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InvestVerdict

Motilal Oswal Innovation Opportunities Fund

Direct Plan · Payout/Reinvestment · Sectoral / Thematic · Scheme code 153259

NAV₹15.0713as on 27 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Payout/Reinvestment
History1.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 4.4914.3026.68 19.03—— ——31.43
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 6.9716.9114.34 —15.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 17.3% 1.44 2.19 1.05 19.41% -19.4% 69.22
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 18 months this scheme and its benchmark share.

Growth of ₹100 since launch

961161351552026InvestVerdict

Drawdown from peak (%)

0%-7%-14%-22%2026
InvestVerdict

Motilal Oswal Innovation Opportunities Fund

Direct Plan · Payout/Reinvestment

Allocation

By asset

Equity95.03%
Cash & Equivalents4.97%

By market cap

Large Cap13.08%
Mid Cap10.58%
Small Cap71.37%

Concentration

Number of stocks33
Top 5 stocks21.30%
Top 10 stocks39.21%
Top 20 stocks67.91%
Largest holding5.33%
Largest sectorElectrical Equipment 19.68%
Effective stocks33.3
Cash4.97%
InvestVerdict

Motilal Oswal Innovation Opportunities Fund

Direct Plan · Payout/Reinvestment · holdings

Top 18 holdings

#CompanySector% of fund
1— Electrical Equipment5.33%
2— Unclassified4.83%
3— Transport Services4.17%
4— Leisure Services4.04%
5— Industrial Manufacturing3.89%
6— Electrical Equipment3.87%
7— IT - Services3.77%
8— Electrical Equipment3.60%
9— Beverages3.56%
10— Consumer Durables3.54%
11— Healthcare Services3.44%
12— Retailing3.19%
13— IT - Hardware3.01%
14— Leisure Services2.99%
15— Finance2.96%
16— Consumer Durables2.93%
17— Capital Markets2.92%
18— Pharmaceuticals & Biotechnology2.72%

Sector split

Electrical Equipment — 19.7%Leisure Services — 9.6%Consumer Durables — 9.0%IT - Software — 6.4%Capital Markets — 5.4%Healthcare Services — 5.4%Cash & Equivalents — 5.0%Chemicals & Petrochemicals — 4.6%Transport Services — 4.2%Other — 30.8%Electrical Equipment19.7%Leisure Services9.6%Consumer Durables9.0%IT - Software6.4%Capital Markets5.4%Healthcare Services5.4%Cash & Equivalents5.0%Chemicals & Petrochemicals4.6%Transport Services4.2%Other30.8%
Electrical Equipment19.68%
Leisure Services9.58%
Consumer Durables9.04%
IT - Software6.36%
Capital Markets5.43%
Healthcare Services5.41%
Cash & Equivalents4.97%
Chemicals & Petrochemicals4.59%
Transport Services4.17%
Industrial Manufacturing3.89%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.