Motilal Oswal Special Opportunities Fund-Regular Plan-Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Strong capital defense: downside capture of 64% limits losses during market corrections.
- Generated +17.4% annualized alpha (excess return) over its benchmark.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +1.90% | +6.32% | -4.42% |
| 3 Months | +3.84% | -0.20% | +4.04% |
| 6 Months | +12.90% | +5.98% | +6.92% |
| 1 Year | +19.11% | +3.90% | +15.21% |
| Since Inception | +20.07% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +19.47% | +4.03% | +15.44% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | +7.62% | +18.73% | +19.63% | +24.07% | 100.0% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2025-11-18 | 2026-03-31 | -15.2% | 4 months | 1 months |
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 131 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small 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 Health and Wellness Fund | 7.2 | - | 2.70% | 45.9% | Rs 495 cr | Compare → |
| Invesco India Manufacturing Fund | 7.2 | - | 2.53% | 89.5% | Rs 766 cr | Compare → |
| qsif Equity Ex Top 100 Long Short Fund | 5.2 | - | 3.59% | 80.0% | Rs 643 cr | Compare → |
| Bandhan Innovation Fund | 7.9 | - | 2.25% | 85.4% | Rs 3,469 cr | Compare → |
| HSBC India Export Opportunities Fund | 8.1 | - | 2.35% | 53.2% | Rs 1,375 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Special Opportunities Fund
What is the expense ratio of Motilal Oswal Special Opportunities Fund?
The expense ratio for Motilal Oswal Special Opportunities Fund is currently not reported.
Who manages Motilal Oswal Special Opportunities Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Special Opportunities Fund?
Motilal Oswal Special Opportunities Fund has a 1-year return of +19.11%.
How large is Motilal Oswal Special Opportunities Fund?
Motilal Oswal Special Opportunities Fund manages assets of Rs 131 cr, placing it in the 'too small' size band relative to Sectoral / Thematic peers.
How is Motilal Oswal Special Opportunities Fund scored on MFIQ?
Motilal Oswal Special Opportunities Fund holds an MFIQ Score of 8.7/10 (Strong), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Special Opportunities Fund?
Motilal Oswal Special Opportunities Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 18.72% with a maximum historical drawdown of -15.20%.