Motilal Oswal Special Opportunities Fund
An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
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investedProple:17,608
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fundIcon:/content/dam/motilal-mf/fund-icons/MO_SO.svg
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typeOfScheme:An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
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dateAsOn:30 Apr 2026
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schDetail:
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sebiCategory: Equity Fund
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dateOfAllotment: 2025-08-14
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schemeName: Motilal Oswal Special Opportunities Fund
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nfoStartDate: 19-Jul-2025
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exitLoad:
1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
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nfoEndDate: 08-Aug-2025
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cmotsGroupCode: MO45913
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CMOTSAMCCode: 38442
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fundCategoryCode: MF
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schcode: SO
-
-
minamount:
-
0:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: D
- plancode: DP
-
1:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: R
- plancode: DP
-
2:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: G
- plancode: GD
-
3:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: G
- plancode: GP
-
4:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: D
- plancode: PD
-
5:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: R
- plancode: PD
-
-
fundsTaggingSection:
- 0: motilal-oswal-amc:indian-equity-
- 1: motilal-oswal-amc:sector
- 2: motilal-oswal-amc:active
-
planList:
-
0:
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01FS6
- amfi_schcode: 153749
- cmt_schcode: 45915
-
1:
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01FV0
- amfi_schcode: 153751
- cmt_schcode: 45913
-
2:
- groupedCode: DPD
- planNameOriginal: Regular Payout
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Payout
- groupedName: Regular IDCW Payout
- planName: Regular
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
-
3:
- groupedCode: DPR
- planNameOriginal: Regular Reinvestment
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Reinvestment
- groupedName: Regular IDCW Reinvestment
- planName: Regular
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- isin: INF247L01FW8
- amfi_schcode: 153752
- cmt_schcode: 45914
-
4:
- groupedCode: PDD
- planNameOriginal: Direct Payout
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Payout
- groupedName: Direct IDCW Payout
- planName: Direct
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
-
5:
- groupedCode: PDR
- planNameOriginal: Direct Reinvestment
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Reinvestment
- groupedName: Direct IDCW Reinvestment
- planName: Direct
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- isin: INF247L01FT4
- amfi_schcode: 153750
- cmt_schcode: 45916
-
-
nav:
-
0:
- latnav: 10.8909
- optioncode: D
- plancode: DP
- prodcode: SODP
- recdt: 12-May-2026
- navchng: -0.20
- navchngper: -1.82
-
1:
- latnav: 10.8909
- optioncode: R
- plancode: DP
- prodcode: SODP
- nav_date: 12-May-2026
- nav_amount: 11.1106
- recdt: 12-May-2026
- navchng: -0.20
- navchngper: -1.82
-
2:
- latnav: 10.8988
- optioncode: G
- plancode: GD
- prodcode: SOGD
- nav_date: 12-May-2026
- nav_amount: 11.1191
- recdt: 12-May-2026
- navchng: -0.20
- navchngper: -1.82
-
3:
- latnav: 10.8909
- optioncode: G
- plancode: GP
- prodcode: SOGP
- nav_date: 12-May-2026
- nav_amount: 11.1106
- recdt: 12-May-2026
- navchng: -0.20
- navchngper: -1.82
-
4:
- latnav: 10.8988
- optioncode: D
- plancode: PD
- prodcode: SOPD
- recdt: 12-May-2026
- navchng: -0.20
- navchngper: -1.82
-
5:
- latnav: 10.8988
- optioncode: R
- plancode: PD
- prodcode: SOPD
- nav_date: 12-May-2026
- nav_amount: 11.1191
- recdt: 12-May-2026
- navchng: -0.20
- navchngper: -1.82
-
-
returns:
-
0:
- inception_Ret: 0.0
- inception_marketValue: 10890.900000000001
- latNavDate: 2026-04-30
- prodcode: SODP
- plancode: DP
- optioncode: D
-
1:
- inception_Ret: 0.0
- inception_marketValue: 10898.8
- latNavDate: 2026-04-30
- prodcode: SOGD
- plancode: GD
- optioncode: G
- amfi_schcode: 153749
- cmt_schcode: 45915
- isin: INF247L01FS6
-
2:
- inception_Ret: 0.0
- inception_marketValue: 10890.900000000001
- latNavDate: 2026-04-30
- prodcode: SOGP
- plancode: GP
- optioncode: G
- amfi_schcode: 153751
- cmt_schcode: 45913
- isin: INF247L01FV0
-
3:
- inception_Ret: 0.0
- inception_marketValue: 10898.8
