Motilal Oswal Special Opportunities Fund Direct-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.00%
Fund NAV

Fund Overview of Motilal Oswal Special Opportunities Fund Direct-idcw

  • ₹11.01
    NAV
  • Equity
    Fund Category
As on Wed Nov 19, 2025

Asset Allocation

equities

86.59%

other assets or cash equivalents

13.41%
Large Cap: 29.21%
Mid Cap: 34.53%
Small Cap: 36.26%
Other: 0.00%
Top Holdings
Reverse Repo/cblo
13.03%
Reverse Repo/cblo
13.03%
Net Receivables
9.46%
Lg Electronics India Ltd.
6.98%
Lg Electronics India Ltd.
6.98%
 
Top Sectors
Consumer Discretionary
76.80%
Industrials
47.27%
Healthcare
41.17%
Unspecified
40.52%
Energy & Utilities
34.08%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Motilal Oswal Special Opportunities Fund Direct-idcw

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%.

Read more
  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Atul Mehra

    Fund Manager

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

    Manager Education

  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

  • Bhalchandra Shinde

    Fund Manager

  • Mr. Shinde has done M.M.S Finance & B.E. Mechanical

    Manager Education

Fund Details

Fund Names Motilal Oswal Special Opportunities Fund Direct-idcw
Inception Date 14 Aug 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

