Motilal Oswal Special Opportunities Fund - Direct Plan - Growth

Motilal Oswal Mutual Fund · Sectoral/Thematic · Direct · Growth

NAV · as of 11/09/2026

12.86

+0.33%

+23.64%

Key stats

Expense ratio: 2.87%
AUM: ₹81.70 Cr
Launched: 14/08/2025
Fund manager: Varun Sharma; Swapnil Mayekar; Ajay Khandelwal; Ankit Agarwal; Rakesh Shetty
Portfolio turnover: 0.06%
Risk: Very High Risk
Min lump-sum: ₹500
Min SIP: ₹500/mo
Fresh lump-sum: Accepted
Fresh SIP: Accepted

NAV history

Motilal Oswal Special Opportunities Fund - Direct Plan - Growth

13/08/2026 to 11/09/2026

O - H - L -

1W+1.76%

1M+3.85%

3M+13.66%

6M+32.65%

1Y+23.64%

MAX+25.88%

Top holdings

31 disclosed

1.
Diamond Power Infrastructure Ltd
Industrials
9.11%
2.
Aditya Infotech Ltd
Industrials
6.64%
3.
Adani Enterprises Ltd
Energy
5.11%
4.
Shriram Finance Ltd
Financial Services
4.99%
5.
Aditya Birla Capital Ltd
Financial Services
4.95%
6.
Samvardhana Motherson International Ltd
Consumer Cyclical
4.79%
7.
Shadowfax Technologies Ltd
Industrials
4.78%
8.
OneSource Specialty Pharma Ltd
Healthcare
4.62%
9.
Shaily Engineering Plastics Ltd
Basic Materials
4.42%
10.
Solar Industries India Ltd
Basic Materials
4.05%
11.
Cemindia Projects Ltd
Industrials
3.94%
12.
ICICI Prudential Asset Management Co Ltd
Financial Services
3.81%
13.
Sterlite Technologies Ltd
Technology
3.50%
14.
InterGlobe Aviation Ltd
Industrials
3.21%
15.
Jain Resource Recycling Ltd
Basic Materials
3.07%
16.
Triparty Repo
3.03%
17.
Ola Electric Mobility Ltd
Consumer Cyclical
3.00%
18.
ABB India Ltd
Industrials
2.96%
19.
Zen Technologies Ltd
Industrials
2.94%
20.
Multi Commodity Exchange of India Ltd
Financial Services
2.94%
21.
Garware Hi-Tech Films Ltd
Basic Materials
2.82%
22.
V2 Retail Ltd
Consumer Cyclical
2.80%
23.
Premier Energies Ltd
Technology
2.68%
24.
Apollo Hospitals Enterprise Ltd
Healthcare
2.63%
25.
Data Patterns (India) Ltd
Industrials
2.06%
26.
Net Receivables / (Payables)
1.17%
27.
Gabriel India Ltd
-
28.
Schaeffler India Ltd
-
29.
Bosch Ltd
-
30.
Ashok Leyland Ltd
-
31.
Waaree Energies Ltd
-

Sector allocation

Industrials35.63%
Financial Services16.68%
Basic Materials14.35%
Consumer Cyclical10.59%
Healthcare7.25%
Technology6.19%
Energy5.11%
Unclassified4.20%

Comparable peers

Motilal Oswal Special Opportunities Growth Direct Plan
Motilal Oswal Special Opportunities (G) · ₹81.70 Cr AUM
1Y+23.18%
3Y0.00%
-
SBI Healthcare Opportunities Growth Direct Plan
SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM
1Y+22.13%
3Y+24.61%
-
Mirae Asset Healthcare Growth Direct Plan
Mirae Healthcare (G) · ₹3.44 K Cr AUM
1Y+20.35%
3Y+23.20%
-
UTI Healthcare Growth Direct Plan
UTI Healthcare (G) · ₹1.44 K Cr AUM
1Y+17.28%
3Y+24.42%
-
HDFC Transportation & Logistics Growth Direct Plan
HDFC Transportation & Logistics (G) · ₹1.96 K Cr AUM
1Y+9.79%
3Y+25.46%
-

Investment objective

To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized

Scheme details

Scheme code: 153749
Fund house: Motilal Oswal Mutual Fund
Category: Open Ended
Type: Equity Scheme
Sub-category: Sectoral/Thematic
Plan: Direct
Return type: Growth
ISIN (Growth): INF247L01FS6
ISIN (Div. Reinvest): -
Tradable on exchange: No

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