Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
Category: Equity: Thematic-Special-Opportunities
Launch Date: 25-07-2025
AUM:
₹ 62.14 Cr
Expense Ratio
2.66%
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. Sunil Sawant
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW | - | - | - |
| NIFTY 500 TRI | 9.63 | 16.15 | 19.17 |
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
10.9428
Last change
0.07 (0.6662%)
Fund Size (AUM)
₹ 62.14 Cr
Performance
7.15% (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. Sunil Sawant
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 13.03 |
| LG Electronics India Ltd. | 6.98 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 4.36 |
| WAAREE ENERGIES LIMITED EQ | 4.14 |
| Jain Resource Recycling Limited | 4.02 |
| Ola Electric Mobility Ltd | 4.0 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 3.99 |
| MUTHOOT FINANCE LIMITED EQ | 3.89 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.87 |
| GABRIEL INDIA LIMITED EQ NEW FV RE. 1/- | 3.69 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 17.31 |
| Capital Goods | 15.39 |
| Consumer Durables | 13.94 |
| Healthcare | 12.3 |
| Financial Services | 11.03 |
| Metals & Mining | 7.03 |
| Oil, Gas & Consumable Fuels | 3.24 |
| Services | 3.21 |
| Consumer Services | 3.17 |