← Back to the fund page Use your browser's print dialog and choose “Save as PDF”. A4, two pages.
InvestVerdict

Motilal Oswal Special Opportunities Fund

Regular Plan · Payout/Reinvestment · Sectoral / Thematic · Scheme code 153752

NAV₹12.3178as on 27 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · Payout/Reinvestment
History1.0 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 4.838.3518.46 23.11—— ——20.75
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 5.6615.6212.90 —13.92—

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

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.7% 0.85 1.24 1.17 18.53% -15.2% 87.65
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 12 months this scheme and its benchmark share.

Growth of ₹100 since launch

891011121242026InvestVerdict

Drawdown from peak (%)

0%-6%-11%-17%2026
InvestVerdict

Motilal Oswal Special Opportunities Fund

Regular Plan · Payout/Reinvestment

Allocation

By asset

Equity92.65%
Cash & Equivalents7.35%

By market cap

Large Cap28.38%
Mid Cap22.38%
Small Cap41.89%

Concentration

Number of stocks25
Top 5 stocks28.30%
Top 10 stocks49.64%
Top 20 stocks80.58%
Largest holding7.71%
Largest sectorAuto Components 14.55%
Effective stocks26.1
Cash7.35%
InvestVerdict

Motilal Oswal Special Opportunities Fund

Regular Plan · Payout/Reinvestment · holdings

Top 18 holdings

#CompanySector% of fund
1— Industrial Manufacturing7.71%
2— Auto Components5.23%
3— Finance5.22%
4— Finance5.19%
5— Unclassified5.10%
6— Pharmaceuticals & Biotechnology4.95%
7— Transport Services4.70%
8— Chemicals & Petrochemicals4.46%
9— Consumer Durables4.40%
10— Capital Markets4.28%
11— Transport Services3.50%
12— Aerospace & Defense3.38%
13— Auto Components3.27%
14— Capital Markets3.26%
15— Diversified Metals3.25%
16— Auto Components3.17%
17— Retailing3.05%
18— Electrical Equipment3.01%

Sector split

Auto Components — 14.6%Finance — 10.4%Electrical Equipment — 8.3%Transport Services — 8.2%Industrial Manufacturing — 7.7%Capital Markets — 7.5%Cash & Equivalents — 7.4%Aerospace & Defense — 5.7%Pharmaceuticals & Biotechnology — 5.0%Other — 25.3%Auto Components14.6%Finance10.4%Electrical Equipment8.3%Transport Services8.2%Industrial Manufacturing7.7%Capital Markets7.5%Cash & Equivalents7.4%Aerospace & Defense5.7%Pharmaceuticals & Biotech…5.0%Other25.3%
Auto Components14.55%
Finance10.41%
Electrical Equipment8.33%
Transport Services8.20%
Industrial Manufacturing7.71%
Capital Markets7.54%
Cash & Equivalents7.35%
Aerospace & Defense5.66%
Pharmaceuticals & Biotechnology4.95%
Chemicals & Petrochemicals4.46%

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.