Motilal Oswal Innovation Opportunities Fund Direct-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 3.62%
NAV: ₹12.73 as on Wed Jan 07, 2026
Fund NAV

Fund Overview of Motilal Oswal Innovation Opportunities Fund Direct-idcw

  • ₹283.7 Cr
    AUM
  • ₹12.73
    NAV
  • 1.03%
    Expense Ratio
As on Wed Jan 07, 2026

Returns of Motilal Oswal Innovation Opportunities Fund Direct-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 3.62% NA NA
6 Months 30.26% NA NA
As on Wed Jan 07, 2026

Asset Allocation

equities

95.76%

other assets or cash equivalents

4.24%
Large Cap: 14.31%
Mid Cap: 34.99%
Small Cap: 50.70%
Other: 0.00%
Top Holdings
Ujjivan Small Finance Bank Ltd
5.60%
Idfc First Bank Ltd
5.84%
Idfc First Bank Ltd
5.84%
Ujjivan Small Finance Bank Ltd
5.78%
Ujjivan Small Finance Bank Ltd
5.78%
 
Top Sectors
Financial
140.97%
Industrials
85.33%
Technology
76.98%
Consumer Discretionary
76.96%
Unspecified
38.30%
Detailed Portfolio Analysis
As on Wed Jan 07, 2026
Invest Now

About Fund

About Motilal Oswal Innovation Opportunities Fund Direct-idcw

Launched on 18 Feb 2025, the fund aims Capital appreciation over long term. Investing predominantly in equity or equity related investments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. It manages assets worth ₹283.7 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.03%.
The portfolio allocation consists of 95.76% in equities, 4.24% in other assets or cash equivalents. Managed by Sunil Sawant, it has delivered a return of 0.00% in the last year, a total return since inception of 32.45%.

Read more
  • Varun Sharma

    Fund Manager

  • Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.

