Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW
Category: Equity: Thematic-Special-Opportunities
Launch Date: 25-07-2025
AUM:
₹ 68.23 Cr
Expense Ratio
2.64%
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 | 7.08 | 16.94 | 17.15 |
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
10.6294
Last change
0 (0.0292%)
Fund Size (AUM)
₹ 68.23 Cr
Performance
4.08% (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 | 8.61 |
| ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- | 6.6 |
| LG Electronics India Ltd. | 6.31 |
| Billionbrains Garage Ventures Ltd. | 4.64 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 4.31 |
| MUTHOOT FINANCE LIMITED EQ | 4.3 |
| Jain Resource Recycling Limited | 4.21 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 3.48 |
| WAAREE ENERGIES LIMITED EQ | 3.47 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.46 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.08 |
| Automobile and Auto Components | 19.47 |
| Healthcare | 10.61 |
| Consumer Durables | 9.72 |
| Consumer Services | 9.65 |
| Capital Goods | 9.29 |
| Metals & Mining | 4.21 |
| Services | 3.18 |
| Oil, Gas & Consumable Fuels | 2.75 |