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 #158 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹12.34 (as of 2026-08-21) |
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| AUM | ₹78 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 132.7% of Nifty 500's upside and 67.7% of its downside.
Market cap allocation
| Large cap | 32.9% |
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| Mid cap | 11.0% |
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| Small cap | 56.0% |
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Concentration
| Top 5 holdings | 30.8% |
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| Top 10 holdings | 53.5% |
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| Total holdings | 24 |
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Top holdings
- Diamond Power Infrastructure Limited — 9.1%
- Aditya Infotech Limited — 6.6%
- Adani Enterprises Ltd. — 5.1%
- Shriram Finance Limited — 5.0%
- Aditya Birla Capital Ltd — 4.9%
- Samvardhana Motherson International Limited — 4.8%
- SHADOWFAX TECHNOLOGIES LIMITED — 4.8%
- Onesource Specialty Pharma Limited — 4.6%
- Shaily Engineering Plastics Ltd. — 4.4%
- Solar Industries India Limited — 4.1%
Top sectors
- Electricals — 14.7%
- Finance & Investments — 9.9%
- Industrial Products — 9.5%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 15.4% | Q1 (Top) | #17 of 167 |