- latNavDate: 2026-04-30
- prodcode: SOPD
- plancode: PD
- optioncode: D
-
Call back
Share
Historical Performance
CAGR
planList:
-
0:
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01FS6
- amfi_schcode: 153749
- cmt_schcode: 45915
-
1:
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01FV0
- amfi_schcode: 153751
- cmt_schcode: 45913
-
2:
- groupedCode: DPD
- planNameOriginal: Regular Payout
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Payout
- groupedName: Regular IDCW Payout
- planName: Regular
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
-
3:
- groupedCode: DPR
- planNameOriginal: Regular Reinvestment
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Reinvestment
- groupedName: Regular IDCW Reinvestment
- planName: Regular
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- isin: INF247L01FW8
- amfi_schcode: 153752
- cmt_schcode: 45914
-
4:
- groupedCode: PDD
- planNameOriginal: Direct Payout
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Payout
- groupedName: Direct IDCW Payout
- planName: Direct
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
-
5:
- groupedCode: PDR
- planNameOriginal: Direct Reinvestment
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Reinvestment
- groupedName: Direct IDCW Reinvestment
- planName: Direct
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- isin: INF247L01FT4
- amfi_schcode: 153750
- cmt_schcode: 45916
-
returns:
-
0:
- inception_Ret: 0.0
- inception_marketValue: 10890.900000000001
- latNavDate: 2026-04-30
- prodcode: SODP
- plancode: DP
- optioncode: D
-
1:
- inception_Ret: 0.0
- inception_marketValue: 10898.8
- latNavDate: 2026-04-30
- prodcode: SOGD
- plancode: GD
- optioncode: G
- amfi_schcode: 153749
- cmt_schcode: 45915
- isin: INF247L01FS6
-
2:
- inception_Ret: 0.0
- inception_marketValue: 10890.900000000001
- latNavDate: 2026-04-30
- prodcode: SOGP
- plancode: GP
- optioncode: G
- amfi_schcode: 153751
- cmt_schcode: 45913
- isin: INF247L01FV0
-
3:
- inception_Ret: 0.0
- inception_marketValue: 10898.8
- latNavDate: 2026-04-30
- prodcode: SOPD
- plancode: PD
- optioncode: D
-
-
bmCode: 2009
Periodic Returns
Data as on 30 Apr 2026
- 1Y
- 3Y
- 5Y
- 7Y
- 10Y
- Inception
-
schemeName: Motilal Oswal Special Opportunities Fund
-
planList:
-
0:
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01FS6
- amfi_schcode: 153749
- cmt_schcode: 45915
-
1:
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01FV0
- amfi_schcode: 153751
- cmt_schcode: 45913
-
2:
- groupedCode: DPD
- planNameOriginal: Regular Payout
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Payout
- groupedName: Regular IDCW Payout
- planName: Regular
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
-
3:
- groupedCode: DPR
- planNameOriginal: Regular Reinvestment
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Reinvestment
- groupedName: Regular IDCW Reinvestment
- planName: Regular
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- isin: INF247L01FW8
- amfi_schcode: 153752
- cmt_schcode: 45914
-
4:
- groupedCode: PDD
- planNameOriginal: Direct Payout
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Payout
- groupedName: Direct IDCW Payout
- planName: Direct
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
-
5:
- groupedCode: PDR
- planNameOriginal: Direct Reinvestment
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Reinvestment
- groupedName: Direct IDCW Reinvestment
- planName: Direct
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- isin: INF247L01FT4
- amfi_schcode: 153750
- cmt_schcode: 45916
-
-
returns:
-
0:
- inception_Ret: 0.0
- inception_marketValue: 10890.900000000001
- latNavDate: 2026-04-30
- prodcode: SODP
- plancode: DP
- optioncode: D
-
1:
- inception_Ret: 0.0
- inception_marketValue: 10898.8
- latNavDate: 2026-04-30
- prodcode: SOGD
- plancode: GD
- optioncode: G
- amfi_schcode: 153749
- cmt_schcode: 45915
- isin: INF247L01FS6
-
2:
- inception_Ret: 0.0
- inception_marketValue: 10890.900000000001
- latNavDate: 2026-04-30
- prodcode: SOGP
- plancode: GP
- optioncode: G
- amfi_schcode: 153751
- cmt_schcode: 45913
- isin: INF247L01FV0
-
3:
- inception_Ret: 0.0
- inception_marketValue: 10898.8
- latNavDate: 2026-04-30
- prodcode: SOPD
- plancode: PD
- optioncode: D
-
-
benchmarkreturns:
-
0:
- type: BM
- groupName: Nifty 500 TRI (PRIMARY)
- latNavDate: 2026-04-30
- latnav: 36266.61
- inception_Ret: 0.0
- bmcode: 2009.0
-
Date Of Inception : 28-Apr-2014
Past Performance Calculator
Explore how much wealth you would have created by investing in our schemes using this SIP Calculator
Search a fund
Motilal Oswal Mid cap fund
SIP
Lumpsum
If you would have invested monthly
If you would have invested
10000
Tenure
10
Invested Amount
1200000
Current Value of Investment
Disclaimer:
- This calculator is provided for informational purposes only.
