Motilal Oswal Special Opportunities Fund
Direct · Growth ₹11.67
21 Jul 2026
NAV
—
Sharpe
-15.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.09 L | 21.2% | 17.9% | 25.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.2% | 14.5% | 13.7% | +6.7% |
Not enough data to compute rolling returns.
-15.2%
Max Drawdown
4 mo
Drawdown Duration
1 mo
Recovery Time
-3.5%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.95 | 0.99 | 100.8% | 77.6% | 13.5% | -2.5% |
| 3 Years | +5.11 | 0.99 | 100.8% | 77.6% | 4.3% | -0.8% |
| 5 Years | +3.03 | 0.99 | 100.8% | 77.6% | 2.6% | -0.5% |
| 7 Years | +2.15 | 0.99 | 100.8% | 77.6% | 1.8% | -0.4% |
| 10 Years | +1.49 | 0.99 | 100.8% | 77.6% | 1.3% | -0.3% |
| 12 Years | +1.23 | 0.99 | 100.8% | 77.6% | 1.1% | -0.2% |
| 15 Years | +0.98 | 0.99 | 100.8% | 77.6% | 0.8% | -0.2% |
25
Total Holdings
47.9%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Muthoot Finance Ltd | 6.26% |
| 2 | Shriram Finance Limited | 5.65% |
| 3 | Ather Energy Limited | 5.27% |
| 4 | Waaree Energies Limited | 5.22% |
| 5 | Aditya Birla Capital Limited | 5.00% |
| 6 | ICICI Prudential Asset Management Company Limited | 4.67% |
| 7 | Billionbrains Garage Ventures Ltd | 4.29% |
| 8 | KEI Industries Limited | 4.09% |
| 9 | Schaeffler India Limited | 3.76% |
| 10 | Bharat Electronics Ltd | 3.65% |