Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

Motilal Oswal Special Opportunities Fund (Direct)

Motilal Oswal Mutual Fund · benchmark Nifty 500 TRI · 1.2 years old · AMFI code 153749

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Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months14.1%2.5%+11.6%20 / 106
1 year16.9%-1.0%+18.0%17 / 100
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Portfolio

Diamond Power Infrastructure Ltd.7.5%
Lumino Industries Limited5.8%
Aditya Infotech Limited5.7%
Samvardhana Motherson International Limi5.4%
Lohia Corp Limited5.4%
Kalyan Jewellers India Limited5.0%
Piramal Finance Limited4.5%
Sterlite Technologies Limited4.3%
Shadowfax Technologies Limited4.2%
Raymond Limited3.8%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Motilal Oswal Special Opportunities Fund (Direct plan)?

₹12.62 on 5 Nov 2026 (Growth option).

What is the expense ratio of Motilal Oswal Special Opportunities Fund (Direct)?

2.78% a year; the Regular plan's is 2.90%.

What does Motilal Oswal Special Opportunities Fund invest in?

Its largest holdings are Diamond Power Infrastructure Ltd., Lumino Industries Limited, Aditya Infotech Limited, with 25 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Motilal Oswal Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.