Equity · Sectoral/Thematic - Special Situations
Motilal Oswal Special Opportunities Fund
Open in live screener →Key metrics
Latest NAV
₹12.69
Day change
0.45%
Volatility
17.0%
Sharpe
1.03
Max drawdown
-15.2%
Expense ratio
2.00%
AUM
₹71 Cr
Category rank
1 / 5
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | 1.82% | 4.02% | 10.59% | 26.36% | 24.02% | – | – | – | – |
Returns up to 1Y are absolute; 1Y and longer are annualised (CAGR). Source: public AMFI NAV data.
NAV history
Chart shows the fund's available daily NAV history. Daily NAV data begins around 2006, so older funds may predate this range.
About this fund
Motilal Oswal Special Opportunities Fund is a sectoral/thematic equity fund offered by Motilal Oswal Mutual Fund, classified under Equity as Sectoral/Thematic - Special Situations. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹12.69, with assets under management of about ₹71 Cr (April - June 2026).
Performance analysis
Over the trailing one year, Motilal Oswal Special Opportunities Fund has recorded a return of about 24.0%. Its annualised volatility is 17.0% — relatively large fluctuations — and its Sharpe ratio is 1.03, a measure of return per unit of risk taken. The direct-plan base expense ratio is 2.00%, deducted daily from the NAV.
Rolling returns
Frequently asked questions
What does Motilal Oswal Special Opportunities Fund invest in?
It invests primarily in companies tied to a single sector or theme.
How is this fund classified?
It is a Sectoral/Thematic - Special Situations fund in the Equity group.
How often is the NAV updated?
Mutual fund NAVs are declared by the AMC on every business day. This page sources NAV from public AMFI data and refreshes twice daily.
What is its expense ratio?
2.00% (direct plan, base expense ratio), deducted daily from the NAV. Some platforms quote a higher all-in Total TER — verify with the AMC.
How is the rolling return calculated?
Rolling return averages the fund's annualised return over every possible window of a given length across its history, rather than a single start-to-end period — reducing the effect of one lucky or unlucky entry date.
Is past performance a guarantee of future returns?
No. Past performance does not indicate future results; mutual fund values fluctuate with markets. Read all scheme-related documents carefully before investing.
Compare with peers
Similar Sectoral/Thematic - Special Situations
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Sectoral/Thematic - Special Situations | -1.31 | 6.88 | 13.68 | 16.15 | 18.97 | 14.61 | – | 0.92 |
| Samco Special Opportunities Fund Sectoral/Thematic - Special Situations | 3.98 | 7.67 | 15.60 | 4.67 | – | – | – | 0.78 |
| WhiteOak Capital Special Opportunities Fund Sectoral/Thematic - Special Situations | 0.67 | 10.73 | 18.45 | 16.47 | – | – | – | 0.53 |
| Kotak Special Opportunities Fund Sectoral/Thematic - Special Situations | 0.97 | 10.93 | 23.69 | 21.35 | – | – | – | – |
More funds from Motilal Oswal
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund Equity Scheme - ELSS | 3.97 | 7.58 | 22.52 | 15.78 | 22.58 | 17.64 | 17.59 | 0.63 |
| Motilal Oswal Balanced Advantage Fund Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | 0.13 | 8.15 | 11.86 | -1.90 | 2.50 | 5.90 | – | 0.96 |
| Motilal Oswal Nasdaq 100 Fund of Fund Other Scheme - FoF Domestic | 2.22 | -1.86 | 51.86 | 63.84 | 39.03 | 23.93 | – | 0.16 |
| Motilal Oswal Liquid Fund Debt Scheme - Liquid Fund | 0.52 | 1.62 | 3.24 | 6.17 | 6.58 | 5.97 | – | 0.17 |
| Motilal Oswal Nifty Bank Index Fund Other Scheme - Index Funds | -1.14 | 5.17 | -0.72 | 5.84 | 8.89 | 9.97 | – | 0.23 |
| Motilal Oswal Nifty Midcap 150 Index Fund Other Scheme - Index Funds | -1.25 | 3.84 | 9.12 | 9.37 | 15.36 | 16.61 | – | 0.22 |
| Motilal Oswal Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | 0.74 | 8.61 | 20.00 | 9.53 | 14.79 | 15.53 | – | 0.28 |
| Motilal Oswal Nifty 500 Index Fund Other Scheme - Index Funds | -2.30 | 3.52 | 3.61 | 2.25 | 10.80 | 10.16 | – | 0.13 |
Returns ≥ 1Y are annualised (CAGR). TER = direct-plan base expense ratio. Click a fund to open its page.