Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW
Expense Ratio: 2.64
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 25-07-2025
Exit Load: Nil
Fund Size:₹68.81 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund13.47%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Bhalchandra Shinde
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Muthoot Finance Limited | 3.76 | 6.26% |
| 2 | Shriram Finance Limited | 3.40 | 5.65% |
| 3 | Jain Resource Recycling Limited | 3.30 | 5.50% |
| 4 | Ather Energy Limited | 3.17 | 5.27% |
| 5 | Waaree Energies Limited | 3.14 | 5.22% |
| 6 | Aditya Birla Capital Limited | 3.01 | 5.00% |
| 7 | ICICI Prudential Asset Management Company Limited | 2.81 | 4.67% |
| 8 | Billionbrains Garage Ventures Ltd | 2.58 | 4.29% |
| 9 | KEI Industries Limited | 2.46 | 4.09% |
| 10 | Schaeffler India Limited | 2.26 | 3.76% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Sep, 25 | 55000 | 60238 | +9.5% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 21 Aug, 25 | 1 L. | 1.13 L. | +13.5% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.