AK
Ajay KhandelwalLead
Since Aug 2025
AUM managed
₹98,914.38Cr
Tenure
Since Aug 2025
Funds
18
Motilal Oswal Special Opportunities Reg Gr
Sectoral/ ThematicMotilal Oswal Mutual Fund
NAV
₹12.50
-2.66% today
AUM
₹81.76 Cr
Fund size
Expense
2.99%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings24
Inception14 Aug 2025
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.84
Standard deviation21.83%
Sortino ratio1.56
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Motilal Oswal Special Opportunities Reg Gr
Motilal Oswal Special Opportunities Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹12.50 per unit and the scheme manages ₹81.76 Cr in assets under management. The fund charges an expense ratio of 2.99% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 1 year, Motilal Oswal Special Opportunities Reg Gr has delivered +17.88% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized
Regular Plan · Growth option · NAV as of 15 Sept 2026
Motilal Oswal Special Opportunities Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | +0.55% |
| 3 months | +7.80% |
| 6 months | +27.74% |
| 1 year | +17.88% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +9.01% |
| 6 months | +19.18% |
| 1 year | +23.86% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Special Opportunities Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Special Opportunities Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Special Opportunities Reg Gr is ₹12.50 per unit, -2.66% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Special Opportunities Reg Gr delivered?
Motilal Oswal Special Opportunities Reg Gr has returned +17.88% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Special Opportunities Reg Gr?
Motilal Oswal Special Opportunities Reg Gr charges an expense ratio of 2.99% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Special Opportunities Reg Gr?
SEBI's riskometer classifies Motilal Oswal Special Opportunities Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Special Opportunities Reg Gr?
You can start a SIP in Motilal Oswal Special Opportunities Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Special Opportunities Reg Gr?
Motilal Oswal Special Opportunities Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹81.76 Cr in assets under management and invests across 24 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01FV0
- Scheme code
- FS0000JZV1
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