How to check the XIRR of Motilal Oswal Special Opportunities Fund - Direct- IDCW?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Special Opportunities Fund - Direct- IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Motilal Oswal Special Opportunities Fund - Direct- IDCW

Q: How to check portfolio overlap for Motilal Oswal Special Opportunities Fund - Direct- IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Special Opportunities Fund - Direct- IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Mutual Fund

Expense Ratio: 2.54

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 25-07-2025

Exit Load: Nil

Fund Size:₹68.81 Cr

Performance

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10Y

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Fund13.58%

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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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Muthoot Finance Limited	Equity	Listed	Large Cap	Finance	3.76	6.26%
2	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	3.40	5.65%
3	Jain Resource Recycling Limited	Equity	Listed	Small Cap	Diversified Metals	3.30	5.50%
4	Ather Energy Limited	Equity	Listed	Small Cap	Automobiles	3.17	5.27%
5	Waaree Energies Limited	Equity	Listed	Mid Cap	Electrical Equipment	3.14	5.22%
6	Aditya Birla Capital Limited	Equity	Listed	Mid Cap	Finance	3.01	5.00%
7	ICICI Prudential Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	2.81	4.67%
8	Billionbrains Garage Ventures Ltd	Equity	Listed	Mid Cap	Capital Markets	2.58	4.29%
9	KEI Industries Limited	Equity	Listed	Mid Cap	Industrial Products	2.46	4.09%
10	Schaeffler India Limited	Equity	Listed	Mid Cap	Auto Components	2.26	3.76%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Sep, 25	55000	60267	+9.6%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	21 Aug, 25	1 L.	1.14 L.	+13.6%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.