Motilal Oswal Special Opportunities Fund-Regular Plan-Growth
(Erstwhile Motilal Oswal Special Opportunities Fund-Regular Plan -Growth)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Thematic-Special-Opportunities |
| Launch Date: 25-07-2025 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.53% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 60.1 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: 1% - If redeemed within 3 months from the day of allotment.Nil - If redeemed after 3 months from the date of allotment. |
11.0258
0.04 (0.3764%)
7.96%
Benchmark: 12.17%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
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 Special Opportunities Fund-Regular Plan-Growth | 25-07-2025 | - | - | - | - | - |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 14.09 | 10.99 | 21.26 | 15.54 | - |
| Kotak Special Opportunities Fund - Regular Plan - Growth Option | 05-06-2024 | 11.7 | - | - | - | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 9.95 | - | - | - | - |
| Samco Special Opportunities Fund - Regular Plan - Growth | 06-06-2024 | 5.46 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
40.31%
Others
2.0%
Large Cap
22.87%
Mid Cap
34.84%
