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Motilal Oswal Mutual Fund

Motilal Oswal Special Opportunities Fund

Motilal Oswal Mutual Fund · Direct plan · Growth

  • Equity
  • Sectoral / Thematic Fund
  • Very High Risk
1-year returns
19.1%
NAV
₹12.94
▼ 0.09% · 13 Nov 2026
Fund size
₹108 Cr
Expense ratio
2.93%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.93 and has returned 18.92% over a year.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year19.1%6.1%ahead22 of 226
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.9%0.9%
3 months4.1%4.1%
6 months15.2%15.2%
1 year19.1%18.9%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Aug 2025.

Plan

NAV history

▲ 19.05% in the last 1Y

9.4311.212.913 Nov 202515 May 202613 Nov 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
₹
years
Total invested
₹60,000
Gain
₹9,765
XIRR (per year)
31.36%
Value today
₹69,765

12 monthly instalments from 13 Nov 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
17.6% a year
1.7% more than the category average — the bumpier side
Worst fall so far
−15.2%
Nov 2025 to Mar 2026.
Years that made money
100%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
14 Aug 2025
Portfolio turnover
1.66x
Expense ratio
2.93%
as of 30 Sept 2026

Managed by Varun Sharma, Swapnil Mayekar, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty

Direct plan figures, last checked on 7 Nov 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Motilal Oswal Special Opportunities Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund60.64%46.52%–1.06%₹1,147 Cr
HDFC Defence Fund20.34%33.64%–0.89%₹11,493 Cr
HDFC Pharma and Healthcare Fund31.6%31.28%–1.03%₹3,501 Cr
SBI Healthcare Opportunities Fund26.07%25.42%20.65%1.01%₹5,870 Cr
HDFC Transportation and Logistics Fund10.1%24.77%–1.1%₹2,043 Cr
Mirae Asset Healthcare Fund27.89%24.42%17.87%0.62%₹3,494 Cr
Motilal Oswal Special Opportunities Fund19.05%––2.93%₹108 Cr

About Motilal Oswal Special Opportunities Fund

Motilal Oswal Special Opportunities Fund is a sectoral / thematic fund managed by Motilal Oswal Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

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

The scheme's stated objective, as published by Motilal Oswal Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹12.9443153749
DirectPayout/Reinvestment₹12.9443153750
RegularGrowth₹12.9267153751
RegularPayout/Reinvestment₹12.9267153752

Frequently asked questions

What is the NAV of Motilal Oswal Special Opportunities Fund today?

The NAV of Motilal Oswal Special Opportunities Fund (Direct plan, Growth) is ₹12.9443 and the Regular plan NAV is ₹12.9267, as of 13 Nov 2026.

What returns has Motilal Oswal Special Opportunities Fund given?

Over the last year the Direct plan returned 19.05%. Past returns do not guarantee future returns.

What is the expense ratio of Motilal Oswal Special Opportunities Fund?

The Direct plan charges 2.93% a year, as disclosed on 30 Sept 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Motilal Oswal Special Opportunities Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Motilal Oswal Special Opportunities Fund fallen in the past?

Its deepest fall was 15.2% from 18 Nov 2025 to 31 Mar 2026. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Motilal Oswal Special Opportunities Fund belong to?

It is a Sectoral / Thematic Fund from Motilal Oswal Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Motilal Oswal Special Opportunities Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.