Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW
Category: Equity: Thematic-Special-Opportunities
Launch Date: 25-07-2025
AUM:
81.76 Cr
Expense Ratio
2.99%
Benchmark
Nifty 500 TRI
ISIN
INF247L01FW8
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW | - | - | - |
| NIFTY 500 TRI | 4.99 | 13.01 | 12.02 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.3184
Last change
-0.1 (-0.8134%)
Fund Size (AUM)
₹ 81.76 Cr
Performance
20.62% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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.
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Aditya Infotech Limited | 7.71 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 5.23 |
| Shriram Finance Limited | 5.22 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 5.19 |
| Net Receivables / (Payables) | 5.11 |
| STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/- | 4.95 |
| SHADOWFAX TECHNOLOGIES PRIVATE LIMITED EQ | 4.7 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 4.46 |
| Shaily Engineering Plastics Limited | 4.4 |
| ICICI Prudential Asset Management Company Limited | 4.28 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 31.43 |
| Financial Services | 17.95 |
| Automobile and Auto Components | 16.68 |
| Services | 8.2 |
| Healthcare | 7.63 |
| Chemicals | 4.46 |
| Metals & Mining | 3.25 |
| Consumer Services | 3.05 |