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Motilal Oswal Special Opportunities Fund Direct Growth
NAV: 15 May '26
₹11.29
Min. for SIP
₹500
Fund size (AUM)
₹69.74 Cr
Expense ratio
2.36%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹16,028 | +6.85% | |
| 6 months | ₹30,000 | ₹32,213 | +7.38% |
Holdings (24)
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Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +12.6% | +10.0% | +7.2% | +14.0% |
| Category average (Equity Thematic) | -- | -- | -- | -- |
| Rank (Equity Thematic) | -- | 11 | 14 | -- |
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
RSRakesh ShettyJul 2025 - PresentView details
RS
Rakesh Shetty
Jul 2025 - Present
View details
SPMSwapnil P MayekarNov 2025 - PresentView details
SPM
Swapnil P Mayekar
Nov 2025 - Present
View details
AKAjay KhandelwalJul 2025 - PresentView details
AK
Ajay Khandelwal
Jul 2025 - Present
View details
BSBhalchandra ShindeJul 2025 - PresentView details
BS
Bhalchandra Shinde
Jul 2025 - Present
View details
AMAtul MehraJul 2025 - PresentView details
AM
Atul Mehra
Jul 2025 - Present
View details
About Motilal Oswal Special Opportunities Fund Direct Growth
Motilal Oswal Special 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. Rakesh Shetty is the Current Fund Manager of Motilal Oswal Special Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,43,825 Cr and the Latest NAV as of 15 May 2026 is ₹11.29.
The Motilal Oswal Special 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.
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Investment Objective
The scheme seeks to generate 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.;
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,43,824.90 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,