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Benchmark Investments

Motilal Oswal Special Opportunities Fund-Reg(G)

very highequity
12.00 -0.16(-1.35%) NAV as on 22 Oct 2026
-5.45 % 1 M
9.88 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

3.05

As on 30 Sep, 2026
Age :

1 yrs 2 m

Since 14 08 ,2025
Exit Load :

1%

AUM :

108.37 Crs

Portfolio Price To Book Value :

10.17

Investing Style :

Mid Growth

Min. Investment :

SIP 500 & Lumpsum 500

Category :

thematic fund

Fund Manager :

Ajay Khandelwal,Ankit Agarwal,Varun Sharma

Launch Date :

14-Aug-25

Scheme Benchmark :

NA

FUND OBJECTIVE

To achieve long term capital appreciation by investing in opportunities presented by special ituations 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.However, there can be no assurance that the investment objective of the scheme will be realized

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Sep 30 ,2026
Others 8.98 %
Equity 91.02 %

TOP HOLDINGS

Diamond Power Infrastructure L...7.51 %
Lumino Industries Ltd.5.75 %
Aditya Infotech Ltd.5.68 %
Samvardhana Motherson Internat...5.39 %
Lohia Corp Ltd.5.37 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Cable11.83
Electric Equipment11.48
Trading8.12
Plastic Products5.42
Auto Ancillary5.39
See All Sectors

5-YEARS HISTORY

Financial Year2025-2026
NAV in Rs (as on 31-Mar-2026)9.38
Net Assets(Rs Crores) (as on 31-Mar-2026) 60.10
Scheme Returns(%)(Absolute)-6.20
B'mark Returns(%)(Absolute)NA
Category Rank103/133

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2026-202723.917.74NANA
2025-2026NANA5.24-12.28

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Special Opportunities Fund-Reg(G)Very HighEquity12.00-0.16(-1.35%)NAV As on 22 Oct, 202614-Aug-2025Inception Date108.37AUM In Cr.9.88%1YNA%3YNA%5Y16.61%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity245.66-4.40(-1.76%)NAV As on 22 Oct, 202621-Feb-2000Inception Date9,577.36AUM In Cr.-6.26%1Y15.87%3Y14.12%5Y12.75%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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