Motilal Oswal Special Opportunities IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Special Opportunities IDCW Reinvest Direct Plan

NAV
₹9.8469
+1.50%
(17 Mar)
AUM
66 Cr
TER
2.43%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
NA
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
-1.5%
VOL
20.0%
20.0%
20.0%
20.1%
14.8%
TER
0.8%
0.8%
0.8%
0.9%
2.4%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹66 Cr
INFO
0.60
0.60
0.60
0.80
-0.10
See fund holdings as of 28th Feb
Top holdings
State Bank of India
7.5%
Shriram Finance Ltd
6.4%
Muthoot Finance Ltd
6.1%
Aditya Birla Capital Ltd
5.4%
ICICI Prudential Asset Management Co Ltd
4.7%
KEI Industries Ltd
4.7%
Ather Energy Ltd
4.5%
Jain Resource Recycling Ltd
4.3%
Billionbrains Garage Ventures Ltd
4.3%
One97 Communications Ltd
4.2%
Top industry exposure
Financial Services
37.6%
Consumer Cyclical
24.4%
Technology
13.2%
Industrials
7.7%
Basic Materials
4.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
80%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
To achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized
Fund manager(s)
Ajay Khandelwal
Rakesh Shetty
Atul Mehra
Sunil Sawant
Bhalchandra Shinde

FAQs