Motilal Oswal Special Opportunities Fund-Regular Plan-Growth
Category: Equity: Thematic-Special-Opportunities
Launch Date: 25-07-2025
AUM:
₹ 69.74 Cr
Expense Ratio
2.47%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01FV0
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Special Opportunities Fund-Regular Plan-Growth | - | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
11.4654
Last change
-0.05 (-0.4309%)
Fund Size (AUM)
₹ 69.74 Cr
Performance
12.27% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MUTHOOT FINANCE LIMITED EQ | 6.69 |
| Billionbrains Garage Ventures Limited | 5.82 |
| STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/- | 5.81 |
| ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- | 5.63 |
| Aditya Infotech Limited | 5.48 |
| Shriram Finance Limited | 5.23 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 5.1 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 4.77 |
| Jain Resource Recycling Limited | 4.76 |
| ICICI Prudential AMC Ltd | 4.73 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.37 |
| Automobile and Auto Components | 22.67 |
| Capital Goods | 17.83 |
| Healthcare | 10.8 |
| Metals & Mining | 4.76 |
| Services | 3.83 |
| Information Technology | 2.99 |
| Consumer Services | 2.97 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Special Opportunities FundReg PlanGr | 0.0 |