Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
Category: Equity: Thematic-Special-Opportunities
Launch Date: 25-07-2025
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 0.0% As on ( )
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 0 Cr As on ( )
Turn over:
NAV as on 28-08-2025
10.0515
-0.05 ( -0.5422% )
CAGR Since Inception
-1.58%
NIFTY 500 TRI 12.38%
Performance of Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
Fund Managers

=Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Sunil Sawant

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.

Returns Calculator for Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW - - - - - -
Equity: Thematic-Special-Opportunities - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Special Opportunities Fund Reg Plan IDCW 25-07-2025 0.0 0.0 0.0 0.0 0.0
WhiteOak Capital Special Opportunities Reg Gr 04-06-2024 5.96 0.0 0.0 0.0 0.0
ABSL Special Opp Reg Gr 23-10-2020 -0.74 19.54 16.56 0.0 0.0
Kotak Special Opportunities Fund Reg Gr 05-06-2024 -9.26 0.0 0.0 0.0 0.0
Samco Special Opportunities Fund Reg Gr 06-06-2024 -14.99 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Special Opportunities Fund-Regular Plan - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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