Motilal Oswal Special Opportunities Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 4.43%
NAV: ₹12.60 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Motilal Oswal Special Opportunities Fund Regular-Growth

  • ₹108.4 Cr
    AUM
  • ₹12.60
    NAV
  • 2.90%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Motilal Oswal Special Opportunities Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 4.43% NA 4.02%
6 Months 14.07% NA 14.62%
1 Year 16.81% 16.81% -1.34%
As on Thu Nov 05, 2026

Asset Allocation of Motilal Oswal Special Opportunities Fund Regular-Growth

equities

98.41%

other assets or cash equivalents

1.59%
Large Cap: 12.59%
Mid Cap: 17.58%
Small Cap: 69.83%
Other: 0.00%
Top Holdings
Repo
8.22%
Repo
8.22%
Repo
8.22%
Repo
8.22%
Diamond Power Infrastructure Ltd
7.51%
 
Top Sectors
Industrials
64.68%
Unspecified
58.94%
Technology
22.72%
N/A
11.50%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Motilal Oswal Special Opportunities Fund Regular-Growth

Motilal Oswal Special Opportunities Fund Regular-Growth 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. It manages assets worth ₹108.4 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.9%.
The portfolio allocation consists of 98.41% in equities, 1.59% in other assets or cash equivalents.Managed by Bhalchandra Shinde, it has delivered a return of 16.81% in the last year, a total return since inception of 20.71%.
For those looking to make better financial choices it makes sense to also explore best sip plan suited to long-term goals.

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  • 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

Motilal Oswal Special Opportunities Fund Regular-Growth Fund Details

Fund Names Motilal Oswal Special Opportunities Fund Regular-Growth
Inception Date 14 Aug 2025
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Motilal Oswal Special Opportunities Fund Regular-Growth Fund Returns Comparison

Compare Motilal Oswal Special Opportunities Fund Regular-Growth with other mutual funds in the same category

Motilal Oswal Special Opportunities Fund Regular-Growth

Bharat 22 ETF-Growth

ICICI Prudential Bharat 22 FOF Direct-Growth

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bharat 22 ETF-Growth trend ₹9,531 3.60% -3.08% -1.52% 15.00% 19.85%
ICICI Prudential Bharat 22 FOF Direct-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.62%
ICICI Prudential Bharat 22 FOF-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.61%
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
Franklin India Opportunities Direct Fund-IDCW trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 -1.80% -4.61% -3.29% 17.97% 15.38%
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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 Regular-Growth increase ₹5,434 -1.91% -4.33% -1.34% 11.14% -
Motilal Oswal Nifty India Defence Index Fund Direct-Growth increase ₹5,434 -1.86% -4.19% -1.04% 11.80% -
Motilal Oswal Nifty India Defence ETF increase ₹1,289 -1.86% -4.11% -0.95% 11.99% -
Motilal Oswal Services Fund Regular-Growth increase ₹136 0.81% 2.03% 12.99% 8.47% -
Motilal Oswal Services Fund Direct-Growth increase ₹136 0.92% 2.58% 14.00% 10.06% -
Motilal Oswal Services Fund Regular-IDCW increase ₹136 0.81% 2.03% 12.99% 8.47% -
Motilal Oswal Services Fund Direct-IDCW increase ₹136 0.92% 2.58% 14.00% 10.06% -
Motilal Oswal Special Opportunities Fund Direct-Growth increase ₹108 1.05% 4.46% 14.14% 16.94% -
Motilal Oswal Special Opportunities Fund Regular-IDCW increase ₹108 1.04% 4.43% 14.07% 16.81% -
View More
increase growth is based on 1-month returns of the funds

Motilal Oswal Special Opportunities Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 ₹21.24 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 ₹24.46 14.98% 16.70% -
HDFC Defence Fund Regular-Growth trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-Growth trend ₹11,493 ₹30.01 35.52% - -
HDFC Defence Fund Regular-IDCW trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-IDCW trend ₹11,493 ₹30.01 35.52% - -
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 ₹253.70 17.97% 15.38% 15.44%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 ₹284.31 19.46% 16.59% 16.50%
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Top funds are based on Fund AUM

