How to check the XIRR of Motilal Oswal Special Opportunities Fund - Direct - Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Special Opportunities Fund - Direct - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Motilal Oswal Special Opportunities Fund - Direct - Growth

Q: How to check portfolio overlap for Motilal Oswal Special Opportunities Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Special Opportunities Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Mutual Fund

Expense Ratio: 2.54

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 25-07-2025

Exit Load: Nil

Fund Size:₹68.81 Cr

Performance

Fund15.11%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund19.53%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Aditya Infotech Limited	Equity	Listed	Small Cap	Industrial Manufacturing	5.99	7.71%
2	Samvardhana Motherson International Limited	Equity	Listed	Large Cap	Auto Components	4.07	5.23%
3	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	4.06	5.22%
4	Aditya Birla Capital Limited	Equity	Listed	Mid Cap	Finance	4.03	5.19%
5	Net Receivables / (Payables)	CASH	Others		Others	3.97	5.11%
6	Onesource Specialty Pharma Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	3.84	4.95%
7	Shadowfax Technologies Limited	Equity	Listed	Small Cap	Transport Services	3.65	4.70%
8	Solar Industries India Limited	Equity	Listed	Large Cap	Chemicals & Petrochemicals	3.47	4.46%
9	Shaily Engineering Plastics Limited	Equity	Listed	Small Cap	Consumer Durables	3.42	4.40%
10	ICICI Prudential Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	3.33	4.28%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	68108	+13.5%	+29.4%
SI	08 Sep, 25	70000	80182	+14.5%	+26.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.15 L.	+15.1%	+15.1%
SI	21 Aug, 25	1 L.	1.23 L.	+22.8%	+19.5%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.