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 3 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
NAV (Direct-Growth)
₹11.7098
Last 1Y
+14.66%
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.
- 1—6.69%
Muthoot Finance Ltd
- 1—6.26%
Muthoot Finance Ltd
- 2—5.82%
Billionbrains Garage Ventures Ltd
- 3—5.81%
OneSource Specialty Pharma Ltd
- 2—5.65%
Shriram Finance Ltd
- 4—5.63%
Ather Energy Ltd
- 3—5.50%
Jain Resource Recycling Ltd
- 5—5.48%
Aditya Infotech Ltd
- 4—5.27%
Ather Energy Ltd
- 6—5.23%
Shriram Finance Ltd
- 5—5.22%
Waaree Energies Ltd
- 7—5.10%
Aditya Birla Capital Ltd
- 6—5.00%
Aditya Birla Capital Ltd
- 8—4.77%
Samvardhana Motherson International Ltd
- 9—4.76%
Jain Resource Recycling Ltd
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
- P/E ratio35.0028.47+6.53
- P/B ratio6.804.25+2.55
- Price / Sales4.213.21+1.00
- Price / Cash Flow33.2419.97+13.27
- Dividend yield0.44%1.23%-0.79
- Return on equity (ROE)21.93%18.47%+3.46
Peers in Sectoral / Thematic
Other schemes in the same SEBI category, ranked by AUM.
- ₹36.5K Cr+6.58%+22.72%0.57%
ICICI Prudential India Opportunities Fund
ICICI Prudential
- ₹36.5K Cr+1.48%+18.90%0.57%
ICICI Prudential India Opportunities Fund
ICICI Prudential
- ₹15.8K Cr+6.72%+21.95%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
ICICI Prudential
- ₹15.8K Cr+2.38%+18.99%0.64%
ICICI Prudential Business Cycle Fund Direct Plan Growth
ICICI Prudential
- ₹13.4K Cr-10.00%+10.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹13.4K Cr-21.09%+5.76%0.86%
ICICI Prudential Technology Fund
ICICI Prudential
- ₹10.6K Cr+1.41%+13.88%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
- ₹10.6K Cr-1.94%+11.58%0.87%
ICICI Prudential Banking and Financial Services Fund
ICICI Prudential
Available plans & options
- DirectGrowthMotilal Oswal Special Opportunities Fund - Direct - GrowthINF247L01FS6
- DirectIDCW ReinvestmentMotilal Oswal Special Opportunities Fund - Direct- IDCWINF247L01FT4
- RegularGrowthMotilal Oswal Special Opportunities Fund-Regular Plan-GrowthINF247L01FV0
- RegularIDCW ReinvestmentMotilal Oswal Special Opportunities Fund-Regular Plan- IDCWINF247L01FW8
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