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Motilal Oswal Special Opportunities Fund Growth Return

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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)

₹74 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 ₹11.6812 as of 23 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 ₹74 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 4.96% returns.

Motilal Oswal Special Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.960.2413.06
6M11.361.77125.97
1Y0.004.54202.92
3Y0.0013.01342.40

Portfolio Analysis

  • Equity: 97.22%
  • Debt: 2.78%
  • Others
As on: 2026-05-31
View allocation % by

1. Muthoot Finance Limited6.14%
2. Shriram Finance Limited4.98%

1. Waaree Energies Limited4.27%
2. ABB India Limited3.25%
3. Premier Energies Limited3.07%

1. Aditya Infotech Limited6.44%

1. Onesource Specialty Pharma Limited5.74%

1. Ather Energy Limited5.46%

1. Samvardhana Motherson International Limited5.40%

1. Aditya Birla Capital Limited5.04%

1. ICICI Prudential Asset Management Company Limited4.78%

1. Shaily Engineering Plastics Limited4.76%

1. Shadowfax Technologies Limited4.20%

1. Jain Resource Recycling Limited3.65%

1. Multi Commodity Exchange of India Limited3.55%

1. Zen Technologies Limited3.32%

1. Schaeffler India Limited3.27%

1. V2 Retail Limited3.24%

1. Gabriel India Limited3.04%

1. Solar Industries India Limited2.83%

1. Bosch Limited2.77%

1. ZF Commercial Vehicle Control Systems India Limited2.72%

1. Apollo Hospitals Enterprise Limited2.65%

1. Ashok Leyland Limited2.65%

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 ₹74 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 NameRatingsAUMExpense Ratio
Kotak Active Momentum Fund Growth01480.27 CR2.15
Union Active Momentum Fund Growth0474.55 CR2.39
Motilal Oswal Special Opportunities Fund Growth074.13 CR2.47
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundKotak Active Momentum Fund Growth00
This FundUnion Active Momentum Fund Growth10.27710
This FundMotilal Oswal Special Opportunities Fund Growth00
This FundHDFC Defence Fund Growth14.9064189.4226
This FundNippon India Taiwan Equity Fund Growth198.7903324.3981

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 : 4.96%
  • 6 Months : 11.36%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal Special Opportunities Fund Growth are updated daily based on NAV of ₹ 11.6812 as on Jun 19,2026. 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 ₹74 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.