Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Thematic-Special-Opportunities
Status: Open Ended Schemes
Launch Date: 25-07-2025
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: NIFTY 500 TRI
Total Assets: 0.0 As on ()
Expense Ratio: 2.67% As on (31-08-2025)
Turn over: 81.00% | Exit Load: 1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment.
NAV as on 07-10-2025
10.4989
0.0255
CAGR Since Inception
2.8%
NIFTY 500 TRI 12.44%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW | - | - | - | - | 2.8 |
| NIFTY 500 TRI | 1.13 | 16.66 | 20.42 | 14.26 | 12.44 |
| Equity: Thematic-Special-Opportunities | 0.05 | 18.29 | - | - | 5.59 |
Funds Manager
=Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Sunil Sawant
RETURNS CALCULATORS for Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Special Opportunities Fund Reg Plan IDCW | 25-07-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Special Opportunities Reg Gr | 04-06-2024 | 7.87 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Special Opp Reg Gr | 23-10-2020 | 3.52 | 20.38 | 18.29 | 0.0 | 0.0 |
| Kotak Special Opportunities Fund Reg Gr | 05-06-2024 | -2.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| Samco Special Opportunities Fund Reg Gr | 06-06-2024 | -8.68 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW | - | - | - | - | - | - |
| Equity: Thematic-Special-Opportunities | - | - | - | - | - | - |