Motilal Oswal Special 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 DIAMOND POWER INFRASTRUCTURE LTD with a portfolio weight of 9.11% .
The fund currently owns more than 26 stocks.
The top 10 holdings account for 53.46% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -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 | 2.00% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Cables - Power/Others |
9.11%
|
|
| 2 | IT Equipments & Peripherals |
6.64%
|
|
| 3 | Industrials |
5.11%
|
|
| 4 | Non-Banking Financial Company (NBFC) |
4.99%
|
|
| 5 | Financials |
4.95%
|
|
| 6 | Consumer Discretionary |
4.79%
|
|
| 7 | Logistics - Warehousing/Supply Chain/Others |
4.78%
|
|
| 8 | Pharmaceuticals |
4.62%
|
|
| 9 | Plastics - Plastic & Plastic Products |
4.42%
|
|
| 10 | Materials |
4.05%
|
|
| 11 | Industrials |
3.94%
|
|
| 12 | Finance - Mutual Funds |
3.81%
|
AMC: MOTILALOSWAL
Category: Equity • Sectoral/Thematic
Launch Date: 25 Jul 2025
Fund Manager: Mr. Ajay Khandelwal
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Special 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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