Motilal Oswal Special Opportunities Fund
Stocks held by month, last 12 months collected. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| KALYANKJIL | New | — | 97,654 | +97,654 | ₹5.9 cr |
| LCL | New | — | 1.04 lakh | +1.04 lakh | ₹5.8 cr |
| PIRAMALFIN | New | — | 23,698 | +23,698 | ₹5.5 cr |
| LUMINO | New | — | 6.08 lakh | +6.08 lakh | ₹5.0 cr |
| PAYTM | New | — | 19,283 | +19,283 | ₹3.3 cr |
| MOTHERSON | Added | 2.60 lakh | 3.58 lakh | +97,809 | ₹6.1 cr |
| MCX | Added | 8,915 | 11,687 | +2,772 | ₹4.0 cr |
| ABB | Added | 3,321 | 4,483 | +1,162 | ₹3.4 cr |
| ADANIENT | Exited | 13,874 | — | −13,874 | ₹4.2 cr |
| SHRIRAMFIN | Exited | 38,942 | — | −38,942 | ₹4.1 cr |
| ABCAPITAL | Exited | 1.00 lakh | — | −1.00 lakh | ₹4.0 cr |
| ICICIAMC | Exited | 10,000 | — | −10,000 | ₹3.1 cr |
| PREMIERENE | Exited | 21,464 | — | −21,464 | ₹2.2 cr |
| APOLLOHOSP | Exited | 2,402 | — | −2,402 | ₹2.2 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| DIACABS Diamond Power Infrastructure Limited | Capital Goods | 2.30 lakh | ₹8.0 cr | 8.66% |
| MOTHERSON Samvardhana Motherson International Limited | Automobile and Auto Components | 3.58 lakh | ₹6.1 cr | 6.63% |
| KALYANKJIL Kalyan Jewellers India Limited | Consumer Durables | 97,654 | ₹5.9 cr | 6.37% |
| LCL Lohia Corp Limited | Capital Goods | 1.04 lakh | ₹5.8 cr | 6.25% |
| CPPLUS Aditya Infotech Limited | Capital Goods | 16,000 | ₹5.7 cr | 6.19% |
| PIRAMALFIN Piramal Finance Limited | Financial Services | 23,698 | ₹5.5 cr | 5.92% |
| LUMINO Lumino Industries Limited | Capital Goods | 6.08 lakh | ₹5.0 cr | 5.41% |
| SHADOWFAX Shadowfax Technologies Limited | Services | 1.61 lakh | ₹4.2 cr | 4.52% |
| MCX Multi Commodity Exchange of India Limited | Financial Services | 11,687 | ₹4.0 cr | 4.31% |
| SHAILY Shaily Engineering Plastics Limited | Consumer Durables | 11,800 | ₹3.9 cr | 4.19% |
| STLTECH Sterlite Technologies Limited | Telecommunication | 51,400 | ₹3.7 cr | 4.06% |
| SOLARINDS Solar Industries India Limited | Chemicals | 1,800 | ₹3.6 cr | 3.93% |
| ONESOURCE Onesource Specialty Pharma Limited | Healthcare | 23,327 | ₹3.5 cr | 3.85% |
| ABB ABB India Limited | Capital Goods | 4,483 | ₹3.4 cr | 3.72% |
| PAYTM One 97 Communications Limited | Financial Services | 19,283 | ₹3.3 cr | 3.59% |
| CEMPRO Cemindia Projects Limited | Construction | 23,553 | ₹2.9 cr | 3.13% |
| INDIGO InterGlobe Aviation Limited | Services | 5,068 | ₹2.7 cr | 2.88% |
| ZENTEC Zen Technologies Limited | Capital Goods | 14,796 | ₹2.6 cr | 2.86% |
| OLAELEC Ola Electric Mobility Limited | Automobile and Auto Components | 6.34 lakh | ₹2.6 cr | 2.83% |
| V2RETAIL V2 Retail Limited | Consumer Services | 1.04 lakh | ₹2.3 cr | 2.52% |
| GRWRHITECH Garware Hi-Tech Films Limited | Capital Goods | 3,222 | ₹2.3 cr | 2.50% |
| JAINREC Jain Resource Recycling Limited | Metals & Mining | 72,000 | ₹2.0 cr | 2.16% |
| DATAPATTNS Data Patterns (India) Limited | Capital Goods | 3,930 | ₹1.8 cr | 1.93% |
Equity rows as disclosed, Aug 2026. Source: Motilal Oswal Mutual Fund monthly portfolio.
- Capital Goods38.1%
- Financial Services14.0%
- Consumer Durables10.7%
- Automobile and Auto Components9.6%
- Services7.5%
- Telecommunication4.1%
- Chemicals4.0%
- Healthcare3.9%
- Construction3.2%
- Consumer Services2.6%
- Metals & Mining2.2%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
- Small Cap50.2%
- Mid Cap20.5%
- Large Cap17.4%
- Not in AMFI's list11.8%
AMFI's list of Jun 2026. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| 1 year | +22.33 % in total | 25 Sep 2025 · NAV ₹10.3421 | 25 Sep 2026 · NAV ₹12.6511 |
| Since first NAV | +21.58 % a year, compounded | 21 Aug 2025 · NAV ₹10.2128 | 25 Sep 2026 · NAV ₹12.6511 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 153749).