Fund Overview of Motilal Oswal Special Opportunities Fund Direct-idcw
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₹11.01NAV
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EquityFund Category
Asset Allocation
equities
86.59%other assets or cash equivalents
13.41%Motilal Oswal Special Opportunities Fund Direct-idcw is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 14 Aug 2025, the fund aims Capital appreciation over long term Investing predominantly in equities and equity related instruments of special situations theme. The portfolio allocation consists of 86.59% in equities, 13.41% in other assets or cash equivalents. Managed by Bhalchandra Shinde, it has delivered a return of 0.00% in the last year, a total return since inception of 5.22%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Special Opportunities Fund Direct-idcw
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹801 | 4.09% | 8.57% | 17.19% | 21.28% | 21.82% |
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹801 | 4.00% | 8.29% | 15.93% | 19.88% | 20.10% |
| Taurus Ethical Fund Direct-growth |
₹320 | 2.59% | 3.11% | 3.69% | 15.78% | 17.48% |
| Taurus Ethical Fund Regular-growth |
₹320 | 2.45% | 2.74% | 2.25% | 14.30% | 16.14% |
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Nifty India Defence Index Fund Direct-growth
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₹3,496 | 1.54% | 6.71% | 0.54% | 35.97% | - |
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Motilal Oswal Nifty Capital Market Index Fund Regular-growth
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₹261 | 2.98% | 5.81% | 15.64% | - | - |
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Motilal Oswal Active Momentum Fund Regular - Growth
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₹124 | 4.71% | 13.98% | 22.17% | - | - |
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Motilal Oswal Active Momentum Fund Direct - Growth
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₹124 | 4.72% | 14.01% | 22.23% | - | - |
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Motilal Oswal Nifty Capital Market Etf-growth
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₹63 | 3.04% | 5.99% | 16.01% | - | - |
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Motilal Oswal Services Fund Regular-growth
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₹42 | 0.88% | 5.57% | - | - | - |
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Motilal Oswal Services Fund Direct-growth
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₹42 | 0.91% | 5.61% | - | - | - |
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Motilal Oswal Nifty India Tourism Etf-growth
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₹1 | -0.77% | -4.45% | - | - | - |
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹801 | ₹26.78 | 19.88% | 20.10% | - |
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹801 | ₹28.77 | 21.28% | 21.82% | - |
| Taurus Ethical Fund Regular-growth |
₹320 | ₹129.94 | 14.30% | 16.14% | 12.73% |
| Taurus Ethical Fund Direct-growth |
₹320 | ₹147.04 | 15.78% | 17.48% | 13.91% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reverse Repo/cblo | Unspecified | 13.03% | ₹8.10 Cr |
| Reverse Repo/cblo | Unspecified | 13.03% | ₹8.10 Cr |
| Net Receivables | Unspecified | 9.46% | ₹5.14 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 6.98% | ₹4.34 Cr |
| Lg Electronics India Ltd. | Consumer Discretionary | 6.98% | ₹4.34 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 5.20% | ₹2.82 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 5.02% | ₹2.73 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 4.36% | ₹2.71 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 4.36% | ₹2.71 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 4.80% | ₹2.61 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 4.14% | ₹2.57 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 4.14% | ₹2.57 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 4.59% | ₹2.50 Cr |
| Jain Resource Recycling Ltd. | 4.02% | ₹2.50 Cr | |
| Jain Resource Recycling Ltd. | 4.02% | ₹2.50 Cr | |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 4.00% | ₹2.49 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 4.00% | ₹2.49 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 3.99% | ₹2.48 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 3.99% | ₹2.48 Cr |
| Muthoot Finance Ltd | Financial | 3.89% | ₹2.42 Cr |
| Muthoot Finance Ltd | Financial | 3.89% | ₹2.42 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.87% | ₹2.40 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.87% | ₹2.40 Cr |
| Muthoot Finance Ltd | Financial | 4.30% | ₹2.34 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 4.29% | ₹2.33 Cr |
| Others Cblo | Unspecified | 4.23% | ₹2.30 Cr |
