Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW
Category: Equity: Thematic-Special-Opportunities
Launch Date: 25-07-2025
AUM:
₹ 68.91 Cr
Expense Ratio
2.62%
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 | 10.38 | 16.29 | 15.4 |
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
10.5156
Last change
0.06 (0.5259%)
Fund Size (AUM)
₹ 68.91 Cr
Performance
2.97% (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 (%) |
|---|---|
| ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- | 6.89 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 6.5 |
| MUTHOOT FINANCE LIMITED EQ | 5.65 |
| Collateralized Borrowing & Lending Obligation | 5.25 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 4.78 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 4.54 |
| Jain Resource Recycling Limited | 4.36 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.96 |
| HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- | 3.9 |
| V2 RETAIL LIMITED EQ | 3.71 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.37 |
| Automobile and Auto Components | 23.64 |
| Metals & Mining | 11.36 |
| Healthcare | 7.93 |
| Capital Goods | 4.75 |
| Consumer Services | 3.71 |
| Oil, Gas & Consumable Fuels | 3.29 |
| Services | 3.19 |
| Consumer Durables | 2.88 |