Motilal Oswal Innovation Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is TREPS with a portfolio weight of 6.33% .
The fund currently owns more than 34 stocks.
The top 10 holdings account for 41.38% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 44.13% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.80% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.33%
|
||
| 2 | IT Consulting & Software |
5.75%
|
|
| 3 | Consumer Electronics |
4.32%
|
|
| 4 | Tours & Travels |
3.99%
|
|
| 5 | Industrials |
3.70%
|
|
| 6 | Industrials |
3.59%
|
|
| 7 | Electric Equipment - General |
3.52%
|
|
| 8 | Consumer Discretionary |
3.42%
|
|
| 9 | Hospitals & Medical Services |
3.39%
|
|
| 10 | Information Technology |
3.37%
|
|
| 11 | Consumer Discretionary |
3.26%
|
|
| 12 | Industrials |
3.23%
|
AMC: MOTILALOSWAL
Category: Equity • Sectoral/Thematic
Launch Date: 29 Jan 2025
Fund Manager: Mr. Rakesh Shetty
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Innovation Opportunities Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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