NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Motilal Oswal Special Opportunities Fund - Dir (G)	Motilal Oswal Active Momentum Fund - Dir (G)
Fund Type	Equity	Equity
Risk	Very High	Very High
Min SIP Amount	₹21	₹21
Min Lumpsum	₹500	₹500
Expense Ratio	2.86%	3.04%
NAV	₹12.79 (11 Nov 2026)	₹14.36 (11 Nov 2026)
Fund Size	₹120.18 Cr	₹1,473.41 Cr
Fund Started	14 Aug 2025	17 Mar 2025
Lock-in Period	No lock-in	No lock-in
Exit Load	1%If redeemed within 3 months from the day of allotment NilIf redeemed after 3 months from the date of allotment

Returns	Motilal Oswal Special Opportunities Fund - Dir (G)	Motilal Oswal Active Momentum Fund - Dir (G)
1M	0.07%	-3.95%
3M	2.96%	0.33%
6M	10.16%	8.97%
1Y	18.05%	16.91%
3Y	—	—
5Y	—	—
Since Inception	20.22%	22.90%

Trailing risk-adjusted performance measures

Risk Ratio	Motilal Oswal Special Opportunities Fund - Dir (G)	Motilal Oswal Active Momentum Fund - Dir (G)
Alpha	17.57	19.16
Beta	1.06	1.02
Sharpe	0.54	0.85
Standard Deviation	6.04	5.79

Holding Analysis	Motilal Oswal Special Opportunities Fund - Dir (G)	Motilal Oswal Active Momentum Fund - Dir (G)
Top 5 Holdings	27.01%	24.61%
Top 10 Holdings	49.05%	43.77%
Portfolio Turnover	1.66	2.53
Equity	89.35%	97.02%
Debt	5.24%	0.80%
Cash	—	—

Name	Assets
Diamond Power Infra...Equity	6.59%
Net CA & OthersNet CA & Others	5.38%
TREPSReverse Repo	5.24%
Aditya Infotech LtdEquity	5.07%
PTC Industries LtdEquity	4.73%
Samvardhana Mothers...Equity	4.66%
Zetwerk Manufacturi...Equity	4.49%
Lohia Corp LtdEquity	4.45%
Lumino Industries LtdEquity	4.39%
Kalyan Jewellers In...Equity	4.05%

Name	Assets

Fund Manager	Motilal Oswal Special Opportunities Fund - Dir (G)	Motilal Oswal Active Momentum Fund - Dir (G)
Name	, , ,

About	Motilal Oswal Special Opportunities Fund - Dir (G)	Motilal Oswal Active Momentum Fund - Dir (G)
AMC	Motilal Oswal Mutual Fund	Motilal Oswal Mutual Fund
Scheme Category	Thematic Fund	Thematic Fund
Benchmark	Nifty 500 TRI	Nifty 500 TRI
Launch Date	25 Jul 2025	24 Feb 2025