22%
  • Debt: 2.78%
  • Others
As on: 2026-04-30
View allocation % by

1. Muthoot Finance Ltd6.69%
2. Shriram Finance Limited5.23%

1. Aditya Birla Capital Limited5.10%
2. ICICI Prudential Asset Management Company Limited4.73%

1. Billionbrains Garage Ventures Ltd5.82%
2. Fractal Analytics Ltd1.12%

1. Onesource Specialty Pharma Limited5.81%

1. Ather Energy Limited5.63%

1. Aditya Infotech Limited5.48%

1. Apollo Hospitals Enterprise Limited2.63%
2. HealthCare Global Enterprises Ltd.2.36%

1. Samvardhana Motherson International Ltd4.77%

1. Jain Resource Recycling Limited4.76%

1. Waaree Energies Limited4.51%

1. Shaily Engineering Plastics Limited4.29%

1. Shadowfax Technologies Limited3.83%

1. Multi Commodity Exchange of India Ltd3.80%

1. Zen Technologies Limited3.55%

1. Schaeffler India Limited3.47%

1. Gabriel India Limited3.01%

1. V2 Retail Ltd2.97%

1. ZF Comm Vehicle Control Systems India Ltd2.90%

1. Bosch Ltd2.89%

1. Amagi Media Labs Limited1.87%

About Fund Motilal Oswal Special Opportunities Fund Growth

Motilal Oswal Special Opportunities Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹70 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.47. 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.

Fund Managers

Ajay Khandelwal

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

Peer Comparison

Fund Name1Y3Y
This FundITI Business Cycle Fund Growth00
This FundGroww Banking & Financial Services Fund Growth5.02710
This FundMotilal Oswal Special Opportunities Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth5.862495.6132
This FundNippon India Taiwan Equity Fund Growth217.5205334.9188

Motilal Oswal Special Opportunities Fund Growth 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 2.47. 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 : 3.58%
  • 6 Months : 6.10%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal Special Opportunities Fund Growth are updated daily based on NAV of ₹ 11.3283 as on Jun 01,2026. Since inception, the return has been 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 ₹70 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.