Investment Objective
To Achieve Long Term Capital Appreciation By Investing In Opportunities Presented By Special Ituations Such As Corporate Restructuring, Mergers & Acquisitions, Government Policy And/Or Regulatory Changes, Disruption, Upcoming And New…
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.56% | +10.15% | +31.49% | +19.22% | +21.42% | N/A | N/A | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with NIFTY 500 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Motilal Oswal Special Opportunities Fund Regular Plan Growth is a Thematic - Business Cycles equity fund from Motilal Oswal Asset Management Company Limited, launched on 8 Aug 2025. Its benchmark is the NIFTY 500 Index. The expense ratio is 2.99% a year. It manages ₹92 crore. The NAV was ₹12.42 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | +21.42% | 21.32% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2025 to 2026, the fund returned more than the NIFTY 500 Index in 1 of 2 calendar years. The 2026 figure is year to date.
| Year | 2025 | 2026 YTD |
|---|---|---|
| This fund | +6.93% | +19.22% |
| Benchmark | +7.76% | -3.17% |
on returns, volatility, worst fall and cost.
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