Products
Platform
Research
Market
Learn
Compare Motilal Oswal Special Opportunities Fund vs Nippon India Quant Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.66 | 0.96 |
NAV | ₹10.45 | ₹71.89 |
Fund Started | 25 Jul 2025 | 29 Jan 2005 |
Fund Size | ₹54.35 Cr | ₹103.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months. | Exit load of 0.25% if redeemed within 1 month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.66
0.96
NAV
₹10.45
₹71.89
Fund Started
25 Jul 2025
29 Jan 2005
Fund Size
₹54.35 Cr
₹103.00 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months.
Exit load of 0.25% if redeemed within 1 month
Returns
1 Year | - | 0.18% |
3 Year | - | 20.63% |
5 Year | - | 21.94% |
1 Year
-
0.18%
3 Year
-
20.63%
5 Year
-
21.94%
Holding Analysis
Equity | 82.79% | 99.08% |
Cash | 17.21% | 0.92% |
Equity
82.79%
99.08%
Cash
17.21%
0.92%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Waaree Energies Ltd. | 4.36% |
Jindal Stainless Ltd. | 4.33% |
Gabriel India Ltd. | 4.33% |
One97 Communications Ltd. | 4.31% |
Siemens Energy India Ltd. | 4.25% |
CG Power and Industrial Solutions Ltd. | 4.25% |
Dixon Technologies (India) Ltd. | 4.21% |
Muthoot Finance Ltd. | 4.17% |
Eternal Ltd. | 4.13% |
Samvardhana Motherson International Ltd. | 4.10% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.26% |
HDFC Bank Ltd. | 7.72% |
Reliance Industries Ltd. | 5.78% |
Larsen & Toubro Ltd. | 4.87% |
State Bank of India | 4.26% |
Bharti Airtel Ltd. | 4.16% |
Infosys Ltd. | 3.83% |
Mahindra & Mahindra Ltd. | 3.53% |
Bharat Electronics Ltd. | 3.52% |
HDFC Asset Management Company Ltd. | 3.01% |
Fund Manager
Name | Ajay Khandelwal | Akshay Sharma |
Start Date | 25 Jul 2025 | 01 Dec 2022 |
Name
Ajay Khandelwal
Akshay Sharma
Start Date
25 Jul 2025
01 Dec 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing in opportunities presented by special situations 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. | The Scheme seeks to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model. |
Launch Date | 25 Jul 2025 | 29 Jan 2005 |
Description
The scheme seeks to generate long term capital appreciation by investing in opportunities presented by special situations 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.
The Scheme seeks to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
25 Jul 2025
29 Jan 2005