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OmniAsset › Mutual funds › Motilal Oswal Innovation Opportunities Fund

Motilal Oswal Innovation Opportunities Fund

Sectoral / Thematic fund benchmarked to Nifty 500 Total Return Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202614.6363
CategorySectoral / Thematic
PlanRegular · Growth
Launched29 Jan 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 Total Return Index
Expense ratiodirect plan, a year2.71%
AUM₹463 Cr
Growth of ₹10,000₹14,62624 Feb 2025 to 2 Sep 2026
₹14,820₹13,608₹12,397₹11,185₹9,974Feb 2025Jul 2025Dec 2025Apr 2026Sep 2026
₹14,626 (+28.4% a year) Motilal Oswal Innovation Opportunities Fund

Performance (trailing, annualised)

1Y annualised14.68%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,38,64729.90%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Rolling returns

Rolling 1Y · average27 windows since 27 Feb 202612.37%
Rolling 1Y · median12.90%
Rolling 1Y · worst window2.73%
Rolling 1Y · best window18.63%
Rolling 1Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.52%
Downside deviation (3Y)11.68%
Maximum drawdown-19.92%

Management

Fund managerVarun Sharma (For Equity Component), Atul Mehra (For Equity Component), Rakesh Shetty (For Debt Component), Swapnil Mayekar (For Overseas Component)
Managing since30 Nov 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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