How to Invest in Motilal Oswal Special Opportunities Fund Direct Growth?

You can easily invest in Motilal Oswal Special Opportunities Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Motilal Oswal Special Opportunities Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Motilal Oswal Special Opportunities Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Motilal Oswal Special Opportunities Fund Direct Growth provide?

The Motilal Oswal Special Opportunities Fund Direct Growth has been there from 14 Aug 2025 and the average annual returns provided by this fund is NA% since its inception.

How much expense ratio is charged by Motilal Oswal Special Opportunities Fund Direct Growth?

The term Expense Ratio used for Motilal Oswal Special Opportunities Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Motilal Oswal Special Opportunities Fund Direct Growth is 2.57% as of 13 Sep 2025...

What is the AUM of Motilal Oswal Special Opportunities Fund Direct Growth?

The AUM, short for Assets Under Management of Motilal Oswal Special Opportunities Fund Direct Growth is ₹43.66Cr as of 13 Sep 2025.

How to Redeem Motilal Oswal Special Opportunities Fund Direct Growth?

If you want to sell your Motilal Oswal Special Opportunities Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Motilal Oswal Special Opportunities Fund Direct Growth?

The PE ratio ratio of Motilal Oswal Special Opportunities Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Motilal Oswal Special Opportunities Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Motilal Oswal Special Opportunities Fund Direct Growth
Equity
Thematic
Very High Risk
All
 NAV: 12 Sep 2025
₹10.42
Rating
NA
Min. SIP amount
₹500
Fund size
₹43.66Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (21)NameSectorInstrumentAssets
Waaree Energies Ltd.
EnergyEquity4.36%
Jindal Stainless Ltd.
Metals & MiningEquity4.33%
Gabriel India Ltd.
AutomobileEquity4.33%
One97 Communications Ltd.
ServicesEquity4.31%
Siemens Energy India Ltd.
EnergyEquity4.25%
CG Power and Industrial Solutions Ltd.
Capital GoodsEquity4.25%
Dixon Technologies (India) Ltd.
Capital GoodsEquity4.21%
Muthoot Finance Ltd.
FinancialEquity4.17%
Eternal Ltd.
ServicesEquity4.13%
Samvardhana Motherson International Ltd.
AutomobileEquity4.10%
Aegis Vopak Terminals Ltd.
EnergyEquity4.10%
Aster DM Healthcare Ltd.
HealthcareEquity4.05%
Onesource Specialty Pharma Ltd.
HealthcareEquity4.03%
Schaeffler India Ltd.
Capital GoodsEquity3.99%
Whirlpool Of India Ltd.
Consumer DiscretionaryEquity3.93%
Bharat Dynamics Ltd.
Capital GoodsEquity3.85%
Glenmark Pharmaceuticals Ltd.
HealthcareEquity3.75%
Max Healthcare Institute Ltd.
HealthcareEquity3.70%
Suzlon Energy Ltd.
Capital GoodsEquity3.61%
Multi Commodity Exchange Of India Ltd.
ServicesEquity3.55%
Healthcare Global Enterprises Ltd.
HealthcareEquity1.81%
See All
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Thematic
Absolute returns
1M3M6MAll
Fund returnsNANANA2.3%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
11 Sep 2025 - Present
2.57%
10 Sep 2025 - 11 Sep 2025
2.57%
09 Sep 2025 - 10 Sep 2025
2.57%
08 Sep 2025 - 09 Sep 2025
2.57%
07 Sep 2025 - 08 Sep 2025
2.57%
05 Sep 2025 - 07 Sep 2025
2.57%
04 Sep 2025 - 05 Sep 2025
2.57%
03 Sep 2025 - 04 Sep 2025
2.57%
02 Sep 2025 - 03 Sep 2025
2.57%
01 Sep 2025 - 02 Sep 2025
2.57%
31 Aug 2025 - 01 Sep 2025
2.57%
29 Aug 2025 - 31 Aug 2025
2.57%
28 Aug 2025 - 29 Aug 2025
2.57%
27 Aug 2025 - 28 Aug 2025
2.57%
26 Aug 2025 - 27 Aug 2025
2.57%
25 Aug 2025 - 26 Aug 2025
2.57%
24 Aug 2025 - 25 Aug 2025
2.57%
Expense ratio, exit load and taxExpense ratio: 2.57%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 3 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund managementAjay Khandelwal
Jul 2025 - Present
View details
Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Also manages these schemes
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Large Cap Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Quant Fund Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Infrastructure Fund Direct Growth
Motilal Oswal Services Fund Direct Growth
Motilal Oswal Special Opportunities Fund Direct Growth
Rakesh Shetty
Jul 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
Motilal Oswal Ultra Short Term Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Liquid Fund Direct Growth
Motilal Oswal Nifty Bank Index Fund Direct Growth
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Motilal Oswal Nifty 500 Index Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Nifty 50 Index Fund Direct Growth
Motilal Oswal Nifty Next 50 Index Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal 5 Year G Sec FoF Direct Growth
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
Motilal Oswal BSE Low Volatility Index Fund Direct Growth
Motilal Oswal BSE Financials ex Bank 30 Index Fund Direct Growth
Motilal Oswal BSE Enhanced Value Index Fund Direct Growth
Motilal Oswal BSE Quality Index Fund Direct Growth
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth
Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Large Cap Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Quant Fund Direct Growth
Motilal Oswal Nifty India Defence Index Fund Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth
Motilal Oswal Nifty Capital Market Index Fund Direct Growth
Motilal Oswal Arbitrage Fund Direct Growth
Motilal Oswal Infrastructure Fund Direct Growth
Motilal Oswal Services Fund Direct Growth
Motilal Oswal BSE 1000 Index Fund Direct Growth
Motilal Oswal Special Opportunities Fund Direct Growth
Atul Mehra
Jul 2025 - Present
View details
Education
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Also manages these schemes
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal ELSS Tax Saver Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Large Cap Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth
Motilal Oswal Arbitrage Fund Direct Growth
Motilal Oswal Innovation Opportunities Fund Direct Growth
Motilal Oswal Infrastructure Fund Direct Growth
Motilal Oswal Services Fund Direct Growth
Motilal Oswal Special Opportunities Fund Direct Growth
Sunil Sawant
Jul 2025 - Present
View details
Education
Mr. Sawant has done M.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking
Also manages these schemes
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FoF Direct Growth
Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Large Cap Fund Direct Growth
Motilal Oswal Multi Cap Fund Direct Growth
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Digital India Fund Direct Growth
Motilal Oswal Infrastructure Fund Direct Growth
Motilal Oswal Services Fund Direct Growth
Motilal Oswal Special Opportunities Fund Direct Growth
Bhalchandra Shinde
Jul 2025 - Present
View details
Education
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience
Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Also manages these schemes
Motilal Oswal Manufacturing Fund Direct Growth
Motilal Oswal Active Momentum Fund Direct Growth
Motilal Oswal Infrastructure Fund Direct Growth
Motilal Oswal Services Fund Direct Growth
Motilal Oswal Special Opportunities Fund Direct Growth
Fund house & investment objective
Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM₹1,17,828.87Cr
Date of Incorporation29 Dec 2009
    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.     Ajay Khandelwal is the Current Fund Manager of Motilal Oswal Special Opportunities Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹1,17,829 Cr and     the Latest NAV as of 12 Sep 2025 is ₹10.42.  

