Mutual Funds

Motilal Oswal Special Opportunities Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

11.57 -0.16
NAV(₹) as on 7/7/2026

-1.38%
1D

-
1Y

-
3Y

-
5Y

Motilal Oswal Special Opportunities Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.47	Launch Date: 14 Aug 2025
Exit Load: 1% on or before 3M, Nil after 3M	AUM: ₹ 74.13 Crs
Lock-in: Nil	Investing Style: Mid Growth
Portfolio Price To Book Value: 11.73	Min. Investment: SIP : ₹ 500.00 Lumpsum : ₹ 500.00
Scheme Benchmark: NA
Fund Manager: Ajay Khandelwal ,Atul Mehra ,Bhalchandra Shinde

FUND OBJECTIVE

To achieve long term capital appreciation by investing in opportunities presented by special ituations 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

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 31/5/2026		2.78 %		97.22 %

TOP HOLDINGS

Aditya Infotech Ltd.

6.44 %

Muthoot Finance Ltd.

6.14 %

Onesource Specialty Pharma Ltd.

5.74 %

Ather Energy Ltd.

5.46 %

Samvardhana Motherson International Ltd.

5.40 %

Aditya Birla Capital Ltd.

5.04 %

Shriram Finance Ltd.

4.98 %

ICICI Prudential Asset Management Company Ltd.

4.78 %

Shaily Engineering Plastics Ltd.

4.76 %

Waaree Energies Ltd.

4.27 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Finance - NBFC

16.16 %

Auto Ancillary

13.92 %

Trading

9.51 %

Electric Equipment

7.52 %

Pharmaceuticals & Drugs

5.74 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2025-26
NAV (31/3/2026)	9.38
Net Assets (Rs Crores)	6,010.12
Scheme Returns(%)(Absolute)	-6.20
B'mark Returns(%)(Absolute)	NA
Category Rank	103/133

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.58 +-0.08	14/10/2025	₹ 38.56	-	-	-	-4.24%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.17 +0.02	30/10/2024	₹ 53.63	-4.29%	-	-	0.99%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.57 +-0.16	14/8/2025	₹ 74.13	-	-	-	15.73%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.41 +-0.10	9/3/2026	₹ 107.82	-	-	-	4.10%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.65 +0.05	20/12/2024	₹ 110.94	-4.55%	-	-	-2.28%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.48 +-0.07	6/6/2024	₹ 130.01	-1.85%	-	-	-7.60%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.09 +0.00	9/12/2024	₹ 171.14	0.93%	-	-	-12.63%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.92 +-0.03	30/1/2026	₹ 194.04	-	-	-	9.19%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.68 +0.01	6/6/2024	₹ 246.98	-2.77%	-	-	-1.57%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.93 +0.15	28/2/2025	₹ 424.11	9.32%	-	-	20.93%