Motilal Oswal Innovation Opportunities Fund Direct...
NAV as of May 09, 2025
10.89-0.59%
(Earn upto 1.17% Extra Returns with Direct Plan)
Fund Category:
Equity: Thematic
Expense Ratio:
1.31%(0.71% Category
average)Fund Size:
Rs. 158.61 Cr(0.08% of Investment in Category)
- ADD TO PORTFOLIO
Motilal Oswal Innovation Opportunities Fund Direct-IDCW
NAV as of May 09, 2025
10.89-0.59%
Expense Ratio:
1.31%
Fund Size:
Rs. 158.61 Cr
Fund Category:
Equity: Thematic
Motilal Oswal Innovation Opportunities Fund Direct-IDCW Fund Key Highlights
Fund Key Highlights not available for this fund
Motilal Oswal Innovation Opportunities Fund Direct-IDCW Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns 7.09 - - - - - Category Avg 7.06 -1.65 -6.84 3.52 19.23 26.20 Rank within Category 43 - - - - - No. of funds within Category 135 125 106 73 37 19 - Loading...
- Loading...
Return Comparison
- This Fund
- BenchmarkS&P BSE Sensex
Choose from Benchmarks
- Nifty 50
- 1M
- 3M
- 6M
- 1Y
- 5Y
Motilal Oswal Innovation Opportunities Fund Direct-IDCW Fund Details
Investment Objective - The scheme seeks 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 House | Motilal Oswal Mutual Fund |
| Launch Date | Feb 18, 2025 |
| Benchmark | |
| Return Since Launch | 8.89% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | - |
| Return Grade | - |
Motilal Oswal Innovation Opportunities Fund Direct-IDCW Investment Details
| Minimum Investment (Rs.) | 500.00 |
| Minimum Additional Investment (Rs.) | 500.00 |
| Minimum SIP Investment (Rs.) | 500.00 |
| Minimum Withdrawal (Rs.) | 500.00 |
| Exit Load Exit load of 1%, if redeemed within 3 months. | |
Portfolio Allocation
Asset Allocation
Asset Allocation History
Sector Allocation
Market Cap Allocation
Concentration & Valuation Analysis
| APR 2025 | MAR 2025 | FEB 2025 | |
|---|---|---|---|
| Number of Holdings | 21 | 20 | 16 |
| Top 5 Company Holdings | 31.83% | 33.03% | 9.81% |
| Top 10 Company Holdings | 56.81% | 56.1% | 17.06% |
| Company with Highest Exposure | Bajaj Finance (7.29%) | Bajaj Finance (8.41%) | Bajaj Finance (3.09%) |
| Number of Sectors | 10 | 10 | 8 |
| Top 3 Sector Holdings | 55.4% | 52.19% | 15.08% |
| Top 5 Sector Holdings | 67.47% | 64.76% | 18.95% |
| Sector with Highest Exposure | Financial (26.8%) | Financial (23.1%) | Financial (5.99%) |
Top Stock Holdings
Sector Holdings in MF
Top Stock Holdings data not available for this fund
Peer Comparison
Cumulative Returns
SIP returns
Discrete Returns
Quant Measures
Asset Allocation
Scheme Name NAV(Rs./Unit) Scheme Rating AUM(Rs. Cr) 1M 1Y 3Y 5Y Motilal Oswal Innovation Opportunities Fund Direct-IDCW 10.89 Unrated 158.61 7.09 - - - Kotak Business Cycle Fund Direct - IDCW 15.36 Unrated 2,600.33 6.94 13.75 - - Nippon India Active Momentum Fund Direct-IDCW 10.79 Unrated 150.24 6.36 - - - UTI Innovation Fund Direct - IDCW 10.65 Unrated 759.43 6.57 1.86 - - ICICI Prudential Exports and Services Fund Direct-IDCW 74.98 Unrated 1,362.00 5.69 14.46 21.56 28.38
Risk Ratios
Ratios are calculated using the calendar month returns for the last 3 years
Risk Ratio data not available for this fund
Motilal Oswal Mutual Fund News
- MF Tracker: Can this large & mid cap scheme add spunk to your portfolio in this market?
- NFO Insight: Motilal Oswal Infrastructure Fund opens. Time to add to your MF mix?