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Motilal Oswal Special Opportunities Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified8.22%₹8.91 Cr
RepoUnspecified8.22%₹8.91 Cr
RepoUnspecified8.22%₹8.91 Cr
RepoUnspecified8.22%₹8.91 Cr
Diamond Power Infrastructure LtdIndustrials7.51%₹8.14 Cr
Diamond Power Infrastructure LtdIndustrials7.51%₹8.14 Cr
Diamond Power Infrastructure LtdIndustrials7.51%₹8.14 Cr
Diamond Power Infrastructure LtdIndustrials7.51%₹8.14 Cr
Reverse Repo/cbloUnspecified13.03%₹8.10 Cr
Reverse Repo/cbloUnspecified13.03%₹8.10 Cr
Diamond Power Infrastructure LtdIndustrials8.66%₹7.98 Cr
Diamond Power Infrastructure LtdIndustrials8.66%₹7.98 Cr
Diamond Power Infrastructure LtdIndustrials8.66%₹7.98 Cr
Diamond Power Infrastructure LtdIndustrials8.66%₹7.98 Cr
Lumino Industries Ltd.5.75%₹6.23 Cr
Lumino Industries Ltd.5.75%₹6.23 Cr
Aditya Infotech Ltd.Technology5.68%₹6.15 Cr
Aditya Infotech Ltd.Technology5.68%₹6.15 Cr
Aditya Infotech Ltd.Technology5.68%₹6.15 Cr
Aditya Infotech Ltd.Technology5.68%₹6.15 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Bharat 22 ETF-Growth increase ₹113.85 15.00% 19.85% -
ICICI Prudential Bharat 22 FOF Direct-Growth increase ₹33.32 14.85% 19.62% -
ICICI Prudential Bharat 22 FOF-Growth increase ₹33.31 14.85% 19.61% -
ICICI Prudential India Opportunities Fund Direct-Growth increase ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund Direct-IDCW increase ₹24.46 14.98% 16.70% -
Franklin India Opportunities Direct Fund-Growth increase ₹284.31 19.46% 16.59% -
Franklin India Opportunities Direct Fund-IDCW increase ₹38.41 19.46% 16.59% -
ICICI Prudential India Opportunities Fund-Growth increase ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund-IDCW increase ₹21.24 13.89% 15.45% -
Franklin India Opportunities Fund Regular-Growth increase ₹253.70 17.97% 15.38% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Special Opportunities Fund Regular-Growth

What is the current AUM of Motilal Oswal Special Opportunities Fund Regular-Growth?

As of Wed Sep 30, 2026, Motilal Oswal Special Opportunities Fund Regular-Growth manages assets worth ₹108.4 crore

How has Motilal Oswal Special Opportunities Fund Regular-Growth performed recently?

  • 3 Months: 4.43%
  • 6 Months: 14.07%

What is the long-term performance of Motilal Oswal Special Opportunities Fund Regular-Growth?

  • Since Inception: 20.71%

What is the portfolio composition of Motilal Oswal Special Opportunities Fund Regular-Growth?

Equity: 98.41%, Others: 1.59%.

Who manages Motilal Oswal Special Opportunities Fund Regular-Growth?

Motilal Oswal Special Opportunities Fund Regular-Growth is managed by Bhalchandra Shinde from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Special Opportunities Fund Regular-Growth?

Large Cap: 12.59%, Mid Cap: 17.58%, Small Cap: 69.83%.

Which are the top companies Motilal Oswal Special Opportunities Fund Regular-Growth has invested in?

  • Repo – 8.22% of the fund's portfolio
  • Repo – 8.22% of the fund's portfolio
  • Repo – 8.22% of the fund's portfolio
  • Repo – 8.22% of the fund's portfolio
  • Diamond Power Infrastructure Ltd – 7.51% of the fund's portfolio

Which are the major sectors Motilal Oswal Special Opportunities Fund Regular-Growth focuses on?

  • Industrials – 64.68% of the fund's portfolio
  • Unspecified – 58.94% of the fund's portfolio
  • Technology – 22.72% of the fund's portfolio
  • Other – 11.50% of the fund's portfolio
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