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Motilal Oswal Special Opportunities Fund - Direct - Growth
monitor_heart Health Score: 17/100 · WeakMotilal Oswal Mutual Fund · Equity · Thematic
₹11.56
AUM: ₹77 Cr
NAV updated 14 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
2.87%
Exit Load
Exit load of 1%, if redeemed within 3 months.
Fund Manager
Ajay Khandelwal
Inception
Aug 2025
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.57
Std Dev (1Y)
17.68%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.6%
3m
+12.08%
6m
+12.29%
1y
—
3y
—
5y
—
10y
—
since inception
+14.0%
rate_review TopFund's Take on Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Special Opportunities Fund - Direct - Growth lags behind most of its peers in the Thematic category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 17/100.
Cost: At 2.87%, the expense ratio runs 159% above the Thematic category average of 1.11%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.57 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 17.68% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Special Opportunities Fund - Direct - Growth
The current NAV (Net Asset Value) of Motilal Oswal Special Opportunities Fund - Direct - Growth is ₹11.56. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio is 2.87% per annum — the annual fee deducted from your investment to cover fund management costs.
Motilal Oswal Special Opportunities Fund - Direct - Growth is managed by Ajay Khandelwal at Motilal Oswal Mutual Fund.
Motilal Oswal Special Opportunities Fund - Direct - Growth is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Motilal Oswal Special Opportunities Fund - Direct - Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Motilal Oswal Special Opportunities Fund - Direct - Growth is ₹78 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.