Motilal Oswal Innovation Opportunities Fund Regular-growth
- 3 Months
- 6 Months
- 1 Year
- 3 Years
- 5 Years
- RSI
Fund Overview
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₹283.7 CrAUM
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₹13.17NAV
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2.44%Expense Ratio
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EquityFund Category
Returns of Motilal Oswal Innovation Opportunities Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.00% | NA | 4.02% |
| 6 Months | 31.20% | NA | 14.62% |
Asset Allocation
equities
85.94%other assets or cash equivalents
14.06%Motilal Oswal Innovation Opportunities Fund Regular-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. 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 2.44%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education
The portfolio allocation consists of 85.94% in equities, 14.06% 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 31.61%.
Fund Details
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Fund NamesMotilal Oswal Innovation Opportunities Fund Regular-growth
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Inception Date18 Feb 2025
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Lock InNo Lock-in
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SIP Minimum Investment amount₹ 100
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SWP Minimum Investment amount₹ 500
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STP Minimum Investment amount₹ 500
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RiskPrincipal at very high risk
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Uti Conservative Hybrid Fund  |
₹1,707.10 Cr | 0.81% | 1.06% | 4.40% | 9.75% | 10.75% |
| Uti Credit Risk Fund |
₹277.27 Cr | 0.72% | 1.61% | 8.19% | 8.05% | 10.28% |
| Uti Dynamic Bond Fund |
₹481.67 Cr | 0.60% | 0.37% | 7.02% | 7.73% | 9.19% |
| Uti Low Duration Fund |
₹3,211.14 Cr | 0.48% | 1.45% | 7.81% | 7.38% | 7.07% |
| Uti Short Duration Fund |
₹3,295.53 Cr | 0.47% | 1.12% | 7.79% | 7.39% | 7.04% |
| Aditya Birla Sun Life Corporate Bond Fund |
₹28,596.86 Cr | 0.51% | 0.89% | 7.80% | 7.90% | 6.67% |
| Uti Money Market Fund |
₹20,553.67 Cr | 0.48% | 1.54% | 7.95% | 7.64% | 6.22% |
| Uti Liquid Fund |
₹29,013.49 Cr | 0.48% | 1.45% | 6.96% | 7.09% | 5.72% |
| Sbi Magnum Ultra Short Duration Fund |
₹15,902.29 Cr | 0.46% | 1.46% | 7.28% | 7.09% | 5.71% |
| Uti Liquid Fund |
₹29,013.49 Cr | 0.47% | 1.43% | 6.87% | 7.00% | 5.63% |
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 |
|---|---|---|---|---|---|---|
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Motilal Oswal Ultra Short Term Fund Regular-growth
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₹564 Cr | 0.41% | 1.18% | 2.83% | 5.64% | 5.75% |
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Motilal Oswal Ultra Short Term Fund Direct-growth
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₹564 Cr | 0.61% | 1.52% | 3.34% | 6.51% | 6.45% |
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Motilal Oswal Nifty 500 Momentum 50 Etf-growth
|
₹216 Cr | 0.65% | -1.84% | 11.60% | - | - |
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Motilal Oswal Nifty 50 Equal Weight Etf-growth
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₹25 Cr | 2.39% | 4.98% | - | - | - |
Motilal Oswal Nifty Midcap150 Momentum 50 Etf-growth
|
₹6 Cr | -0.28% | - | - | - | - |
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Motilal Oswal Bse India Infrastructure Etf-growth
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₹2 Cr | 1.79% | 2.40% | - | - | - |
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Motilal Oswal Nifty Pse Etf-growth
