Motilal Oswal Special Opportunities Fund
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.
Growthvine rating: 1/5 — ranked #161 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹12.34 (as of 2026-10-01) |
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| AUM | ₹82 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Ajay Khandelwal |
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| Exit load | 1% for redemption within 3 months |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −15.20% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 157.0% of Nifty 500's upside and — of its downside.
Market cap allocation
| Large cap | 17.4% |
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| Mid cap | 20.5% |
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| Small cap | 62.0% |
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Concentration
| Top 5 holdings | 34.1% |
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| Top 10 holdings | 58.4% |
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| Total holdings | 23 |
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Top holdings
- Diamond Power Infrastructure Limited — 8.7%
- Samvardhana Motherson International Limited — 6.6%
- Kalyan Jewellers India Limited — 6.4%
- LOHIA CORP LIMITED — 6.3%
- Aditya Infotech Limited — 6.2%
- Piramal Finance Limited — 5.9%
- Lumino Industries Limited — 5.4%
- SHADOWFAX TECHNOLOGIES LIMITED — 4.5%
- Multi Commodity Exchange of India Ltd — 4.3%
- Shaily Engineering Plastics Ltd. — 4.2%
Top sectors
- Industrial Products — 20.4%
- Electricals — 12.4%
- Consumer Durables — 10.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 15.4% | Q1 (Top) | #5 of 167 |