- The results are based on user inputs and should not be considered as investment advice. Users should seek the advice of a qualified financial professional before making any investment decisions.
- The creators of the calculator and its affiliates shall not be held responsible for any financial losses resulting from the use of the calculator.
- Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
- SIP is allowed in select open ended schemes. Refer the Scheme SAI, SID, KIM for detailed information.
Why this fund?
Expertise
Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.
High Conviction
A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.
Quality and Growth
We prioritize business quality and management strength, guided by our QGLP investment philosophy.
*Based upon our current investment strategy.
Pioneering Growth
A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.
Skin in the Game
Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.
*Data as on 31st January 2024.
Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.
Portfolio Composition
Download
-
Date As On: 30 Apr 2026
-
portfolioUrl: /content/dam/motilal-mf/sheets/fund-csvs/Month_End_Portfolio_March_2026/YO80.xlsx
-
holdings:
-
0:
- srNo: 1
- nameOfSecurity: Muthoot Finance Limited
- percentToNAV: 6.26%
-
1:
- srNo: 2
- nameOfSecurity: Shriram Finance Limited
- percentToNAV: 5.65%
-
2:
- srNo: 3
- nameOfSecurity: Jain Resource Recycling Limited
- percentToNAV: 5.50%
-
3:
- srNo: 4
- nameOfSecurity: Ather Energy Limited
- percentToNAV: 5.27%
-
4:
- srNo: 5
- nameOfSecurity: Waaree Energies Limited
- percentToNAV: 5.22%
-
5:
- srNo: 6
- nameOfSecurity: Aditya Birla Capital Limited
- percentToNAV: 5.00%
-
6:
- srNo: 7
- nameOfSecurity: ICICI Prudential Asset Management Company Limited
- percentToNAV: 4.67%
-
7:
- srNo: 8
- nameOfSecurity: Billionbrains Garage Ventures Ltd
- percentToNAV: 4.29%
-
8:
- srNo: 9
- nameOfSecurity: KEI Industries Limited
- percentToNAV: 4.09%
-
9:
- srNo: 10
- nameOfSecurity: Schaeffler India Limited
- percentToNAV: 3.76%
-
10:
- srNo: 11
- nameOfSecurity: Bharat Electronics Limited
- percentToNAV: 3.65%
-
11:
- srNo: 12
- nameOfSecurity: Multi Commodity Exchange of India Limited
- percentToNAV: 3.54%
-
12:
- srNo: 13
- nameOfSecurity: V2 Retail Limited
- percentToNAV: 3.28%
-
13:
- srNo: 14
- nameOfSecurity: ZF Commercial Vehicle Control Systems India Limited
- percentToNAV: 3.15%
-
14:
- srNo: 15
- nameOfSecurity: Zen Technologies Limited
- percentToNAV: 3.15%
-
15:
- srNo: 16
- nameOfSecurity: Shadowfax Technologies Limited
- percentToNAV: 3.08%
-
16:
- srNo: 17
- nameOfSecurity: State Bank of India
- percentToNAV: 2.98%
-
17:
- srNo: 18
- nameOfSecurity: Apollo Hospitals Enterprise Limited
- percentToNAV: 2.97%
-
18:
- srNo: 19
- nameOfSecurity: Samvardhana Motherson International Limited
- percentToNAV: 2.95%
-
19:
- srNo: 20
- nameOfSecurity: Gabriel India Limited
- percentToNAV: 2.81%
-
20:
- srNo: 21
- nameOfSecurity: Wework India Management Limited
- percentToNAV: 2.76%
-
21:
- srNo: 22
- nameOfSecurity: Amagi Media Labs Limited
- percentToNAV: 2.71%
-
22:
- srNo: 23
- nameOfSecurity: Bosch Limited
- percentToNAV: 2.68%
-
23:
- srNo: 24
- nameOfSecurity: Healthcare Global Enterprises Limited
- percentToNAV: 2.51%
-
24:
- srNo: 25
- nameOfSecurity: Aegis Vopak Terminals Limited
- percentToNAV: 2.45%
-
25:
- srNo: 26
- nameOfSecurity: Fractal Analytics Ltd
- percentToNAV: 2.11%
-
26:
- srNo: 27
- nameOfSecurity: Shaily Engineering Plastics Limited
- percentToNAV: 1.53%
-
-
sector:
-
0:
- sector: Finance
- percentage: 16.91%
-
1:
- sector: Auto Components
- percentage: 15.35%
-
2:
- sector: Capital Markets
- percentage: 12.50%
-
3:
- sector: Aerospace & Defense
- percentage: 6.80%
-
4:
- sector: Diversified Metals
- percentage: 5.50%
-
5:
- sector: Healthcare Services
- percentage: 5.47%
-
6:
- sector: Automobiles
- percentage: 5.27%
-
7:
- sector: Electrical Equipment
- percentage: 5.22%
-
8:
- sector: Industrial Products
- percentage: 4.09%
-
9:
- sector: Retailing
- percentage: 3.28%
-
10:
- sector: Transport Services
