Motilal Oswal Special Opportunities Fund-Reg(G)
- Equity
- Thematic Fund
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹74.13 Cr
- Expense Ratio
- 2.10%
- Riskometer
- Very High
- Category
- Thematic Fund
- Asset Type
- Equity
- Benchmark
- NIFTY 50 - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 24 Jul 2025
- ISIN
- INF247L01FV0
- Scheme Code
- SOGP
- Fund Scheme ID
- 40397
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | 5.77% | 5.77% | 67.94% | 45.96% |
| 3 Months | 9.59% | 9.59% | 38.05% | 33.89% |
| 6 Months | 25.39% | 25.39% | 50.36% | 40.45% |
| 1 Year | 23.33% | 23.33% | 23.33% | 19.47% |
| Since Inception | 24.60% | 26.19% | 24.77% | 21.14% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.00%
- Domestic Equities97.22%
- Cash & Cash Equivalents and Net Assets2.78%
Top Sectors
- Automobile & Ancillaries25.31%
- Finance24.50%
- Capital Goods10.85%
- Trading9.51%
- Healthcare8.39%
- Plastic Products4.76%
- Logistics4.20%
- Non - Ferrous Metals3.65%
Holdings
Overview of fund allocations across sectors and securities
Automobile & Ancillaries
Value
₹18.76 Cr
Weightage
25.31%
Finance
Value
₹18.16 Cr
Weightage
24.50%
Capital Goods
Value
₹8.04 Cr
Weightage
10.85%
Trading
Value
₹7.05 Cr
Weightage
9.51%
Healthcare
Value
₹6.22 Cr
Weightage
8.39%
Plastic Products
Value
₹3.53 Cr
Weightage
4.76%
Logistics
Value
₹3.11 Cr
Weightage
4.20%
Non - Ferrous Metals
Value
₹2.71 Cr
Weightage
3.65%
Retailing
Value
₹2.40 Cr
Weightage
3.24%
Chemicals
Value
₹2.10 Cr
Weightage
2.83%
Others
Value
₹2.06 Cr
Weightage
2.78%
About
Fund Manager(s)
Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty
Launch Date
24 Jul 2025
Benchmark
NIFTY 50 - TRI
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 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
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- 1% on or before 3M, Nil after 3M
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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