OmniAssetMutual funds › Motilal Oswal Special Opportunities Fund

Motilal Oswal Special Opportunities Fund

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

Latest NAV2 Sep 202612.2499
CategorySectoral / Thematic
PlanDirect · Growth
Launched25 Jul 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.93%
AUM₹43.3 Cr
Growth of ₹10,000₹11,99521 Aug 2025 to 2 Sep 2026
₹12,204₹11,450₹10,697₹9,944₹9,191Aug 2025Nov 2025Feb 2026Jun 2026Sep 2026
₹11,995 (+19.3% a year) Motilal Oswal Special Opportunities Fund
Growth of ₹10,000 — every plotted observation
PointMotilal Oswal Special Opportunities Fund
21 Aug 2025₹10,000
25 Aug 2025₹9,994
1 Sep 2025₹9,979
8 Sep 2025₹10,070
15 Sep 2025₹10,263
22 Sep 2025₹10,295
30 Sep 2025₹9,950
6 Oct 2025₹10,257
13 Oct 2025₹10,285
20 Oct 2025₹10,700
27 Oct 2025₹10,660
3 Nov 2025₹10,616
10 Nov 2025₹10,449
17 Nov 2025₹10,803
24 Nov 2025₹10,452
1 Dec 2025₹10,586
8 Dec 2025₹10,208
15 Dec 2025₹10,290
22 Dec 2025₹10,434
29 Dec 2025₹10,344
5 Jan 2026₹10,466
12 Jan 2026₹10,151
19 Jan 2026₹10,225
27 Jan 2026₹9,879
2 Feb 2026₹9,871
9 Feb 2026₹10,331
16 Feb 2026₹10,238
23 Feb 2026₹10,287
2 Mar 2026₹10,101
9 Mar 2026₹9,628
16 Mar 2026₹9,499
23 Mar 2026₹9,217
30 Mar 2026₹9,191
6 Apr 2026₹9,520
13 Apr 2026₹10,158
20 Apr 2026₹10,394
27 Apr 2026₹10,756
4 May 2026₹10,773
11 May 2026₹11,088
18 May 2026₹10,797
25 May 2026₹11,024
1 Jun 2026₹11,102
8 Jun 2026₹11,012
15 Jun 2026₹11,265
22 Jun 2026₹11,490
29 Jun 2026₹11,322
6 Jul 2026₹11,502
13 Jul 2026₹11,375
20 Jul 2026₹11,336
27 Jul 2026₹11,405
3 Aug 2026₹11,709
10 Aug 2026₹12,006
17 Aug 2026₹12,066
24 Aug 2026₹12,106
31 Aug 2026₹12,204
2 Sep 2026₹11,995

Performance (trailing, annualised)

1Y annualised19.61%

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 ₹1,37,17427.46%

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

Risk

Maximum drawdown-15.17%

Management

Fund managerMr. Ajay Khandelwal(For Equity Component), Mr. Atul Mehra (For Equity Component), Mr. Bhalchandra Shinde (For Equity Component), Mr. Rakesh Shetty (For Debt Component), Mr. Sunil Sawant (For Foreign Securities)
Managing since30 Sep 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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