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₹1 Cr | 3.48% | 2.03% | - | - | - |
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Motilal Oswal Nifty India Manufacturing Etf-growth
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₹1 Cr | 4.64% | 8.64% | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Uti Liquid Regular Plan-flexi Idcw |
₹29,013.49 Cr | ₹1,576.78 | 7.00% | 5.63% | 6.19% |
| Uti Liquid Direct-flexi Idcw |
₹29,013.49 Cr | ₹1,586.16 | 7.09% | 5.72% | 6.27% |
| Aditya Birla Sun Life Corporate Bond Fund Direct-discipline Advantage Plan |
₹28,596.86 Cr | ₹10.81 | 7.90% | 6.67% | 7.85% |
| Uti Money Market Fund Direct-flexi Idcw |
₹20,553.67 Cr | ₹1,625.31 | 7.64% | 6.22% | 6.88% |
| Sbi Magnum Ultra Short Duration Fund Regular ( Automatic Reinvestment) |
₹15,902.29 Cr | ₹1,264.64 | 7.09% | 5.71% | 6.55% |
| Uti Short Duration Regular Plan-flexi Idcw |
₹3,295.53 Cr | ₹18.35 | 7.39% | 7.04% | 6.34% |
| Uti Low Duration Fund Regular Plan-bonus |
₹3,211.14 Cr | ₹3,009.68 | 7.38% | 7.07% | 6.20% |
| Uti Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹1,707.10 Cr | ₹45.56 | 9.75% | 10.75% | 8.28% |
| Uti Dynamic Bond Fund Direct-flexi Idcw |
₹481.67 Cr | ₹16.98 | 7.73% | 9.19% | 7.44% |
| Uti Credit Risk Fund Direct-flexi Idcw |
₹277.27 Cr | ₹12.44 | 8.05% | 10.28% | 3.91% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reverse Repo/cblo | Unspecified | 8.22% | ₹23.33 Cr |
| Syrma Sgs Technology Ltd | Technology | 7.18% | ₹20.37 Cr |
| Net Receivables | Unspecified | 5.84% | ₹16.56 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 5.23% | ₹14.83 Cr |
| Au Small Finance Bank Ltd | Financial | 4.76% | ₹13.49 Cr |
| Idfc First Bank Ltd | Financial | 4.55% | ₹12.91 Cr |
| Bajaj Finance Ltd | Financial | 4.51% | ₹12.80 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.39% | ₹12.46 Cr |
| Jm Financial Ltd | Financial | 4.33% | ₹12.27 Cr |
| Interglobe Aviation Ltd | Industrials | 4.07% | ₹11.55 Cr |
| Stylam Industries Ltd | Industrials | 3.90% | ₹11.08 Cr |
| Prestige Estates Projects Ltd | Real Estate | 3.69% | ₹10.47 Cr |
| Pg Electroplast Ltd | Industrials | 3.66% | ₹10.39 Cr |
| Coforge Ltd | Technology | 3.64% | ₹10.33 Cr |
| Central Depository Services (india) Ltd | Financial | 3.53% | ₹10.02 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 3.49% | ₹9.89 Cr |
| Bharti Airtel Ltd | Technology | 3.35% | ₹9.52 Cr |
| Global Health Ltd | Healthcare | 3.04% | ₹8.63 Cr |
| Chalet Hotels Ltd | Consumer Discretionary | 2.94% | ₹8.34 Cr |
| Creditaccess Grameen Ltd | Financial | 2.55% | ₹7.23 Cr |
| Polycab India Ltd | Industrials | 2.35% | ₹6.68 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.23% | ₹6.33 Cr |
| Kfin Technologies Ltd | Financial | 2.15% | ₹6.09 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.02% | ₹5.73 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.93% | ₹5.48 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.79% | ₹5.07 Cr |
| Aditya Infotech Ltd. | Technology | 0.65% | ₹1.86 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Manufacturing Equity Fund Direct-growth |
₹36.66 | 20.31% | 19.37% | 38.22 |
growth is based on 5Y returns of the funds
- 3 Months: 9.00%
- 6 Months: 31.20%
- Since Inception: 31.61%
- Reverse Repo/CBLO – 8.22% of the fund's portfolio
- Syrma SGS Technology Ltd – 7.18% of the fund's portfolio
- Net Receivables – 5.84% of the fund's portfolio
- Siemens Energy India Ltd – 5.23% of the fund's portfolio
- AU Small Finance Bank Ltd – 4.76% of the fund's portfolio
- Financial – 32.99% of the fund's portfolio
- Industrials – 17.48% of the fund's portfolio
- Technology – 14.83% of the fund's portfolio
- Unspecified – 14.06% of the fund's portfolio
- Consumer Discretionary – 8.68% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