    Manager Education

  • Niket Shah

    Fund Manager

  • Mr. Shah is a MBA in Finance

    Manager Education

  • Atul Mehra

    Fund Manager

  • Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

Fund Details

Fund Names Motilal Oswal Innovation Opportunities Fund Direct-idcw
Inception Date 18 Feb 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Kotak Pioneer Fund Direct - Growth trend ₹3,023 0.08% -0.72% 7.80% 25.24% 19.96%
Kotak Pioneer Fund Regular - Growth trend ₹3,023 -0.03% -1.06% 6.33% 23.47% 18.16%
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Innovation Opportunities Fund Direct-growth increase ₹284 -0.47% -3.67% 0.96% - -
Motilal Oswal Innovation Opportunities Fund Regular-growth increase ₹284 -0.60% -4.03% 0.21% - -
Motilal Oswal Innovation Opportunities Fund Regular-idcw increase ₹284 -0.60% -4.03% 0.21% - -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Pioneer Fund Regular - Growth trend ₹3,023 ₹32.14 23.47% 18.16% -
Kotak Pioneer Fund Direct - Growth trend ₹3,023 ₹35.41 25.24% 19.96% -
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Ujjivan Small Finance Bank LtdFinancial5.60%₹27.97 Cr
Idfc First Bank LtdFinancial5.84%₹26.89 Cr
Idfc First Bank LtdFinancial5.84%₹26.89 Cr
Ujjivan Small Finance Bank LtdFinancial5.78%₹26.64 Cr
Ujjivan Small Finance Bank LtdFinancial5.78%₹26.64 Cr
Idfc First Bank LtdFinancial5.28%₹26.35 Cr
Siemens Energy India LtdEnergy & Utilities4.73%₹23.61 Cr
Kaynes Technology India LtdTechnology5.98%₹23.51 Cr
Reverse Repo/cbloUnspecified8.22%₹23.33 Cr
Kaynes Technology India LtdTechnology4.85%₹22.35 Cr
Kaynes Technology India LtdTechnology4.85%₹22.35 Cr
Bharat Heavy Electricals LtdIndustrials4.41%₹22.01 Cr
Syrma Sgs Technology LtdTechnology4.75%₹21.90 Cr
Syrma Sgs Technology LtdTechnology4.75%₹21.90 Cr
Syrma Sgs Technology LtdTechnology5.26%₹20.68 Cr
Syrma Sgs Technology LtdTechnology7.18%₹20.37 Cr
Syrma Sgs Technology LtdTechnology3.95%₹19.75 Cr
Reverse Repo/cbloUnspecified4.23%₹19.46 Cr
Reverse Repo/cbloUnspecified4.23%₹19.46 Cr
Reverse Repo/cbloUnspecified3.80%₹19.00 Cr
Jm Financial LtdFinancial3.69%₹18.45 Cr
Kaynes Technology India LtdTechnology3.66%₹18.30 Cr
Cummins India LtdIndustrials3.58%₹17.90 Cr
Au Small Finance Bank LtdFinancial3.48%₹17.38 Cr
Cummins India LtdIndustrials3.77%₹17.36 Cr
Cummins India LtdIndustrials3.77%₹17.36 Cr
Chalet Hotels LtdConsumer Discretionary4.40%₹17.30 Cr
Chalet Hotels LtdConsumer Discretionary3.75%₹17.27 Cr
Chalet Hotels LtdConsumer Discretionary3.75%₹17.27 Cr
Bajaj Finance LtdFinancial3.44%₹17.17 Cr
Net ReceivablesUnspecified5.84%₹16.56 Cr
Net ReceivablesUnspecified3.51%₹16.16 Cr
Net ReceivablesUnspecified3.51%₹16.16 Cr
Chalet Hotels LtdConsumer Discretionary3.23%₹16.12 Cr
Emmvee Photovoltaic Power Ltd.3.21%₹16.02 Cr
Au Small Finance Bank LtdFinancial3.47%₹15.98 Cr
Au Small Finance Bank LtdFinancial3.47%₹15.98 Cr
Allied Blenders And Distillers Ltd.Consumer Staples3.17%₹15.85 Cr
Siemens Energy India LtdEnergy & Utilities4.00%₹15.72 Cr
Cummins India LtdIndustrials3.99%₹15.69 Cr
Stylam Industries LtdIndustrials3.13%₹15.62 Cr
Stylam Industries LtdIndustrials3.37%₹15.52 Cr
Stylam Industries LtdIndustrials3.37%₹15.52 Cr
Pg Electroplast LtdIndustrials3.09%₹15.42 Cr
Central Depository Services (india) LtdFinancial3.08%₹15.37 Cr
Uno Minda LtdConsumer Discretionary3.05%₹15.22 Cr
Prestige Estates Projects LtdReal Estate3.28%₹15.12 Cr
Prestige Estates Projects LtdReal Estate3.28%₹15.12 Cr
Jm Financial LtdFinancial3.28%₹15.12 Cr
Jm Financial LtdFinancial3.28%₹15.12 Cr
Interglobe Aviation LtdIndustrials3.00%₹15.00 Cr
Coforge LtdTechnology2.99%₹14.92 Cr
Pg Electroplast LtdIndustrials3.24%₹14.90 Cr
Pg Electroplast LtdIndustrials3.24%₹14.90 Cr
Siemens Energy India LtdEnergy & Utilities5.23%₹14.83 Cr
Ujjivan Small Finance Bank LtdFinancial3.76%₹14.79 Cr
Siemens Energy India LtdEnergy & Utilities3.17%₹14.59 Cr
Siemens Energy India LtdEnergy & Utilities3.17%₹14.59 Cr
Bajaj Finance LtdFinancial3.69%₹14.51 Cr
Bajaj Finance LtdFinancial3.11%₹14.31 Cr
Bajaj Finance LtdFinancial3.11%₹14.31 Cr
Idfc First Bank LtdFinancial3.55%₹13.96 Cr
Coforge LtdTechnology3.02%₹13.90 Cr
Coforge LtdTechnology3.02%₹13.90 Cr
Cg Power & Industrial Solutions LtdIndustrials3.00%₹13.84 Cr
Cg Power & Industrial Solutions LtdIndustrials3.00%₹13.84 Cr
Allied Blenders And Distillers Ltd.Consumer Staples2.98%₹13.72 Cr
Allied Blenders And Distillers Ltd.Consumer Staples2.98%₹13.72 Cr
