September 26, 2025
RA Jainee
Motilal Oswal Special Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.4043
NAV IDCW: Rs 10.4043
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
4) Bhalchandra Shinde
Education: Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience: Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
Basic Details of Motilal Oswal Special Opportunities Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 14-Aug-25 |
| Return Since Launch | 4.04% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 44 Cr |
| (As on 31-Aug-2025) | |
| Expense | 2.57% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Special Opportunities Dir | — | -0.97 | 1.96 | — | — | — | — | — | — | — |
| BSE 500 TRI | — | -0.64 | 0.91 | — | — | — | — | — | — | — |
Peer Comparison of Motilal Oswal Special Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Special Opportunities Dir | Unrated | — | — | — | 2.57 | 44 | 4.04 | 1.00 (90) | 1M | — |
| ICICI Pru India Opportunities Dir | Unrated | 0.77 | 24.89 | 34.58 | 0.63 | 29,871 | 22.69 | 1.00 (365) | 6Y 8M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 4.12 | 24.58 | — | 0.74 | 13,643 | 22.93 | 1.00 (30) | 4Y 8M | 33.00 |
| HDFC Manufacturing Dir | Unrated | -1.02 | — | — | 0.77 | 11,537 | 9.50 | 1.00 (30) | 1Y 4M | 37.09 |
| Franklin India Opportunities Dir | Unrated | 1.14 | 30.88 | 31.33 | 0.52 | 7,509 | 18.38 | 1.00 (365) | 12Y 8M | 48.44 |
Portfolio Analysis of Motilal Oswal Special Opportunities Fund
| No. of Stocks | 21 |
| Top 10 Stocks | 42.44% |
| Top 5 Stocks | 21.59% |
| Top 3 Sectors | 53.89% |
| Portfolio P/B Ratio | 6.93 |
| Portfolio P/E Ratio | 52.58 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 62,341 | 1,25,093 |
| Giant (%) | 5.24 | 43.00 |
| Large (%) | 46.92 | 24.03 |
| Mid (%) | 45.55 | 27.30 |
| Small (%) | 2.29 | 9.62 |
| Tiny (%) | — | 0.82 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Special Opportunities Fund
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