Motilal Oswal Special Opportunities Fund
NAV · Direct-Growth
As of 7 Oct 2026 · AMFI
Returns
Beats category
1Y all ahead
Cost
High
2.36% vs 0.83% peers
Beats its Sectoral / Thematic category on 1Y.
1Y return
+21.6%
+18.3 vs cat
3Y CAGR
—
5Y CAGR
—
AUM
₹74.13 Cr
fund size
Expense
2.36%
direct plan
Volatility 3Y
—
3Y std dev
In plain English
Motilal Oswal Special Opportunities Fund is a Sectoral / Thematic scheme from Motilal Oswal. The portfolio is ~97% in equities. Worst historical drawdown: -15% in Mar 2026, recovered in 1 months. Wrong fit if you need this money in less than 7 years.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Direct · Growth · INF247L01FS6
NAV (Direct-Growth)
₹12.7636
Last 1Y
+21.55%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2026
-15.2%Peak ₹11.06 on 18 Nov 2025 → trough ₹9.39 on 31 Mar 2026 (4 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Honesty score
A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.
Honesty score
3 / 5
Watch a few items. Read the signal detail before investing.
Expense ratio
2.36% — significantly above category norm.
AUM size
₹74 Cr.
Sector concentration
Top 3 sectors = 69.9% — fairly concentrated.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity97.22%
- Cash2.78%
By market cap
- Large cap32.79%
- Mid cap21.86%
- Small cap26.22%
- Others19.13%
Concentration
Holdings
25
Avg market cap
₹51.7K Cr
Top 10 stocks
54.03%
Top 5 stocks
29.43%
Top 3 sectors
69.87%
Top holdings
Top 15 positions by weight, latest disclosure.
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
Peers in Sectoral / Thematic
Other schemes in the same SEBI category, ranked by AUM.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
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