Central Depository Services (india) LtdFinancial2.96%₹13.63 Cr
Central Depository Services (india) LtdFinancial2.96%₹13.63 Cr
Pine Labs Ltd.2.72%₹13.56 Cr
Au Small Finance Bank LtdFinancial4.76%₹13.49 Cr
Dixon Technologies (india) LtdConsumer Discretionary2.92%₹13.47 Cr
Dixon Technologies (india) LtdConsumer Discretionary2.92%₹13.47 Cr
Amber Enterprises India LtdConsumer Discretionary3.41%₹13.41 Cr
Bharti Airtel LtdTechnology2.90%₹13.38 Cr
Bharti Airtel LtdTechnology2.90%₹13.38 Cr
Au Small Finance Bank LtdFinancial3.39%₹13.31 Cr
Others CbloUnspecified3.32%₹13.03 Cr
Aditya Vision LtdConsumer Discretionary2.83%₹13.02 Cr
Aditya Vision LtdConsumer Discretionary2.83%₹13.02 Cr
Uno Minda LtdConsumer Discretionary2.82%₹12.99 Cr
Uno Minda LtdConsumer Discretionary2.82%₹12.99 Cr
Clean Science And Technology LtdMaterials2.59%₹12.94 Cr
Interglobe Aviation LtdIndustrials2.81%₹12.92 Cr
Interglobe Aviation LtdIndustrials2.81%₹12.92 Cr
Idfc First Bank LtdFinancial4.55%₹12.91 Cr
Creditaccess Grameen LtdFinancial2.79%₹12.83 Cr
Creditaccess Grameen LtdFinancial2.79%₹12.83 Cr
Bajaj Finance LtdFinancial4.51%₹12.80 Cr
Aditya Vision LtdConsumer Discretionary3.24%₹12.74 Cr
Dixon Technologies (india) LtdConsumer Discretionary2.54%₹12.70 Cr
Cg Power & Industrial Solutions LtdIndustrials2.53%₹12.64 Cr
Taj Gvk Hotels & Resorts LtdConsumer Discretionary2.74%₹12.62 Cr
Taj Gvk Hotels & Resorts LtdConsumer Discretionary2.74%₹12.62 Cr
Ujjivan Small Finance Bank LtdFinancial4.39%₹12.46 Cr
Coforge LtdTechnology3.17%₹12.44 Cr
Stylam Industries LtdIndustrials3.16%₹12.43 Cr
Jm Financial LtdFinancial3.16%₹12.42 Cr
Taj Gvk Hotels & Resorts LtdConsumer Discretionary3.16%₹12.41 Cr
Global Health LtdHealthcare2.48%₹12.37 Cr
Jm Financial LtdFinancial4.33%₹12.27 Cr
Bharti Airtel LtdTechnology3.11%₹12.23 Cr
Creditaccess Grameen LtdFinancial3.10%₹12.20 Cr
Creditaccess Grameen LtdFinancial2.44%₹12.19 Cr
Taj Gvk Hotels & Resorts LtdConsumer Discretionary2.44%₹12.17 Cr
Global Health LtdHealthcare3.06%₹12.02 Cr
Uno Minda LtdConsumer Discretionary3.06%₹12.01 Cr
Global Health LtdHealthcare2.60%₹11.99 Cr
Global Health LtdHealthcare2.60%₹11.99 Cr
Prestige Estates Projects LtdReal Estate3.02%₹11.89 Cr
Aditya Vision LtdConsumer Discretionary2.38%₹11.89 Cr
Cg Power & Industrial Solutions LtdIndustrials3.01%₹11.84 Cr
Clean Science And Technology LtdMaterials2.57%₹11.82 Cr
Clean Science And Technology LtdMaterials2.57%₹11.82 Cr
Aptus Value Housing Finance India LtdFinancial2.99%₹11.75 Cr
Aditya Infotech Ltd.Technology2.97%₹11.66 Cr
Interglobe Aviation LtdIndustrials2.96%₹11.63 Cr
Clean Science And Technology LtdMaterials2.96%₹11.61 Cr
Interglobe Aviation LtdIndustrials4.07%₹11.55 Cr
Central Depository Services (india) LtdFinancial2.88%₹11.30 Cr
Stylam Industries LtdIndustrials3.90%₹11.08 Cr
Prestige Estates Projects LtdReal Estate3.69%₹10.47 Cr
Pg Electroplast LtdIndustrials3.66%₹10.39 Cr
Coforge LtdTechnology3.64%₹10.33 Cr
Pg Electroplast LtdIndustrials2.61%₹10.27 Cr
Lenskart Solutions Ltd.2.04%₹10.21 Cr
Central Depository Services (india) LtdFinancial3.53%₹10.02 Cr
Lenskart Solutions Ltd.2.17%₹10.00 Cr
Lenskart Solutions Ltd.2.17%₹10.00 Cr
Tenneco Clean Air India Ltd.2.00%₹9.99 Cr
Cg Power & Industrial Solutions LtdIndustrials3.49%₹9.89 Cr
Bharti Airtel LtdTechnology3.35%₹9.52 Cr
Dixon Technologies (india) LtdConsumer Discretionary2.41%₹9.47 Cr
Le Travenues Technology Ltd.Consumer Discretionary1.84%₹9.19 Cr
Global Health LtdHealthcare3.04%₹8.63 Cr
Chalet Hotels LtdConsumer Discretionary2.94%₹8.34 Cr
Creditaccess Grameen LtdFinancial2.55%₹7.23 Cr
Le Travenues Technology Ltd.Consumer Discretionary1.50%₹6.91 Cr
Le Travenues Technology Ltd.Consumer Discretionary1.50%₹6.91 Cr
Polycab India LtdIndustrials2.35%₹6.68 Cr
Kotak Mahindra Bank LtdFinancial2.23%₹6.33 Cr
Kfin Technologies LtdFinancial2.15%₹6.09 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.02%₹5.73 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.93%₹5.48 Cr
Uno Minda LtdConsumer Discretionary1.79%₹5.07 Cr
Net ReceivablesUnspecified1.21%₹4.74 Cr
Net ReceivablesUnspecified0.44%₹2.18 Cr
Aditya Infotech Ltd.Technology0.65%₹1.86 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Kotak Pioneer Fund Direct - Growth increase ₹35.41 25.24% 19.96% -
Kotak Pioneer Fund Regular - Growth increase ₹32.14 23.47% 18.16% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Innovation Opportunities Fund Direct-idcw

