| Launch date | 25 Jul 2025 |
| Allotment date | 14 Aug 2025 |
| End date | 08 Aug 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 2.54%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 3 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns 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.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Swapnil P MayekarNov 2025 - PresentView details
Ajay KhandelwalJul 2025 - PresentView details
Rakesh ShettyJul 2025 - PresentView details
Atul MehraJul 2025 - PresentView details
Bhalchandra ShindeJul 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,38,060.00Cr |
| Date of Incorporation | 29 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 ₹1,38,060 Cr and the Latest NAV as of 18 Dec 2025 is ₹10.39. 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 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 benchmark | NIFTY 500 Total Return Index |
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