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
Fund13.25%
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 | Aditya Infotech Limited | 5.99 | 7.71% |
| 2 | Samvardhana Motherson International Limited | 4.07 | 5.23% |
| 3 | Shriram Finance Limited | 4.06 | 5.22% |
| 4 | Aditya Birla Capital Limited | 4.03 | 5.19% |
| 5 | Net Receivables / (Payables) | 3.97 | 5.11% |
| 6 | Onesource Specialty Pharma Limited | 3.84 | 4.95% |
| 7 | Shadowfax Technologies Limited | 3.65 | 4.70% |
| 8 | Solar Industries India Limited | 3.47 | 4.46% |
| 9 | Shaily Engineering Plastics Limited | 3.42 | 4.40% |
| 10 | ICICI Prudential Asset Management Company Limited | 3.33 | 4.28% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Sep, 25 | 55000 | 60122 | +9.3% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 21 Aug, 25 | 1 L. | 1.13 L. | +13.3% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
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.