Motilal Oswal Special Opportunities Fund Direct-Growth
Motilal Oswal Special Opportunities Fund Direct-Growth: Mutual Fund Overview
Motilal Oswal Special Opportunities Fund Direct-Growth is an Thematic mutual fund with over 0.57 years of performance history. The scheme manages an AUM of ₹65.87 Cr and has a NAV of ₹9.9095. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.0%.
Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 12 Mar 2026 08:55 PM
Fund Details
NAV 9.9095
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.57
Fund Size(in Crores) 65.87
Fund Performance
1 Month -7.1%
3 Month -4.26%
6 Month -4.69%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.94%) Market Cap Mid Cap 8.71 Small Cap 3.31 Large Cap 83.92 Top Sectors Financial 32.34 Technology 9.69 Services 7.32 Automobile 7.06 Energy 6.67 Consumer Staples 5.25 Construction 4.7 Capital Goods 4.2 Materials 4.18 Communication 3.61 Metals & Mining 3.26 Healthcare 3.12 Consumer Discretionary 2.95 Insurance 1.37 Chemicals 0.24 Top Holding Asian Paints 1.15 ITC 1.16 Eternal 2.19 Vedanta 0.89 Reliance Industries 4.77 Wipro 0.83 Jubilant FoodWorks 0.75 Info Edge (India) 0.88 Sona BLW Precision Forgings 0.42 Tata Consumer Products 1.66 Hindustan Aero 1.21 Power Grid Corporation Of India 0.19 Bharti Airtel 3.61 Bajaj Auto 1.1 Polycab India 0.91 Balkrishna Industries 0.26 ONGC 0.98 Samvardhana Motherson 0.7 Tata Steel 1.29 Lupin 1.1 Maruti Suzuki India 1.54 Trent 0.37 HDFC Bank 9.34 Tata Motors 0.38 Ultratech Cement 1.73 ICICI Bank 7.97 Infosys 4.55 PB Fintech 0.5 SRF 0.24 Hyundai Motor 0.45 Dixon Technologies (India) 0.7 Indusind Bank 0.85 Shree Vindhya Paper Mills 0 LTIMindtree 1.26 Kotak Mahindra Bank 4.32 Avenue Supermarts 2.08 Interglobe Aviation 0.56 Tata Motors Passenger Vehicles 1.2 HDFC AMC 0.6 HCL Technologies 0.61 Astral 1.14 Metro Brands 0.57 LG Electronics India 0.77 Metropolis Healthcare 0.84 Varun Beverages 0.83 Tata Consultancy 1.44 Bajaj Finance 4.01 State Bank of India 2.22 Sun Pharmaceutical Industries 1.18 Tech Mahindra 0.99 Sundram Fasteners 0.57 Bharat Petroleum Corporation 0.59 HDFC Life Insurance 1.37 NTPC 0.14 Titan Company 1.61 Axis Bank 3.02 Godrej Consumer 1.6 Jindal Stainless 1.08 Havells India 0.8 Larsen & Toubro 4.7 Bharat Coking Coal 0.16 Mahindra & Mahindra 1.01
Debt & Others (4.0600000000000005%) Sector Allocation GOI Securities 0.36 Net Current Assets 3.7 Debt Credit Ratings Debt Category Others 3.7 GOI 0.36
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -7.99% Ret 1Y 6.7% Ret 3Y 11.67% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -8.13% Ret 1Y 10.54% Ret 3Y 14.2% Ret 5Y 7.62%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -7.14% Ret 1Y 5.72% Ret 3Y 13.98% Ret 5Y 7.51%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -7.18% Ret 1Y 5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -6.5% Ret 1Y 9.56% Ret 3Y 14.29% Ret 5Y 13.96%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.43%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bhalchandra Shinde
Education Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Ajay Khandelwal
Education Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Swapnil P Mayekar
Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Atul Mehra
Education Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Sunil Sawant
Education Mr. Sawant has done M.Com
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking
Rakesh Shetty
Education Mr. Shetty has done B.Com
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 38
Date of Incorporation 2025-08-14
Total AUM 135166.52
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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