Motilal Oswal Special Opportunities Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-04-2026
NAV ₹10.98(R) +1.01% ₹10.99(D) +1.02%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Nifty 500 TRI 4.25% 15.93% 14.19% 14.2% 14.32%
SIP (XIRR) Regular -% -% -% -% -%
Direct -% -% -% -% -%
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
Aditya Birla Sun Life Special Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
SBI Comma Fund 3
ICICI Prudential Business Cycle Fund 4
Icici Prudential Commodities Fund 5

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Special Opportunities Fund-Regular Plan-Growth 10.98
0.1100
1.0100%
Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW 10.98
0.1100
1.0100%
Motilal Oswal Special Opportunities Fund - Direct - Growth 10.99
0.1100
1.0200%
Motilal Oswal Special Opportunities Fund - Direct- IDCW 10.99
0.1100
1.0200%

Review Date: 27-04-2026

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 Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 13.87 8.59
9.58
4.50 | 21.71 4 | 50 Very Good
3M Return % 8.85 0.13
2.43
-4.86 | 19.15 4 | 50 Very Good
6M Return % 0.86 -4.06
-1.82
-8.67 | 9.10 11 | 49 Very Good
Return data last Updated On : April 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 13.88 8.59 9.63 4.63 | 21.86 4 | 51 Very Good
3M Return % 8.88 0.13 2.63 -4.55 | 19.58 6 | 51 Very Good
6M Return % 0.91 -4.06 -1.32 -7.91 | 9.65 14 | 50 Good
Return data last Updated On : April 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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
27-04-2026 10.9773 10.9852
24-04-2026 10.8671 10.8748
23-04-2026 10.9047 10.9123
22-04-2026 10.8797 10.8874
21-04-2026 10.8063 10.8138
20-04-2026 10.6078 10.6152
17-04-2026 10.5672 10.5744
16-04-2026 10.465 10.4721
15-04-2026 10.4628 10.4699
13-04-2026 10.367 10.3739
10-04-2026 10.381 10.3879
09-04-2026 10.155 10.1617
08-04-2026 10.1237 10.1303
07-04-2026 9.695 9.7013
06-04-2026 9.7163 9.7226
02-04-2026 9.5837 9.5899
01-04-2026 9.6307 9.6368
30-03-2026 9.3806 9.3865
27-03-2026 9.6403 9.6463

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.