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 4.09% 8.57% 17.19% 21.28% 21.82%
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 4.00% 8.29% 15.93% 19.88% 20.10%
Taurus Ethical Fund Direct-growth trend ₹320 2.59% 3.11% 3.69% 15.78% 17.48%
Taurus Ethical Fund Regular-growth trend ₹320 2.45% 2.74% 2.25% 14.30% 16.14%
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 Nifty India Defence Index Fund Direct-growth increase ₹3,496 1.54% 6.71% 0.54% 35.97% -
Motilal Oswal Nifty Capital Market Index Fund Regular-growth increase ₹261 2.98% 5.81% 15.64% - -
Motilal Oswal Active Momentum Fund Regular - Growth increase ₹124 4.71% 13.98% 22.17% - -
Motilal Oswal Active Momentum Fund Direct - Growth increase ₹124 4.72% 14.01% 22.23% - -
Motilal Oswal Nifty Capital Market Etf-growth increase ₹63 3.04% 5.99% 16.01% - -
Motilal Oswal Services Fund Regular-growth increase ₹42 0.88% 5.57% - - -
Motilal Oswal Services Fund Direct-growth increase ₹42 0.91% 5.61% - - -
Motilal Oswal Nifty India Tourism Etf-growth increase ₹1 -0.77% -4.45% - - -
View More
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 ₹26.78 19.88% 20.10% -
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 ₹28.77 21.28% 21.82% -
Taurus Ethical Fund Regular-growth trend ₹320 ₹129.94 14.30% 16.14% 12.73%
Taurus Ethical Fund Direct-growth trend ₹320 ₹147.04 15.78% 17.48% 13.91%
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Reverse Repo/cbloUnspecified13.03%₹8.10 Cr
Reverse Repo/cbloUnspecified13.03%₹8.10 Cr
Net ReceivablesUnspecified9.46%₹5.14 Cr
Lg Electronics India Ltd.Consumer Discretionary6.98%₹4.34 Cr
Lg Electronics India Ltd.Consumer Discretionary6.98%₹4.34 Cr
Ola Electric Mobility Ltd.Consumer Discretionary5.20%₹2.82 Cr
Cg Power & Industrial Solutions LtdIndustrials5.02%₹2.73 Cr
Cg Power & Industrial Solutions LtdIndustrials4.36%₹2.71 Cr
Cg Power & Industrial Solutions LtdIndustrials4.36%₹2.71 Cr
Dixon Technologies (india) LtdConsumer Discretionary4.80%₹2.61 Cr
Waaree Energies Ltd.Energy & Utilities4.14%₹2.57 Cr
Waaree Energies Ltd.Energy & Utilities4.14%₹2.57 Cr
Waaree Energies Ltd.Energy & Utilities4.59%₹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 Discretionary4.00%₹2.49 Cr
Ola Electric Mobility Ltd.Consumer Discretionary4.00%₹2.49 Cr
Dixon Technologies (india) LtdConsumer Discretionary3.99%₹2.48 Cr
Dixon Technologies (india) LtdConsumer Discretionary3.99%₹2.48 Cr
Muthoot Finance LtdFinancial3.89%₹2.42 Cr
Muthoot Finance LtdFinancial3.89%₹2.42 Cr
Multi Commodity Exchange Of India LtdFinancial3.87%₹2.40 Cr
Multi Commodity Exchange Of India LtdFinancial3.87%₹2.40 Cr
Muthoot Finance LtdFinancial4.30%₹2.34 Cr
Siemens Energy India LtdEnergy & Utilities4.29%₹2.33 Cr
Others CbloUnspecified4.23%₹2.30 Cr
Gabriel India LtdConsumer Discretionary3.69%₹2.29 Cr
Gabriel India LtdConsumer Discretionary3.69%₹2.29 Cr
Siemens Energy India LtdEnergy & Utilities3.49%₹2.17 Cr
Siemens Energy India LtdEnergy & Utilities3.49%₹2.17 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.98%₹2.17 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.48%₹2.16 Cr
Samvardhana Motherson International LtdConsumer Discretionary3.48%₹2.16 Cr
Gabriel India LtdConsumer Discretionary3.91%₹2.13 Cr
Bharat Dynamics LtdIndustrials3.40%₹2.11 Cr
Bharat Dynamics LtdIndustrials3.40%₹2.11 Cr
Schaeffler India LtdIndustrials3.87%₹2.10 Cr
Bharat Dynamics LtdIndustrials3.79%₹2.06 Cr
One 97 Communications LtdIndustrials3.27%₹2.03 Cr
One 97 Communications LtdIndustrials3.27%₹2.03 Cr
Multi Commodity Exchange Of India LtdFinancial3.73%₹2.03 Cr
Healthcare Global Enterprises LtdHealthcare3.26%₹2.02 Cr
Healthcare Global Enterprises LtdHealthcare3.26%₹2.02 Cr
Zomato LtdTechnology3.71%₹2.02 Cr
Aegis Vopak Terminals Ltd.Energy & Utilities3.24%₹2.01 Cr
Aegis Vopak Terminals Ltd.Energy & Utilities3.24%₹2.01 Cr
Schaeffler India LtdIndustrials3.24%₹2.01 Cr
Schaeffler India LtdIndustrials3.24%₹2.01 Cr
Aster Dm Healthcare LtdHealthcare3.21%₹1.99 Cr
Aster Dm Healthcare LtdHealthcare3.21%₹1.99 Cr
Wework India Management Ltd.3.21%₹1.99 Cr
Wework India Management Ltd.3.21%₹1.99 Cr
Zomato LtdTechnology3.17%₹1.97 Cr
Zomato LtdTechnology3.17%₹1.97 Cr
Aegis Vopak Terminals Ltd.Energy & Utilities3.46%₹1.88 Cr
Jindal Stainless LtdMaterials3.01%₹1.87 Cr
Jindal Stainless LtdMaterials3.01%₹1.87 Cr
Glenmark Pharmaceuticals LtdHealthcare3.41%₹1.86 Cr
Whirlpool Of India LtdConsumer Discretionary2.97%₹1.85 Cr
Whirlpool Of India LtdConsumer Discretionary2.97%₹1.85 Cr
Aster Dm Healthcare LtdHealthcare3.39%₹1.84 Cr
Onesource Specialty Pharma LtdHealthcare2.95%₹1.84 Cr
Onesource Specialty Pharma LtdHealthcare2.95%₹1.84 Cr
Jindal Stainless LtdMaterials3.37%₹1.83 Cr
Onesource Specialty Pharma LtdHealthcare3.35%₹1.82 Cr
Ather Energy Ltd.Consumer Discretionary2.90%₹1.80 Cr
Ather Energy Ltd.Consumer Discretionary2.90%₹1.80 Cr
Max Healthcare Institute LtdHealthcare2.88%₹1.79 Cr
Max Healthcare Institute LtdHealthcare2.88%₹1.79 Cr
One 97 Communications LtdIndustrials3.23%₹1.75 Cr
Healthcare Global Enterprises LtdHealthcare3.21%₹1.74 Cr
Max Healthcare Institute LtdHealthcare3.20%₹1.74 Cr
Whirlpool Of India LtdConsumer Discretionary2.89%₹1.57 Cr
Suzlon Energy LtdIndustrials2.83%₹1.54 Cr
Jain Resource Recycling Ltd.2.76%₹1.50 Cr
Net ReceivablesUnspecified0.38%₹0.23 Cr
Net ReceivablesUnspecified0.38%₹0.23 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Aditya Birla Sun Life Special Opportunities Fund Direct-growth increase ₹28.77 21.28% 21.82% -
Aditya Birla Sun Life Special Opportunities Fund Regular-growth increase ₹26.78 19.88% 20.10% -
Taurus Ethical Fund Direct-growth increase ₹147.04 15.78% 17.48% -
Taurus Ethical Fund Regular-growth increase ₹129.94 14.30% 16.14% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

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
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^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.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.