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Mutual Funds

Motilal Oswal Special Opportunities Fund

Mo

Motilal Oswal Special Opportunities Fund

Thematic-OtherRank #10
Not Rated

NAV (2026-07-14)

11.5

AUM

₹77.7 Cr

Exp. Ratio: 2.99%

RISK LEVEL

Very High

Returns & Performance

1 Year----
3 Year----
5 Year----
Since Launch15.01%--

Fund vs Category Average

Pros & Cons

Pros

No lock-in period
Overall top-10 rank in category (#10)

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.99%)
ISININF247L01FV0
NAV₹11.5
NAV Date2026-07-14
AUM₹77.7 Cr
Expense Ratio2.99%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

The scheme seeks to generate 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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Swapnil P Mayekar

Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Top Holdings

Holdings data not available for this scheme