Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Generated +9.3% annualized alpha (excess return) over its benchmark.
- Downside capture of 110% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +0.07% | +6.32% | -6.25% |
| 3 Months | -1.73% | -0.20% | -1.53% |
| 6 Months | +10.04% | +5.98% | +4.06% |
| 1 Year | +9.70% | +3.90% | +5.80% |
| Since Inception | +22.64% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +14.20% | +4.03% | +10.17% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | +0.13% | +11.23% | +12.12% | +19.20% | 100.0% | 98.3% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2025-10-29 | 2026-03-31 | -19.9% | 5 months | 2 months |
| 2026-09-11 | 2026-10-23 | -12.6% | 1 months | Not yet recovered |
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 907 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Baroda BNP Paribas Innovation Fund | 6.0 | - | 2.53% | 89.7% | Rs 900 cr | Compare → |
| Nippon India Active Momentum Fund | 6.8 | - | 2.30% | 90.5% | Rs 654 cr | Compare → |
| Motilal Oswal Services Fund | 6.9 | - | - | 77.0% | Rs 144 cr | Compare → |
| Baroda BNP Paribas Manufacturing Fund | 5.7 | - | 2.48% | 97.1% | Rs 794 cr | Compare → |
| Kotak Special Opportunities Fund | 6.0 | - | 2.28% | 114.2% | Rs 1,887 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Innovation Opportunities Fund
What is the expense ratio of Motilal Oswal Innovation Opportunities Fund?
The expense ratio for Motilal Oswal Innovation Opportunities Fund is currently not reported.
Who manages Motilal Oswal Innovation Opportunities Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Innovation Opportunities Fund?
Motilal Oswal Innovation Opportunities Fund has a 1-year return of +9.70%.
How large is Motilal Oswal Innovation Opportunities Fund?
Motilal Oswal Innovation Opportunities Fund manages assets of Rs 907 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Motilal Oswal Innovation Opportunities Fund scored on MFIQ?
Motilal Oswal Innovation Opportunities Fund holds an MFIQ Score of 5.7/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Innovation Opportunities Fund?
Motilal Oswal Innovation Opportunities Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 19.12% with a maximum historical drawdown of -19.92%.