Motilal Oswal Mutual FundThematic (Broad)Direct plan, growth

Motilal Oswal Special Opportunities Fund

Compare thematic (broad) funds Compare with others

NAV: ₹12.86; —11 Sept 2026
AUM (₹ Cr): 71; Average, April - June 2026
Expense ratio: 2.93%; Regular 3.05%
Risk: Very High; SEBI riskometer

1Y return: 23.7%+23.3%; Benchmark 0.4%
3Y CAGR: —; Category 12.3%
5Y CAGR: —; Category 11.7%

Loading NAV history…

Motilal Oswal Special Opportunities Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	+3.9%	+13.7%	+32.7%	+20.2%	+23.7%	—	—	—	+24.3%
Nifty 500 TRI	—	—	—	—	0.4%	—	—	—	0.1%
Thematic (Broad) average	-1.8%	5.3%	14.7%	3.4%	5.8%	12.3%	11.7%	13.0%	10.6%
Difference	—	—	—	—	+23.3%	—	—	—	+24.2%

Portfolio

Fund details

Fund house: Motilal Oswal Mutual Fund
Category: Equity · Thematic (Broad)
SEBI classification: Equity / Sectoral / Thematic
Benchmark: Nifty 500 TRI
Launch date: 21 Aug 2025 (1.1 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Ajay Khandelwal
Minimum SIP: ₹500
Minimum lumpsum: ₹500 (then ₹500)
Exit load: 1.00%
Lock-in: None
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF247L01FS6
ISIN, Regular Growth: INF247L01FV0
Scheme code: 153749, 153751

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

Other thematic (broad) funds

Other funds in the Thematic (Broad) category.

Compare thematic (broad) funds