- percentage: 3.08%
-
Industry Classification as recommended by AMFI
-
-
Key Facts
- Launched on 06 Feb 2024
-
Investment Objective
-
methodology:
a) Methodology of calculating sale priceThe price or NAV
-
investmentObjective:
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.
-
applicationAmount:
₹ 500/- and in multiples of ₹ 1/- thereafter
-
redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.
-
exitLoad:
1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
-
aum:
-
0:
- latestAum: 69.7391
- latestAumAsOnDt: 2026-04-30T00:00:00
- optioncode: D
- plancode: DP
- prodcode: SODP
-
1:
- latestAum: 69.7391
- latestAumAsOnDt: 2026-04-30T00:00:00
- optioncode: R
- plancode: DP
- prodcode: SODP
-
2:
- latestAum: 69.7391
- latestAumAsOnDt: 2026-04-30T00:00:00
- optioncode: G
- plancode: GD
- prodcode: SOGD
-
3:
- latestAum: 69.7391
- latestAumAsOnDt: 2026-04-30T00:00:00
- optioncode: G
- plancode: GP
- prodcode: SOGP
-
4:
- latestAum: 69.7391
- latestAumAsOnDt: 2026-04-30T00:00:00
- optioncode: D
- plancode: PD
- prodcode: SOPD
-
5:
- latestAum: 69.7391
- latestAumAsOnDt: 2026-04-30T00:00:00
- optioncode: R
- plancode: PD
- prodcode: SOPD
-
-
portfolioTurnoverRatio: 0.88
-
planList:
-
0:
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01FS6
- amfi_schcode: 153749
- cmt_schcode: 45915
-
1:
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- optionCode: G
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01FV0
- amfi_schcode: 153751
- cmt_schcode: 45913
-
2:
- groupedCode: DPD
- planNameOriginal: Regular Payout
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Payout
- groupedName: Regular IDCW Payout
- planName: Regular
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout
-
3:
- groupedCode: DPR
- planNameOriginal: Regular Reinvestment
- planCode: DP
- sixth_char_name: R
- optionName: IDCW Reinvestment
- groupedName: Regular IDCW Reinvestment
- planName: Regular
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
- isin: INF247L01FW8
- amfi_schcode: 153752
- cmt_schcode: 45914
-
4:
- groupedCode: PDD
- planNameOriginal: Direct Payout
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Payout
- groupedName: Direct IDCW Payout
- planName: Direct
- optionCode: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout
-
5:
- groupedCode: PDR
- planNameOriginal: Direct Reinvestment
- planCode: PD
- sixth_char_name: D
- optionName: IDCW Reinvestment
- groupedName: Direct IDCW Reinvestment
- planName: Direct
- optionCode: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
- isin: INF247L01FT4
- amfi_schcode: 153750
- cmt_schcode: 45916
-
-
benchmark: Nifty 500 TRI
-
expenseRatioDirect: 2.36%
-
benchmarkreturns:
-
0:
- type: BM
- groupName: Nifty 500 TRI (PRIMARY)
- latNavDate: 2026-04-30
- latnav: 36266.61
- inception_Ret: 0.0
- bmcode: 2009.0
-
-
entryLoad:
NIL
Minimum Application Amount
₹500/- and in multiples of ₹1/- thereafter
Minimum Redemption Amount
₹500/- then ₹1/- increments, up to account balance
Latest AUM
69.7391
2026-04-30T00:00:00
Portfolio Turnover Ratio
0.88
Plans
Direct,Regular
Options (Under each plan)
Growth
Benchmark
Nifty 500 TRI
Total Expense Ratio
2.36%
Inception date
2026-04-30
Entry Load
NIL
Exit Load Policy
Our Fund Managers
Managing this fund since
Total AUM
-
-
schDetail
-
sebiCategory: Equity Fund
-
dateOfAllotment: 2025-08-14
-
schemeName: Motilal Oswal Special Opportunities Fund
-
nfoStartDate: 19-Jul-2025
-
exitLoad:
1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
-
nfoEndDate: 08-Aug-2025
-
cmotsGroupCode: MO45913
-
CMOTSAMCCode: 38442
-
fundCategoryCode: MF
-
schcode: SO
-
-
fundManager:
-
0:
-
dropdownField: MF
-
picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png
-
type: MF
-
designation: Fund Manager/Dealer
-
description:
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
-
fundManagerName: Rakesh Shetty
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty
-
-
1:
-
dropdownField: MF
-
picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png
-
type: MF
-
designation: Executive Group Vice President
-
description:
Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.
