Motilal Oswal Special Opportunities Fund Regular Growth

EquityEquity - Other
10.78
0.11(1.03%)
NAV as on 02 Jan, 2026
CAGR
7.79%

Top Performer

This scheme has consistently delivered the best returns in its Equity - Other category across .

Returns
  • AUM (Crs.)68.50
  • Expense Ratio2.64 %
  • Sharpe Ratio / Category Average-
  • Standard Deviation / Category Average-
  • Beta / Category Average-
  • Portfolio Turnover / Category Average- / 93.62
  • Top 5 Stocks Wt.26.17
  • Top 10 Stocks Wt.44.20
  • Top 3 Sectors Wt.59.27
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, Sunil Sawant
    • Launch Date14 Aug, 2025
    • BenchmarkS&P BSE 500

    Objective

    To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized

    Riskometer

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