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Fund Overview of Motilal Oswal Special Opportunities Fund Regular-idcw
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₹74.1 CrAUM
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₹11.59NAV
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4.47%Expense Ratio
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EquityFund Category
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.
Returns of Motilal Oswal Special Opportunities Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 23.19% | NA | 4.02% |
| 6 Months | 8.92% | NA | 14.62% |
Asset Allocation
equities
97.22%other assets or cash equivalents
2.78%Motilal Oswal Special Opportunities Fund Regular-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. It manages assets worth ₹74.1 crore as on Sun May 31, 2026. The expense ratio stands at 4.47%. 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 Regular-idcw
The portfolio allocation consists of 97.22% in equities, 2.78% 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 15.89%.
People planning wealth creation generally compare various best sip plans before they grow disciplined wealth.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Franklin India Opportunities Direct Fund-growth  |
₹8,724 | 5.99% | 12.97% | 6.47% | 25.19% | 20.55% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 5.99% | 12.97% | 6.47% | 25.19% | 20.55% |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | 0.94% | 7.93% | 2.62% | 19.76% | 20.48% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 0.94% | 7.93% | 2.62% | 19.76% | 20.48% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 5.88% | 12.62% | 5.18% | 23.68% | 19.34% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 5.88% | 12.62% | 5.18% | 23.68% | 19.34% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 0.87% | 7.71% | 1.69% | 18.59% | 19.15% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 0.87% | 7.71% | 1.69% | 18.59% | 19.15% |
ICICI Prudential Commodities Fund Direct-growth  |
₹3,999 | -0.02% | 11.42% | 20.08% | 19.76% | 17.72% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | -0.02% | 11.42% | 20.08% | 19.76% | 17.72% |
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 Nifty India Defence Index Fund Regular-growth
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₹4,856 | 6.00% | 30.24% | 24.01% | 5.73% | - |
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Motilal Oswal Nifty India Defence Index Fund Direct-growth
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₹4,856 | 6.05% | 30.43% | 24.38% | 6.39% | - |
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Motilal Oswal Nifty India Defence Etf
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₹1,384 | 6.05% | 30.47% | 24.46% | 6.43% | - |
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Motilal Oswal Nifty Capital Market Index Fund Direct-growth
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₹538 | -1.01% | 29.33% | 16.09% | 20.71% | - |
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Motilal Oswal Nifty Capital Market Index Fund Regular-growth
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₹538 | -1.07% | 29.14% | 15.74% | 19.95% | - |
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Motilal Oswal Active Momentum Fund Direct-growth
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₹469 | 9.54% | 28.87% | 12.94% | 26.33% | - |
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Motilal Oswal Active Momentum Fund Regular-growth
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₹469 | 9.53% | 28.83% | 12.89% | 26.20% | - |
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Motilal Oswal Active Momentum Fund Regular-idcw
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₹469 | 9.53% | 28.83% | 12.89% | 26.20% | - |
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Motilal Oswal Active Momentum Fund Direct-idcw
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₹469 | 9.54% | 28.87% | 12.94% | 26.33% | - |
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Motilal Oswal Nifty Realty Etf-growth
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₹285 | 4.05% | 21.37% | -8.94% | -20.44% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.04 | 18.59% | 19.15% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.59 | 19.76% | 20.48% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.04 | 18.59% | 19.15% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.16 | 19.76% | 20.48% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.66 | 43.50% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.69 | 45.11% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.66 | 43.50% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.69 | 45.11% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹260.20 | 23.68% | 19.34% | 16.33% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹290.30 | 25.19% | 20.55% | 17.39% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Aditya Infotech Ltd. | Technology | 6.44% | ₹4.77 Cr |
| Muthoot Finance Ltd | Financial | 6.14% | ₹4.55 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 5.74% | ₹4.26 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 5.46% | ₹4.05 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 5.40% | ₹4.00 Cr |
| Aditya Birla Capital Ltd | Financial | 5.04% | ₹3.74 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.98% | ₹3.69 Cr |
| Icici Prudential Asset Management Company Ltd. | 4.78% | ₹3.55 Cr | |
| Shaily Engineering Plastics Ltd | Materials | 4.76% | ₹3.53 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 4.27% | ₹3.17 Cr |
| Shadowfax Technologies Ltd. | 4.20% | ₹3.11 Cr | |
| Jain Resource Recycling Ltd. | 3.65% | ₹2.70 Cr | |
| Multi Commodity Exchange Of India Ltd | Financial | 3.55% | ₹2.63 Cr |
| Zen Technologies Ltd | Technology | 3.32% | ₹2.46 Cr |
| Schaeffler India Ltd | Industrials | 3.27% | ₹2.42 Cr |
| Abb India Ltd | Industrials | 3.25% | ₹2.41 Cr |
| V2 Retail Ltd | Consumer Discretionary | 3.24% | ₹2.40 Cr |
| Premier Energies Ltd. | Energy & Utilities | 3.07% | ₹2.28 Cr |
| Gabriel India Ltd | Consumer Discretionary | 3.04% | ₹2.25 Cr |
| Solar Industries India Ltd | Materials | 2.83% | ₹2.10 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Franklin India Opportunities Direct Fund-growth |
₹290.30 | 25.19% | 20.55% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹42.34 | 25.19% | 20.55% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.59 | 19.76% | 20.48% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.16 | 19.76% | 20.48% | - |
| Franklin India Opportunities Fund Regular-growth |
₹260.20 | 23.68% | 19.34% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹37.32 | 23.68% | 19.34% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.04 | 18.59% | 19.15% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.04 | 18.59% | 19.15% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹52.12 | 19.76% | 17.72% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.55 | 19.76% | 17.72% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Special Opportunities Fund Regular-idcw
What is the current AUM of Motilal Oswal Special Opportunities Fund Regular-idcw?
As of Sun May 31, 2026, Motilal Oswal Special Opportunities Fund Regular-idcw manages assets worth ₹74.1 crore
How has Motilal Oswal Special Opportunities Fund Regular-idcw performed recently?
- 3 Months: 23.19%
- 6 Months: 8.92%
What is the long-term performance of Motilal Oswal Special Opportunities Fund Regular-idcw?
- Since Inception: 15.89%
What is the portfolio composition of Motilal Oswal Special Opportunities Fund Regular-idcw?
Equity: 97.22%, Others: 2.78%.
Who manages Motilal Oswal Special Opportunities Fund Regular-idcw?
Motilal Oswal Special Opportunities Fund Regular-idcw is managed by Bhalchandra Shinde from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Special Opportunities Fund Regular-idcw?
Large Cap: 33.74%, Mid Cap: 22.47%, Small Cap: 43.79%.
Which are the top companies Motilal Oswal Special Opportunities Fund Regular-idcw has invested in?
- Aditya Infotech Ltd. – 6.44% of the fund's portfolio
- Muthoot Finance Ltd – 6.14% of the fund's portfolio
- Onesource Specialty Pharma Ltd – 5.74% of the fund's portfolio
- Ather Energy Ltd. – 5.46% of the fund's portfolio
- Samvardhana Motherson International Ltd – 5.40% of the fund's portfolio
Which are the major sectors Motilal Oswal Special Opportunities Fund Regular-idcw focuses on?
- Financial – 19.71% of the fund's portfolio
- Consumer Discretionary – 17.14% of the fund's portfolio
- Other – 12.63% of the fund's portfolio
- Technology – 9.76% of the fund's portfolio
- Materials – 7.59% of the fund's portfolio
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