Motilal Oswal Innovation Opportunities Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -6.50% | -12.23% | -5.43% | 6.12% | 1.67% | – | – | – | – |
NAV history
About this fund
Motilal Oswal Innovation Opportunities Fund is a sectoral/thematic equity fund offered by Motilal Oswal Mutual Fund, classified under Equity as Sectoral/Thematic - Innovation. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹13.46, with assets under management of about ₹546 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Motilal Oswal Innovation Opportunities Fund has recorded a return of about 1.7%. Its annualised volatility is 17.5% — relatively large fluctuations — and its Sharpe ratio is -0.28, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.79%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.56 | 14.24 | 1.67 | 21.67 | 100% | 68% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| HDFC INNOVATION FUND Sectoral/Thematic - Innovation | -9.52 | -1.85 | 7.08 | 5.60 | – | – | – | – |
| Mahindra Manulife Innovation Opportunities Fund Sectoral/Thematic - Innovation | -9.65 | -7.09 | -1.69 | – | – | – | – | 0.70 |
| Axis Innovation Fund Sectoral/Thematic - Innovation | -9.03 | 0.46 | 5.76 | 6.12 | 16.18 | 9.63 | – | 1.07 |
| ICICI Prudential Innovation Fund Sectoral/Thematic - Innovation | -7.80 | -4.69 | -1.16 | -5.47 | 16.91 | – | – | 0.67 |
| Union Innovation & Opportunities Fund Sectoral/Thematic - Innovation | -10.58 | -3.11 | 6.33 | 0.46 | 16.70 | – | – | 0.67 |
| Nippon India Innovation Fund Sectoral/Thematic - Innovation | -11.13 | -6.45 | -3.55 | -7.68 | 11.37 | – | – | 0.59 |
| UTI Innovation Fund Sectoral/Thematic - Innovation | -11.62 | -5.79 | 0.20 | -11.80 | 2.71 | – | – | 0.80 |
| Baroda BNP Paribas Innovation Fund Sectoral/Thematic - Innovation | -9.20 | -4.53 | -0.02 | 1.27 | – | – | – | 0.89 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund Other Scheme - Index Funds | -10.19 | -9.20 | -6.57 | -5.70 | 12.71 | 12.73 | – | 0.22 |
| Motilal Oswal Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | -11.07 | -7.10 | -1.08 | -4.85 | 11.35 | 11.82 | – | 0.28 |
| Motilal Oswal Nifty 500 Index Fund Other Scheme - Index Funds | -6.55 | -6.56 | -5.48 | -9.05 | 9.03 | 7.59 | – | 0.13 |
| Motilal Oswal Large and Midcap Fund Equity Scheme - Large & Mid Cap Fund | -10.20 | -4.44 | -2.44 | -2.72 | 19.32 | 16.72 | – | 0.60 |
| Motilal Oswal Nifty 50 Index Fund Other Scheme - Index Funds | -3.61 | -5.12 | -5.77 | -11.86 | 6.49 | 5.58 | – | 0.13 |
| Motilal Oswal Nifty Next 50 Index Fund Other Scheme - Index Funds | -9.14 | -8.14 | -6.19 | -4.64 | 15.22 | 9.79 | – | 0.27 |
| Motilal Oswal S&P 500 Index Fund Other Scheme - Index Funds | -2.10 | 0.38 | 8.65 | 23.02 | 27.70 | 16.81 | – | 0.52 |
| Motilal Oswal Multi Asset Passive Fund of Fund Other Scheme - FoF Domestic | -5.77 | -6.51 | -6.34 | -3.87 | 12.56 | 9.81 | – | 0.09 |