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 | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Regular Growth | ₹11.2544 | +7.54% | — | — | — |
| Regular IDCW | ₹11.2544 | — | — | — | — |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
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.
Frequently Asked Questions
How many stocks does Motilal Oswal Special Opportunities Fund hold?
Motilal Oswal Special Opportunities Fund holds 25 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 29.43% of NAV.
What is the largest holding in Motilal Oswal Special Opportunities Fund?
The largest position in Motilal Oswal Special Opportunities Fund is Muthoot Finance Ltd, accounting for 6.69% of NAV.
Is Motilal Oswal Special Opportunities Fund a concentrated or diversified fund?
With a Gini coefficient of 0.213, Motilal Oswal Special Opportunities Fund is well-diversified. The HHI concentration index is 44,099 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 29.43% of the portfolio.
What is the market cap allocation of Motilal Oswal Special Opportunities Fund?
Based on SEBI's AMFI classification, Motilal Oswal Special Opportunities Fund's equity portfolio is split as: Large Cap: 26.94%, Mid Cap: 18.90%, Small Cap: 37.78%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Motilal Oswal Special Opportunities Fund invest in most?
Motilal Oswal Special Opportunities Fund has the highest allocation to Pharmaceuticals & Biotechnology (5.82%), Minerals & Mining (5.63%), Capital Markets (5.48%). The fund is invested across 12 sectors in total.
How actively managed is Motilal Oswal Special Opportunities Fund compared to other Sectoral / Thematic funds?
Motilal Oswal Special Opportunities Fund has an Active Share of 92.58%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in Motilal Oswal Special Opportunities Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Motilal Oswal Special Opportunities Fund added 3 new stocks (including TRP_040526) and exited 5 stocks (including KEI Industries Limited). Total holding count decreased from 28 to 26 stocks.