What is the current AUM of Motilal Oswal Innovation Opportunities Fund Direct-idcw?

As of Thu Jul 31, 2025, Motilal Oswal Innovation Opportunities Fund Direct-idcw manages assets worth ₹283.7 crore

How has Motilal Oswal Innovation Opportunities Fund Direct-idcw performed recently?

  • 3 Months: 3.62%
  • 6 Months: 30.26%

What is the long-term performance of Motilal Oswal Innovation Opportunities Fund Direct-idcw?

  • Since Inception: 32.45%

What is the portfolio composition of Motilal Oswal Innovation Opportunities Fund Direct-idcw?

Equity: 95.76%, Others: 4.24%.

Who manages Motilal Oswal Innovation Opportunities Fund Direct-idcw?

Motilal Oswal Innovation Opportunities Fund Direct-idcw is managed by Sunil Sawant from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Innovation Opportunities Fund Direct-idcw?

Large Cap: 14.31%, Mid Cap: 34.99%, Small Cap: 50.70%.

Which are the top companies Motilal Oswal Innovation Opportunities Fund Direct-idcw has invested in?

  • Ujjivan Small Finance Bank Ltd – 5.60% of the fund's portfolio
  • IDFC First Bank Ltd – 5.84% of the fund's portfolio
  • IDFC First Bank Ltd – 5.84% of the fund's portfolio
  • Ujjivan Small Finance Bank Ltd – 5.78% of the fund's portfolio
  • Ujjivan Small Finance Bank Ltd – 5.78% of the fund's portfolio

Which are the major sectors Motilal Oswal Innovation Opportunities Fund Direct-idcw focuses on?

  • Financial – 140.97% of the fund's portfolio
  • Industrials – 85.33% of the fund's portfolio
  • Technology – 76.98% of the fund's portfolio
  • Consumer Discretionary – 76.96% of the fund's portfolio
  • Unspecified – 38.30% of the fund's portfolio
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