-
fundManagerName: Ajay Khandelwal
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal
-
-
2:
-
dropdownField: MF
-
picture: /content/dam/motilal-mf/fund-manager/mr-bhalchandra-shinde.png
-
type: MF
-
designation: Associate Fund Manager
-
description:
Mr. Bhalchandra Shinde has over 13 years of extensive experience in equity research, a testament to his professional journey marked by significant expertise and contributions to the field. Before assuming his current role at MOAMC, Mr. Shinde dedicated three years to Kotak Mahindra Life Insurance as an Investment Analyst, where he oversaw research across various sectors, including Auto, Oil and Gas, and Real Estate. His career also includes notable associations with Max Life Insurance and Centrum Broking, further underscoring his commitment and impact on the field of equity research.
-
fundManagerName: Bhalchandra Shinde
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/bhalchandra-shinde
-
-
3:
-
dropdownField: MF
-
picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png
-
type: MF
-
designation: Fund Manager
-
description:
Swapnil has over 12 years of experience in the fund management and product development.
Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.
Business Standard, Research Associate from August 2005 to February 2010.
-
fundManagerName: Swapnil Mayekar
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar
-
-
4:
-
dropdownField: MF
-
picture: /content/dam/motilal-mf/fund-manager/mr-atul-mehra.png
-
type: MF
-
designation: Vice President
-
description:
Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
-
fundManagerName: Atul Mehra
-
cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra
-
-
Downloads
-
- Factsheet
-
- Presentation
-
- Brochures
-
- Scheme information document
-
- Forms
-
- Index Component
- portfolioUrl/content/dam/motilal-mf/sheets/fund-csvs/Month_End_Portfolio_March_2026/YO80.xlsx
- brochurepdf/content/dam/motilal-mf/downloads/mf/leafletsbrochures/2026/may/Motilal Oswal Special Opportunities Fund.pdf
- latestFactsheetPdf/content/dam/motilal-mf/downloads/mf/factsheet/2026/mar/98855-most-factsheet-february-2026-active.pdf
- presentationPdf
- sidDocumentPdf/content/dam/motilal-mf/downloads/mf/sid/2025/jul/ea42e-1-nfo-sid-motilal-oswal-special-opportunites-fund-final.pdf
- formPdf
Frequently Asked Questions
Product Label
This product is suitable for investors who are seeking*
- Long term capital growth
- Investments in equity and equity related instruments of large cap stocks.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
-
productLabellingDescription:
This product is suitable for investors who are seeking*
- Capital appreciation over long term
- Investing predominantly in equities and equity related instruments of special situations theme.
-
benchmarkreturns:
-
0:
- type: BM
- groupName: Nifty 500 TRI (PRIMARY)
- latNavDate: 2026-04-30
- latnav: 36266.61
- inception_Ret: 0.0
- bmcode: 2009.0
-
-
schDetail
-
sebiCategory: Equity Fund
-
dateOfAllotment: 2025-08-14
-
schemeName: Motilal Oswal Special Opportunities Fund
-
nfoStartDate: 19-Jul-2025
-
exitLoad:
1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
-
nfoEndDate: 08-Aug-2025
-
cmotsGroupCode: MO45913
-
CMOTSAMCCode: 38442
-
fundCategoryCode: MF
-
schcode: SO
-
-
risk
- riskType: Very High
- benchmarkRisk: Very High
- Motilal Oswal Asset Allocation Passive Fund Conservative
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