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Motilal Oswal Special Opportunities Fund Direct Growth
NAV: 01 Apr '26
₹9.64
Min. for SIP
₹500
Fund size (AUM)
₹65.87 Cr
Expense ratio
2.43%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,260 | -4.93% | |
| 6 months | ₹30,000 | ₹27,638 | -7.87% |
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 | -7.7% | -9.3% | -5.2% | -3.5% |
| Category average (Equity Thematic) | -- | -- | -- | -- |
| Rank (Equity Thematic) | -- | 15 | 21 | -- |
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
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.
Check past data
Fund management
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
RSRakesh ShettyJul 2025 - PresentView details
RS
Rakesh Shetty
Jul 2025 - Present
View details
AMAtul MehraJul 2025 - PresentView details
AM
Atul Mehra
Jul 2025 - Present
View details
BSBhalchandra ShindeJul 2025 - PresentView details
BS
Bhalchandra Shinde
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. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Special Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 01 Apr 2026 is ₹9.64.
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₹1,35,166.52 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,