Mutual Funds

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

10.65 +0.07
NAV(₹) as on 22/12/2025

0.66%
1D

-
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.64	Launch Date: 14 Aug 2025
Exit Load: 1% on or before 3M, Nil after 3M	AUM: ₹ 68.5 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 10.87	Min. Investment: SIP : ₹ 500.0 Lumpsum : ₹ 500.0
Scheme Benchmark: NA
Fund Manager: Ajay Khandelwal ,Atul Mehra

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 30/11/2025		11.02 %		88.98 %

TOP HOLDINGS

Ather Energy Ltd.

6.60 %

LG Electronics India Ltd.

6.31 %

Billionbrains Garage Ventures Ltd.

4.64 %

Multi Commodity Exchange Of India Ltd.

4.31 %

Muthoot Finance Ltd.

4.30 %

Jain Resource Recycling Ltd.

4.21 %

Samvardhana Motherson International Ltd.

3.48 %

Waaree Energies Ltd.

3.47 %

One97 Communications Ltd.

3.46 %

Dixon Technologies (India) Ltd.

3.41 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Automobile Two & Three Wheel

9.58 %

Hospital & Healthcare Servic

8.39 %

Fintech

8.09 %

Auto Ancillary

6.56 %

Consumer Durables - Domestic

6.31 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year
NAV (-)
Net Assets (Rs Crores)
Scheme Returns(%)(Absolute)
B'mark Returns(%)(Absolute)
Category Rank

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 \| 9.98 +0.11	14/10/2025	₹ 39.1	-	-	-	-0.20%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.65 +0.07	14/8/2025	₹ 68.5	-	-	-	6.52%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.70 +0.07	30/10/2024	₹ 69.81	5.91%	-	-	6.06%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.84 +0.08	20/12/2024	₹ 87.22	-1.60%	-	-	-1.59%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.88 +0.13	6/6/2024	₹ 143.19	-4.97%	-	-	-0.79%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.47 +0.11	6/6/2024	₹ 148.94	-12.05%	-	-	-10.19%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.07 +0.09	9/12/2024	₹ 198.61	-17.73%	-	-	-18.71%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.97 +0.13	28/2/2025	₹ 307.02	-	-	-	19.72%
Motilal Oswal Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.24 +0.14	17/3/2025	₹ 317.91	-	-	-	22.42%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.13 +0.19	27/12/2023	₹ 331.02	-3.94%	-	-	14.65%