Motilal Oswal Special Opportunities Fund
The fund is hunting for early-stage growth opportunities across unconventional sectors, with heavy concentration in financial services and emerging businesses like EV infrastructure and specialty pharma. The recent portfolio churn—exiting largecap defensives like SBI and Bharat Electronics while adding smaller, higher-growth names—signals the manager is rotating conviction toward businesses with explosive upside potential rather than stability. This concentrated, opportunistic stance suits investors comfortable with volatility in exchange for outsized returns.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Regular Growth | ₹11.2229 | +8.26% | +7.02% | +2.56% | — | — | — |
| Regular IDCW | ₹11.2229 | — | — | — | — | — | — |
Portfolio Metrics(latest month)
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| TRP_040526 | 1.15% |
| Aditya Infotech Limited | 5.48% |
| Onesource Specialty Pharma Limited | 5.81% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Muthoot Finance Ltd INE414G01012 | 6.69% |
| 2 | Billionbrains Garage Ventures Ltd INE0HOQ01053 | 5.82% |
| 3 | Onesource Specialty Pharma Limited INE013P01021 | 5.81% |
| 4 | Ather Energy Limited INE0LEZ01016 | 5.63% |
| 5 | Aditya Infotech Limited INE819V01029 | 5.48% |
| 6 | Shriram Finance Limited INE721A01047 | 5.23% |
| 7 | Aditya Birla Capital Limited INE674K01013 | 5.10% |
| 8 | Samvardhana Motherson International Ltd INE775A01035 | 4.77% |
| 9 | Jain Resource Recycling Limited INE0YD401026 | 4.76% |
| 10 | ICICI Prudential Asset Management Company Limited INE346A01027 | 4.73% |
| 11 | Waaree Energies Limited INE377N01017 | 4.51% |
| 12 | Shaily Engineering Plastics Limited INE151G01028 | 4.29% |
| 13 | Shadowfax Technologies Limited INE12UN01015 | 3.83% |
| 14 | Multi Commodity Exchange of India Ltd INE745G01043 | 3.80% |
| 15 | Zen Technologies Limited INE251B01027 | 3.55% |
| 16 | Schaeffler India Limited INE513A01022 | 3.47% |
| 17 | Gabriel India Limited INE524A01029 | 3.01% |
| 18 | V2 Retail Ltd INE945H01021 | 2.97% |
| 19 | ZF Comm Vehicle Control Systems India Ltd INE342J01019 | 2.90% |
| 20 | Bosch Ltd INE323A01026 | 2.89% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.