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: 2.55% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 856.21 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.98% | Exit Load: 1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. |
14.0618
-0.06 (-0.4445%)
23.03%
Benchmark: 11.91%
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 | 7.44 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
61.66%
Others
6.23%
Large Cap
13.97%
Mid Cap
18.14%