- Top 5 AMCs with highest growth in AUM in January - March quarter
- 6 mutual funds had over Rs 10,000 crore cash in their portfolios in March
Fund Manager
- V.S.Varun SharmaSince Feb 20252 schemes
- N.S.Niket ShahSince Jan 20258 schemes
- R.S.Rakesh ShettySince Jan 202514 schemes
- A.M.Atul MehraSince Jan 202510 schemes
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta. Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Motilal Oswal Active Momentum Fund Direct - IDCW Thematic 9.70 Unrated 53.12 - Motilal Oswal Digital India Fund Direct-IDCW Sectoral-Technology 8.96 Unrated 715.80 - Mr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Motilal Oswal Midcap Fund Direct-IDCW Mid Cap 47.67 27,780.18 19.29 Motilal Oswal Flexi Cap Fund Direct-IDCW Flexi Cap 33.85 12,418.46 18.92 Motilal Oswal Arbitrage Fund Direct-IDCW Arbitrage 10.28 Unrated 667.17 - Motilal Oswal Digital India Fund Direct-IDCW Sectoral-Technology 8.96 Unrated 715.80 - Motilal Oswal Business Cycle Fund Direct-IDCW Thematic 11.65 Unrated 1,745.52 - Motilal Oswal Multi Cap Fund Direct - IDCW Multi Cap 12.57 Unrated 3,464.81 - Motilal Oswal Large Cap Fund Direct - IDCW Large Cap 12.47 Unrated 2,149.70 26.49 Motilal Oswal Small Cap Fund Direct - IDCW Small Cap 12.71 Unrated 4,331.97 16.32 Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Motilal Oswal Large and Midcap Fund Direct-IDCW Large & MidCap 24.14 9,176.39 12.96 Motilal Oswal ELSS Tax Saver Fund Direct-IDCW ELSS 34.53 3,896.70 7.72 Motilal Oswal Flexi Cap Fund Direct-IDCW Flexi Cap 33.85 12,418.46 18.92 Motilal Oswal Focused Fund Direct-IDCW Flexi Cap 19.61 1,399.06 -4.83 Motilal Oswal Arbitrage Fund Direct-IDCW Arbitrage 10.28 Unrated 667.17 - Motilal Oswal Digital India Fund Direct-IDCW Sectoral-Technology 8.96 Unrated 715.80 - Motilal Oswal Business Cycle Fund Direct-IDCW Thematic 11.65 Unrated 1,745.52 - Motilal Oswal Manufacturing Fund Direct-IDCW Thematic 10.07 Unrated 713.27 - Motilal Oswal Multi Cap Fund Direct - IDCW Multi Cap 12.57 Unrated 3,464.81 - Motilal Oswal Large Cap Fund Direct - IDCW Large Cap 12.47 Unrated 2,149.70 26.49
More Motilal Oswal Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth | 23,703.68 | -7.58 | -21.99 | -15.11 | 15.12 | 29.05 | |
| Motilal Oswal Flexi Cap Fund Direct-Growth | 11,171.69 | -4.81 | -16.75 | -10.95 | 14.17 | 21.01 | |
| Motilal Oswal Large and Midcap Fund Direct - Growth | 7,624.82 | -8.23 | -22.24 | -16.49 | 9.29 | 23.33 | |
| Motilal Oswal Nasdaq 100 FOF Direct - Growth | 5,529.07 | -10.01 | -1.13 | 21.29 | 26.95 | 21.76 | |
| Motilal Oswal S&P 500 Index Fund Direct - Growth | 3,880.36 | -4.77 | -2.62 | 10.54 | 17.83 | 15.08 | |
| Motilal Oswal Small Cap Fund Direct - Growth | 3,716.36 | -7.49 | -19.41 | -11.23 | 18.44 | - | |
| Motilal Oswal ELSS Tax Saver Fund Direct-Growth | 3,405.01 | -8.97 | -24.96 | -19.75 | 6.28 | 21.63 | |
| Motilal Oswal Multi Cap Fund Direct - Growth | 3,051.14 | -3.06 | -12.94 | -2.21 | - | - | |
| Motilal Oswal Nifty India Defence Index Fund Direct-Growth | 1,970.40 | -4.24 | -18.63 | -17.36 | - | - | |
| Motilal Oswal Nifty 500 Index Fund Direct - Growth | 1,906.88 | -5.11 | -12.92 | -14.06 | -0.33 | 13.28 |
Mutual Fund Tools
Top AMCs
- SBI Mutual Fund
- ICICI Prudential Mutual Fund
- HDFC Mutual Fund
- Nippon India Mutual Fund
- Kotak Mahindra Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- UTI Mutual Fund
- Axis Mutual Fund
- Mirae Asset Mutual Fund
- DSP Mutual Fund
- Tata Mutual Fund
- Bandhan Mutual Fund
- Edelweiss Mutual Fund
- HSBC Mutual Fund
- Franklin Templeton Mutual Fund
About Fund
Data not available
This Might Catch Your Interest
Date Sources: Mutual Funds, ETFs, and NPS data are sourced from Value Research. All times stamps are reflecting IST (Indian Standard Time). By using this site, you agree to the Terms of Service and Privacy Policy.