    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.
  ;
Investment ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Website
www.motilaloswalmf.com
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Motilal Oswal Special Opportunities Fund Direct Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Waaree Energies Ltd.	Energy	Equity	4.36%
Jindal Stainless Ltd.	Metals & Mining	Equity	4.33%
Gabriel India Ltd.	Automobile	Equity	4.33%
One97 Communications Ltd.	Services	Equity	4.31%
Siemens Energy India Ltd.	Energy	Equity	4.25%
CG Power and Industrial Solutions Ltd.	Capital Goods	Equity	4.25%
Dixon Technologies (India) Ltd.	Capital Goods	Equity	4.21%
Muthoot Finance Ltd.	Financial	Equity	4.17%
Eternal Ltd.	Services	Equity	4.13%
Samvardhana Motherson International Ltd.	Automobile	Equity	4.10%
Aegis Vopak Terminals Ltd.	Energy	Equity	4.10%
Aster DM Healthcare Ltd.	Healthcare	Equity	4.05%
Onesource Specialty Pharma Ltd.	Healthcare	Equity	4.03%
Schaeffler India Ltd.	Capital Goods	Equity	3.99%
Whirlpool Of India Ltd.	Consumer Discretionary	Equity	3.93%
Bharat Dynamics Ltd.	Capital Goods	Equity	3.85%
Glenmark Pharmaceuticals Ltd.	Healthcare	Equity	3.75%
Max Healthcare Institute Ltd.	Healthcare	Equity	3.70%
Suzlon Energy Ltd.	Capital Goods	Equity	3.61%
Multi Commodity Exchange Of India Ltd.	Services	Equity	3.55%
Healthcare Global Enterprises Ltd.	Healthcare	Equity	1.81%

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

	1M	3M	6M	All
Fund returns	NA	NA	NA	2.3%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Motilal Oswal Special Opportunities Fund Direct Growth

Return calculator

Holdings (21)

Minimum investment amounts

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.57%

Exit load

Stamp duty

Tax implication

Fund management

Ajay KhandelwalJul 2025 - PresentView details

Rakesh ShettyJul 2025 - PresentView details

Atul MehraJul 2025 - PresentView details

Sunil SawantJul 2025 - PresentView details

Bhalchandra ShindeJul 2025 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ajay Khandelwal
Jul 2025 - Present
View details

Rakesh Shetty
Jul 2025 - Present
View details

Atul Mehra
Jul 2025 - Present
View details

Sunil Sawant
Jul 2025 - Present
View details

Bhalchandra Shinde
Jul 2025 - Present
View details