Motilal Oswal Special Opportunities Fund Direct-IDCW Payout
Motilal Oswal Special Opportunities Fund Direct-IDCW Payout: Mutual Fund Overview
Motilal Oswal Special Opportunities Fund Direct-IDCW Payout is an Thematic mutual fund with over 0.61 years of performance history. The scheme manages an AUM of ₹65.87 Cr and has a NAV of ₹9.4133. 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 24 Mar 2026 04:18 PM
Fund Details
NAV 9.4133
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.61
Fund Size(in Crores) 65.87
Fund Performance
1 Month -10.39%
3 Month -11.55%
6 Month -10.39%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.24%) Market Cap Mid Cap 7.3 Large Cap 91.94 Top Sectors Healthcare 15.16 Automobile 14.96 Metals & Mining 14.21 Consumer Staples 11.4 Financial 11.26 Materials 7.83 Energy 6.57 Insurance 6.46 Capital Goods 4.77 Services 4.45 Technology 2.17 Top Holding JIO Financial 3.22 Britannia Industries 2.7 Dr. Reddy's Laboratories 3 Tata Power Company 2.4 The Indian Hotels Company 2.25 Tata Motors Passenger Vehicles 3.07 Hindustan Aero 2.8 Nestle India 3.52 Varun Beverages 2.33 Cipla 2.91 Suzlon Energy 1.97 Power Fin. Corp. 2.29 Hindalco Industries 5.09 Apollo Hospitals Enterprise 3.05 Wipro 2.17 Bajaj Auto 4.25 Shriram Finance 5.75 HDFC Life Insurance 2.95 Eicher Motors 4.2 Adani Enterprises 2.2 ONGC 4.17 SBI Life Insurance Company 3.51 TVS Motor Company 3.44 Max Healthcare Institute 3.08 Divi's Laboratories 3.12 Tata Consumer Products 2.85 Vedanta 4.62 Coal India 3.75 Grasim Industries 4.08 JSW Steel 4.5
Debt & Others (0.76%) Sector Allocation Net Receivables 0.03 Reverse Repo 0.73 Debt Credit Ratings Debt Category Others 0.76
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -12.57% Ret 1Y -3.67% Ret 3Y 11.93% Ret 5Y 10.63%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -11.71% Ret 1Y 1.41% Ret 3Y 14.91% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -12.45% Ret 1Y -2.93% Ret 3Y 10.35% Ret 5Y 9.35%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -11.83% Ret 1Y -2.3% Ret 3Y 17.06% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -11.83% Ret 1Y -2.3% Ret 3Y 17.06% Ret 5Y 0%
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
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
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
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.
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.
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.
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
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) 24
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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Motilal Oswal Special Opportunities Fund Direct-IDCW Payout FAQs
How to invest in Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
Investing in Motilal Oswal Special Opportunities Fund Direct-IDCW Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Motilal Oswal Special Opportunities Fund Direct-IDCW Payout in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
The term expense ratio for Motilal Oswal Special Opportunities Fund Direct-IDCW Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout is 2.43% as of 24 Mar 2026.
What is the NAV of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
The NAV of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout is ₹9.4133 as of 24 Mar 2026.
What is the AUM of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
The AUM (Assets Under Management) of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout is ₹65.87 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
The PE ratio of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
Yes, you can invest in Motilal Oswal Special Opportunities Fund Direct-IDCW Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout in the last 5 years?
The return of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout in the last 5 years is 0.0%.
What is the minimum SIP investment required in Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
The minimum SIP investment in Motilal Oswal Special Opportunities Fund Direct-IDCW Payout depends on the fund's scheme rules and usually starts at a small amount. For Motilal Oswal Special Opportunities Fund Direct-IDCW Payout, the minimum SIP amount is ₹500.0.
What is the current NAV of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
The NAV of Motilal Oswal Special Opportunities Fund Direct-IDCW Payout, as of 24 Mar 2026, is ₹9.4133.
Who manages the Motilal Oswal Special Opportunities Fund Direct-IDCW Payout?
The fund managers responsible for Motilal Oswal Special Opportunities Fund Direct-IDCW Payout are:
- Atul Mehra
- Bhalchandra Shinde
- Swapnil P Mayekar
- Rakesh Shetty
- Ajay Khandelwal
- Sunil Sawant