Motilal Oswal Innovation Opportunities Fund Direct Growth

Motilal Oswal Innovation Opportunities Fund Direct Growth

1M
6M
1Y
All
NAV: 18 Sep '26
₹15.18
Min. for SIP
₹500
Fund size (AUM)
₹793.08 Cr
Expense ratio
1.24%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,318
+2.12%
6 months₹30,000₹33,325
+11.08%
1 year₹60,000₹69,351
+15.58%

Holdings (35)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo9.50%
Coforge LtdTechnologyEquity5.83%
RBL Bank LtdFinancialEquity4.03%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity4.01%
Entero Healthcare Solutions Ltd.HealthcareEquity3.42%
ABB India LtdIndustrialsEquity3.31%
Interglobe Aviation LtdIndustrialsEquity3.29%
UNO Minda LtdConsumer DiscretionaryEquity3.25%
eClerx Services LtdTechnologyEquity3.17%
Global Health LtdHealthcareEquity3.14%
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity3.14%
Pine Labs Ltd.TechnologyEquity3.09%
CG Power & Industrial Solutions LtdIndustrialsEquity3.01%
Amber Enterprises India LtdConsumer DiscretionaryEquity2.96%
Le Travenues Technology Ltd.Consumer DiscretionaryEquity2.90%
PNB Housing Finance LtdFinancialEquity2.89%
Ola Electric Mobility Ltd.Consumer DiscretionaryEquity2.87%
Max Healthcare Institute LtdHealthcareEquity2.86%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity2.76%
Eris Lifesciences LtdHealthcareEquity2.68%
PG Electroplast LtdIndustrialsEquity2.58%
DHFL VYSYA HOUSING FINANCE LIMITED EQFinancialEquity2.54%
JM Financial LtdFinancialEquity2.51%
Fractal Analytics Ltd.TechnologyEquity2.43%
Aditya Vision LtdConsumer DiscretionaryEquity2.36%
Clean Science And Technology LtdMaterialsEquity2.31%
TD Power Systems LtdIndustrialsEquity2.30%
Chalet Hotels LtdConsumer DiscretionaryEquity2.29%
Tanfac Industries LtdMaterialsEquity2.26%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity1.80%
Dhoot Transmission LtdConsumer DiscretionaryEquity1.71%
Laser Power & Infra Ltd.IndustrialsEquity1.60%
Solar Industries India LtdMaterialsEquity0.94%
Lumino Industries Ltd.IndustrialsEquity0.63%
Net PayablesUnspecifiedNet Payables-0.37%
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+7.8%+32.1%+13.9%+51.8%
Category average (Equity Thematic)+7.6%+21.3%+8.6%+63.5%
Rank (Equity Thematic)614--

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 ₹1,64,210 Cr and the Latest NAV as of 18 Sep 2026 is ₹15.18. 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₹1,64,209.61 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,