Motilal Oswal Special Opportunities Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 12-06-2026
NAV ₹11.3(R) +2.48% ₹11.31(D) +2.48%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Nifty 500 TRI -1.03% 13.41% 11.87% 13.94% 14.02%
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

NAV Date: 12-06-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Special Opportunities Fund-Regular Plan-Growth 11.3
0.2700
2.4800%
Motilal Oswal Special Opportunities Fund-Regular Plan- IDCW 11.3
0.2700
2.4800%
Motilal Oswal Special Opportunities Fund - Direct - Growth 11.31
0.2700
2.4800%
Motilal Oswal Special Opportunities Fund - Direct- IDCW 11.31
0.2700
2.4800%

Review Date: 12-06-2026


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 % 1.71 1.51
1.82
-1.44 | 7.52 21 | 50 Good
3M Return % 14.17 3.42
6.17
-3.20 | 21.72 5 | 50 Very Good
6M Return % 8.27 -4.42
-0.48
-9.00 | 21.75 6 | 50 Very Good
Return data last Updated On : June 12, 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

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.72 1.51 1.87 -1.32 | 7.53 22 | 51 Good
3M Return % 14.20 3.42 6.36 -2.81 | 22.11 7 | 51 Very Good
6M Return % 8.33 -4.42 -0.04 -8.45 | 22.36 7 | 51 Very Good
Return data last Updated On : June 12, 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
12-06-2026 11.3004 11.3102
11-06-2026 11.0265 11.036
10-06-2026 11.228 11.2377
09-06-2026 11.4514 11.4612
08-06-2026 11.2364 11.246
05-06-2026 11.4654 11.4751
04-06-2026 11.5148 11.5244
03-06-2026 11.4605 11.4702
02-06-2026 11.3683 11.3778
01-06-2026 11.3283 11.3378
29-05-2026 11.4209 11.4303
27-05-2026 11.3569 11.3662
26-05-2026 11.2839 11.293
25-05-2026 11.2495 11.2586
22-05-2026 11.0997 11.1086
21-05-2026 11.0946 11.1034
20-05-2026 11.0783 11.0871
19-05-2026 10.9877 10.9964
18-05-2026 11.0182 11.0269
15-05-2026 11.2846 11.2933
14-05-2026 11.2544 11.2631
13-05-2026 11.2229 11.2316
12-05-2026 11.1106 11.1191

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.