Motilal Oswal Special Opportunities Fund - Direct Plan - Growth
Mutual Fund · Equity Scheme - Sectoral/ Thematic · As of 18 Oct 2026, 8:26 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
65/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 1.2 years of history — too short to judge through a full cycle
Investment Checklist
3 / 3 checks passed
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹12.55
As of
16 Oct 2026
Fund History Available
1.2 yrs
1Y Return (CAGR)
15.0%
Strong
Annualized Volatility
17.9%
Moderate
Sharpe Ratio (est.)
0.51
Moderate
Max Drawdown
-15.2%
Notable drop seen
Category
Equity Scheme - Sectoral/ Thematic
Fund House
Motilal Oswal Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,73,360
Estimated Gain
₹2,73,360
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
