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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹60 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 ₹10.8063 NAV as of Apr 21,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Special Opportunities Fund Growth AUM is ₹60 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 8.37% returns, against a category average of 0.35% and a category best of 20.86%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.370.3520.86
6M-2.911.4491.07
1Y0.004.61250.77
3Y0.0011.76316.93

Portfolio Analysis

  • Equity: 98.02%
  • Debt: 2.00%
  • Others
As on: 2026-03-31
View allocation % by

1. Muthoot Finance Limited6.26%
2. Shriram Finance Limited5.65%

1. Aditya Birla Capital Limited5.00%
2. ICICI Prudential Asset Management Company Limited4.67%

1. Bharat Electronics Limited3.65%
2. Zen Technologies Limited3.15%

1. Billionbrains Garage Ventures Ltd4.29%
2. Fractal Analytics Ltd2.11%

1. Jain Resource Recycling Limited5.50%

1. Apollo Hospitals Enterprise Limited2.97%
2. Healthcare Global Enterprises Limited2.51%

1. Ather Energy Limited5.27%

1. Waaree Energies Limited5.22%

1. KEI Industries Limited4.09%

1. Schaeffler India Limited3.76%

1. Multi Commodity Exchange of India Limited3.54%

1. V2 Retail Limited3.28%

1. ZF Commercial Vehicle Control Systems India Limited3.15%

1. Shadowfax Technologies Limited3.08%

1. State Bank of India2.98%

1. Samvardhana Motherson International Limited2.95%

1. Gabriel India Limited2.81%

1. Wework India Management Limited2.76%

1. Amagi Media Labs Limited2.71%

1. Bosch Limited2.68%

1. Aegis Vopak Terminals Limited2.45%

1. Shaily Engineering Plastics Limited1.53%

About Fund

Motilal Oswal Special Opportunities Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹60 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.

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 NameRatingsAUMExpense Ratio
This FundWhiteOak Capital Digital Bharat Fund Growth0363.91 CR2.39
This FundUTI Innovation Fund Growth0624.49 CR2.37
This FundMotilal Oswal Special Opportunities Fund Growth060.1 CR2.53
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundWhiteOak Capital Digital Bharat Fund Growth1.02240
This FundUTI Innovation Fund Growth-2.48090
This FundMotilal Oswal Special Opportunities Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth12.6311111.6323
This FundNippon India Taiwan Equity Fund Growth245.904299.9424

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 : 8.37%
  • 6 Months : -2.91%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal Special Opportunities Fund Growth are updated daily based on NAV of ₹ 10.8063 as on Apr 21,2026. 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 ₹60 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