Motilal Oswal Special Opportunities Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-10-2026
NAV ₹12.17(R) +2.72% ₹12.18(D) +2.72%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 11.78% -% -% -% -%
Direct 11.9% -% -% -% -%
Benchmark
SIP (XIRR) Regular 20.25% -% -% -% -%
Direct 20.39% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM
Top Sectoral/ Thematic
Fund Name Rank Rating
HDFC Defence Fund 1
Aditya Birla Sun Life Special Opportunities Fund 2
Franklin India Opportunities Fund 3
ITI Pharma and Healthcare Fund 4
SBI Comma Fund 5

NAV Date: 27-10-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Special Opportunities Fund-Regular Plan-Growth 12.17
0.3200
2.7200%
Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW 12.17
0.3200
2.7200%
Motilal Oswal Special Opportunities Fund - Direct - Growth 12.18
0.3200
2.7200%
Motilal Oswal Special Opportunities Fund - Direct- IDCW 12.18
0.3200
2.7200%

Review Date: 27-10-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.07 -2.20
-3.19
-6.59 | -0.02 14 | 59 Very Good
3M Return % 4.55 -5.95
-4.57
-12.43 | 4.64 2 | 57 Very Good
6M Return % 10.83 -4.14
-1.04
-13.16 | 14.91 4 | 57 Very Good
1Y Return % 11.78 -8.03
-2.56
-13.70 | 15.18 6 | 51 Very Good
1Y SIP Return % 20.25
-2.29
-23.04 | 20.36 3 | 50 Very Good
Return data last Updated On : Oct. 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.06 -2.20 -3.09 -6.49 | 0.07 17 | 61 Good
3M Return % 4.58 -5.95 -4.38 -12.08 | 4.99 2 | 59 Very Good
6M Return % 10.89 -4.14 -0.63 -12.48 | 15.68 5 | 59 Very Good
1Y Return % 11.90 -8.03 -1.64 -13.37 | 16.35 8 | 52 Very Good
1Y SIP Return % 20.39 -1.41 -21.80 | 21.85 4 | 51 Very Good
Return data last Updated On : Oct. 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Motilal Oswal Special Opportunities Fund NAV Regular Growth Motilal Oswal Special Opportunities Fund NAV Direct Growth
27-10-2026 12.1658 12.1817
26-10-2026 11.8438 11.8593
23-10-2026 11.7443 11.7595
22-10-2026 12.0044 12.02
21-10-2026 12.1688 12.1845
19-10-2026 12.4031 12.419
16-10-2026 12.5299 12.5459
15-10-2026 12.6207 12.6367
14-10-2026 12.8196 12.8359
13-10-2026 12.8115 12.8277
12-10-2026 12.788 12.8041
09-10-2026 12.5371 12.5528
08-10-2026 12.4235 12.4391
07-10-2026 12.7477 12.7636
06-10-2026 12.6832 12.699
05-10-2026 12.469 12.4844
01-10-2026 12.3415 12.3566
30-09-2026 12.5227 12.538
29-09-2026 12.5095 12.5247
28-09-2026 12.4233 12.4384

Fund Launch Date: 21/Aug/2025
Fund Category: Sectoral/ Thematic
Investment Objective: To generate long-term capital appreciation by investing in equity and equity-related instruments of companies in special opportunity situations.
Fund Description: An open-ended equity scheme following the special opportunities theme, investing in companies in special situations like restructuring, IPOs, or sector inflections.
Fund Benchmark: Nifty 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.