Motilal Oswal Innovation Opportunities Fund- Regular Plan- IDCW
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Thematic-Innovation |
| Launch Date: 18-02-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.41% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 498.29 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: - |
12.3307
-0.06 (-0.5182%)
23.22%
Benchmark: 12.41%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Innovation Opportunities Fund- Regular Plan- IDCW | 18-02-2025 | - | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 7.81 | 20.15 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 2.63 | 16.87 | 22.04 | 18.62 | - |
| Nippon India Innovation Fund-Regular Plan-Growth Option | 29-08-2023 | 2.24 | 13.38 | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 0.64 | - | - | - | - |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | -2.56 | 14.35 | 16.33 | - | - |
| SBI Innovative Opportunities Fund - Regular Plan - Growth | 05-08-2024 | -2.94 | - | - | - | - |
| Tata India Innovation Fund- Regular Growth | 01-11-2024 | -3.17 | - | - | - | - |
| Baroda BNP Paribas Innovation Fund Regular plan - Growth Option | 05-03-2024 | -4.52 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | -7.4 | 15.31 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
45.35%
Others
4.24%
Large Cap
13.7%
Mid Cap
36.72%
