Motilal Oswal Innovation Opportunities Fund - Growth - Regular Plan

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  • Net Change on 17-04-2025

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 13.17 21.96 32.77 1.63 25,696.42
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.73 20.81 30.28 1.86 6,161.56
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 13.16 27.12 31.75 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.52 11.19 21.09 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -3.61 26.77 31.39 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • Bajaj Finance Limited

  • Net Receivables / (Payables)

  • InterGlobe Aviation Limited

  • Hitachi Energy India Limited

  • Bharti Airtel Limited

  • Global Health Limited

  • Collateralized Borrowing & Lending Obligation

  • Prestige Estates Projects Limited

  • Kotak Mahindra Bank Limited

  • Coforge Limited

  • CG Power and Industrial Solutions Limited

  • KFin Technologies Limited

  • Chalet Hotels Limited

  • CreditAccess Grameen Limited

  • Polycab India Limited

  • Mahindra & Mahindra Limited

  • Amber Enterprises India Limited

  • UNO Minda Limited

  • ICICI Prudential Life Insurance Company Limited

  • Bharat Electronics Limited

  • Angel One Limited

  • Kaynes Technology India Limited

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  • Miscellaneous

  • Finance - NBFC

  • Electric Equipment

  • Airlines

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Bank - Private

  • IT - Software

  • Depository Services

  • Hotel, Resort & Restaurants

  • Cable

  • Automobiles - Passenger Cars

  • Air Conditioners

  • Auto Ancillary

  • Insurance

  • Defence

  • Finance - Stock Broking

  • Electronics - Components

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Fund Manager

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  • Equity

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About Motilal Oswal Innovation Opportunities Fund

Scheme Analysis

Motilal Oswal Innovation Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 18-Feb-2025 and currently has an AUM of ₹142.40 crore. Motilal Oswal Innovation Opportunities Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Innovation Opportunities Fund ended up ₹0.16(1.5%)yesterday to ₹10.7763.

Among its top 3 holdings the fund has exposure to Bajaj Finance Limited, and

The Motilal Oswal Innovation Opportunities Fund is managed by Varun Sharma and Niket Shah.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161