Motilal Oswal Innovation Opportunities Fund Direct Growth

Motilal Oswal Innovation Opportunities Fund Direct Growth

1M
6M
1Y
All
NAV: 21 Jul '26
₹14.54
Min. for SIP
₹500
Fund size (AUM)
₹641.60 Cr
Expense ratio
1.18%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,795
+5.30%
6 months₹30,000₹34,075
+13.58%
1 year₹60,000₹68,112
+13.52%

Holdings (35)

NameSectorInstrumentsAssets
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity5.33%
Reverse Repo/CBLOUnspecifiedReverse Repo/CBLO4.83%
Interglobe Aviation LtdIndustrialsEquity4.17%
Le Travenues Technology Ltd.Consumer DiscretionaryEquity4.04%
Syrma SGS Technology LtdTechnologyEquity3.89%
CG Power & Industrial Solutions LtdIndustrialsEquity3.87%
Amagi Media Labs Ltd.TechnologyEquity3.77%
Avalon Technologies Ltd.IndustrialsEquity3.60%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity3.56%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity3.54%
Global Health LtdHealthcareEquity3.44%
Aditya Vision LtdConsumer DiscretionaryEquity3.19%
GNG Electronics Ltd.IndustrialsEquity3.01%
Restaurant Brands Asia LtdConsumer DiscretionaryEquity2.99%
JM Financial LtdFinancialEquity2.96%
PG Electroplast LtdIndustrialsEquity2.93%
Aditya Birla Sun Life AMC LtdFinancialEquity2.92%
Eris Lifesciences LtdHealthcareEquity2.72%
Coforge LtdTechnologyEquity2.68%
ABB India LtdIndustrialsEquity2.66%
Clean Science And Technology LtdMaterialsEquity2.64%
Ola Electric Mobility Ltd.Consumer DiscretionaryEquity2.60%
Amber Enterprises India LtdConsumer DiscretionaryEquity2.57%
Chalet Hotels LtdConsumer DiscretionaryEquity2.55%
Central Depository Services (India) LtdFinancialEquity2.51%
UNO Minda LtdConsumer DiscretionaryEquity2.39%
Bharat Heavy Electricals LtdIndustrialsEquity2.38%
Pine Labs Ltd.TechnologyEquity2.28%
Max Healthcare Institute LtdHealthcareEquity1.97%
Tanfac Industries LtdMaterialsEquity1.95%
Fractal Analytics Ltd.TechnologyEquity1.88%
TD Power Systems LtdIndustrialsEquity1.84%
Birlasoft LtdTechnologyEquity1.80%
Entero Healthcare Solutions Ltd.HealthcareEquity0.40%
Net ReceivablesUnspecifiedNet Receivables0.12%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+15.8%+19.2%+13.7%+46.1%
Category average (Equity Thematic)-----1.5%--
Rank (Equity Thematic)112--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 3 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

RS
Rakesh Shetty
Jan 2025 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

VS
Varun Sharma
Feb 2025 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

About Motilal Oswal Innovation Opportunities Fund Direct Growth

Motilal Oswal Innovation Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Innovation Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,50,688 Cr and the Latest NAV as of 21 Jul 2026 is ₹14.54. The Motilal Oswal Innovation Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 3 months. ;

Investment Objective

The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,50,688.38 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,