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 202612.236
CategorySectoral / Thematic
PlanRegular · Growth
Launched25 Jul 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year3.05%
AUM₹27.0 Cr
Growth of ₹10,000₹11,98121 Aug 2025 to 2 Sep 2026
₹12,191₹11,439₹10,688₹9,936₹9,185Aug 2025Nov 2025Feb 2026Jun 2026Sep 2026
₹11,981 (+19.1% 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₹10,069
15 Sep 2025₹10,262
22 Sep 2025₹10,294
30 Sep 2025₹9,949
6 Oct 2025₹10,255
13 Oct 2025₹10,283
20 Oct 2025₹10,698
27 Oct 2025₹10,658
3 Nov 2025₹10,614
10 Nov 2025₹10,446
17 Nov 2025₹10,800
24 Nov 2025₹10,449
1 Dec 2025₹10,583
8 Dec 2025₹10,205
15 Dec 2025₹10,287
22 Dec 2025₹10,430
29 Dec 2025₹10,340
5 Jan 2026₹10,462
12 Jan 2026₹10,147
19 Jan 2026₹10,221
27 Jan 2026₹9,875
2 Feb 2026₹9,866
9 Feb 2026₹10,326
16 Feb 2026₹10,233
23 Feb 2026₹10,282
2 Mar 2026₹10,096
9 Mar 2026₹9,623
16 Mar 2026₹9,494
23 Mar 2026₹9,212
30 Mar 2026₹9,185
6 Apr 2026₹9,514
13 Apr 2026₹10,151
20 Apr 2026₹10,387
27 Apr 2026₹10,749
4 May 2026₹10,765
11 May 2026₹11,080
18 May 2026₹10,789
25 May 2026₹11,015
1 Jun 2026₹11,092
8 Jun 2026₹11,002
15 Jun 2026₹11,255
22 Jun 2026₹11,480
29 Jun 2026₹11,312
6 Jul 2026₹11,491
13 Jul 2026₹11,364
20 Jul 2026₹11,325
27 Jul 2026₹11,394
3 Aug 2026₹11,697
10 Aug 2026₹11,994
17 Aug 2026₹12,054
24 Aug 2026₹12,093
31 Aug 2026₹12,191
2 Sep 2026₹11,981

Performance (trailing, annualised)

1Y annualised19.48%

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 ₹1,37,09027.32%

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

Risk

Maximum drawdown-15.20%

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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