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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 202614.9566
CategorySectoral / Thematic
PlanDirect · Growth
Launched29 Jan 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 Total Return Index
Expense ratiodirect plan, a year1.28%
AUM₹79.4 Cr
Growth of ₹10,000₹14,94224 Feb 2025 to 2 Sep 2026
₹15,140₹13,851₹12,563₹11,275₹9,987Feb 2025Jul 2025Dec 2025Apr 2026Sep 2026
₹14,942 (+30.3% a year) Motilal Oswal Innovation Opportunities Fund

Performance (trailing, annualised)

1Y annualised16.37%

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 ₹1,39,75031.74%

₹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 202614.01%
Rolling 1Y · median14.57%
Rolling 1Y · worst window4.20%
Rolling 1Y · best window20.37%
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)11.64%
Maximum drawdown-19.42%

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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