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 #157 of 186 in category.
Fund basics
| Category | Equity: Thematic |
|---|
| NAV | ₹11.74 (as of 2026-10-23) |
|---|
| AUM | ₹108 Cr |
|---|
| Expense ratio | 2.10% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Ajay Khandelwal |
|---|
| Exit load | 1% for redemption within 3 months |
|---|
Performance & risk
| Standard deviation | 0.00% |
|---|
| Max drawdown | −15.20% |
|---|
| Alpha | 0 |
|---|
| Beta | 0 |
|---|
Over 5 years, captured 157.0% of Nifty 500's upside and — of its downside.
Market cap allocation
| Large cap | 12.6% |
|---|
| Mid cap | 17.6% |
|---|
| Small cap | 69.8% |
|---|
Concentration
| Top 5 holdings | 29.7% |
|---|
| Top 10 holdings | 51.4% |
|---|
| Total holdings | 25 |
|---|
Top holdings
- Triparty Repo — 8.2%
- Diamond Power Infrastructure Limited — 7.5%
- Lumino Industries Limited — 5.8%
- Aditya Infotech Limited — 5.7%
- Samvardhana Motherson International Limited — 5.4%
- LOHIA CORP LIMITED — 5.4%
- Kalyan Jewellers India Limited — 5.0%
- Piramal Finance Limited — 4.5%
- Sterlite Technologies Limited. — 4.3%
- SHADOWFAX TECHNOLOGIES LIMITED — 4.2%
Top sectors
- Industrial Products — 25.6%
- Electricals — 10.3%
- Cash — 9.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 9.8% | Q1 (Top) | #3 of 167 |