| Gabriel India Ltd | Consumer Discretionary | 3.69% | ₹2.29 Cr |
| Gabriel India Ltd | Consumer Discretionary | 3.69% | ₹2.29 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 3.49% | ₹2.17 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 3.49% | ₹2.17 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 3.98% | ₹2.17 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 3.48% | ₹2.16 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 3.48% | ₹2.16 Cr |
| Gabriel India Ltd | Consumer Discretionary | 3.91% | ₹2.13 Cr |
| Bharat Dynamics Ltd | Industrials | 3.40% | ₹2.11 Cr |
| Bharat Dynamics Ltd | Industrials | 3.40% | ₹2.11 Cr |
| Schaeffler India Ltd | Industrials | 3.87% | ₹2.10 Cr |
| Bharat Dynamics Ltd | Industrials | 3.79% | ₹2.06 Cr |
| One 97 Communications Ltd | Industrials | 3.27% | ₹2.03 Cr |
| One 97 Communications Ltd | Industrials | 3.27% | ₹2.03 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.73% | ₹2.03 Cr |
| Healthcare Global Enterprises Ltd | Healthcare | 3.26% | ₹2.02 Cr |
| Healthcare Global Enterprises Ltd | Healthcare | 3.26% | ₹2.02 Cr |
| Zomato Ltd | Technology | 3.71% | ₹2.02 Cr |
| Aegis Vopak Terminals Ltd. | Energy & Utilities | 3.24% | ₹2.01 Cr |
| Aegis Vopak Terminals Ltd. | Energy & Utilities | 3.24% | ₹2.01 Cr |
| Schaeffler India Ltd | Industrials | 3.24% | ₹2.01 Cr |
| Schaeffler India Ltd | Industrials | 3.24% | ₹2.01 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 3.21% | ₹1.99 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 3.21% | ₹1.99 Cr |
| Wework India Management Ltd. | 3.21% | ₹1.99 Cr | |
| Wework India Management Ltd. | 3.21% | ₹1.99 Cr | |
| Zomato Ltd | Technology | 3.17% | ₹1.97 Cr |
| Zomato Ltd | Technology | 3.17% | ₹1.97 Cr |
| Aegis Vopak Terminals Ltd. | Energy & Utilities | 3.46% | ₹1.88 Cr |
| Jindal Stainless Ltd | Materials | 3.01% | ₹1.87 Cr |
| Jindal Stainless Ltd | Materials | 3.01% | ₹1.87 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 3.41% | ₹1.86 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 2.97% | ₹1.85 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 2.97% | ₹1.85 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 3.39% | ₹1.84 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 2.95% | ₹1.84 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 2.95% | ₹1.84 Cr |
| Jindal Stainless Ltd | Materials | 3.37% | ₹1.83 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 3.35% | ₹1.82 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 2.90% | ₹1.80 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 2.90% | ₹1.80 Cr |
| Max Healthcare Institute Ltd | Healthcare | 2.88% | ₹1.79 Cr |
| Max Healthcare Institute Ltd | Healthcare | 2.88% | ₹1.79 Cr |
| One 97 Communications Ltd | Industrials | 3.23% | ₹1.75 Cr |
| Healthcare Global Enterprises Ltd | Healthcare | 3.21% | ₹1.74 Cr |
| Max Healthcare Institute Ltd | Healthcare | 3.20% | ₹1.74 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 2.89% | ₹1.57 Cr |
| Suzlon Energy Ltd | Industrials | 2.83% | ₹1.54 Cr |
| Jain Resource Recycling Ltd. | 2.76% | ₹1.50 Cr | |
| Net Receivables | Unspecified | 0.38% | ₹0.23 Cr |
| Net Receivables | Unspecified | 0.38% | ₹0.23 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹28.77 | 21.28% | 21.82% | - |
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹26.78 | 19.88% | 20.10% | - |
| Taurus Ethical Fund Direct-growth |
₹147.04 | 15.78% | 17.48% | - |
| Taurus Ethical Fund Regular-growth |
₹129.94 | 14.30% | 16.14% | - |
Motilal Oswal Special Opportunities Fund Direct-idcw
What is the long-term performance of Motilal Oswal Special Opportunities Fund Direct-idcw?
- Since Inception: 5.22%
What is the portfolio composition of Motilal Oswal Special Opportunities Fund Direct-idcw?
Equity: 86.59%, Others: 13.41%.
Who manages Motilal Oswal Special Opportunities Fund Direct-idcw?
Motilal Oswal Special Opportunities Fund Direct-idcw is managed by Bhalchandra Shinde from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Special Opportunities Fund Direct-idcw?
Large Cap: 29.21%, Mid Cap: 34.53%, Small Cap: 36.26%.
Which are the top companies Motilal Oswal Special Opportunities Fund Direct-idcw has invested in?
- Reverse Repo/CBLO – 13.03% of the fund's portfolio
- Reverse Repo/CBLO – 13.03% of the fund's portfolio
- Net Receivables – 9.46% of the fund's portfolio
- LG Electronics India Ltd. – 6.98% of the fund's portfolio
- LG Electronics India Ltd. – 6.98% of the fund's portfolio
Which are the major sectors Motilal Oswal Special Opportunities Fund Direct-idcw focuses on?
- Consumer Discretionary – 76.80% of the fund's portfolio
- Industrials – 47.27% of the fund's portfolio
- Healthcare – 41.17% of the fund's portfolio
- Unspecified – 40.52% of the fund's portfolio
- Energy & Utilities – 34.08% of the fund's portfolio
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