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Motilal Oswal Innovation Opportunities Fund(G)-Direct Plan

Motilal Oswal Innovation Opportunities Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+13.86%

1Y annualised

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Buy, Hold or Sell?

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NAV : 15 Sep 2026

₹15.02

Min. SIP amount

₹500

Fund size (AUM)

793 Cr

Expense ratio

1.02%

Launched on

18 Feb 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,58,730

Stock Allocation

Stock nameSectorAllocation
Triparty RepoCash & Cash Equivalents And Net Assets9.50%
Coforge LimitedIt5.83%
Rbl Bank LimitedBank4.03%

Fund Composition

793 Cr

Large Cap

13.41%

Mid Cap

18.04%

Small Cap

53.05%

Others

15.50%

Sector Allocation

793 Cr

It

11.43%

Domestic Equities

10.37%

Consumer Durables

9.55%

Cash & Cash Equivalents And Net Assets

9.13%

Healthcare

8.68%

Capital Goods

8.62%

Finance

7.94%

Automobile & Ancillaries

6.12%

Others

28.16%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 90D, Nil after 90D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AM

Atul Mehra

Present

VS

Varun Sharma

Present

RS

Rakesh Shetty

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
Q

Quant ESG Integration Strategy Fund(G)-Direct Plan

+16.71%
E

Edelweiss Recently Listed IPO Fund(G)-Direct Plan

+17.45%

FAQs

Motilal Oswal Innovation Opportunities Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 18 Feb 2025. This fund is managed by Atul Mehra, Varun Sharma and Rakesh Shetty. It is a Equity type of fund.

The current NAV of Motilal Oswal Innovation Opportunities Fund(G)-Direct Plan is ₹15.02 (as of 15 Sep 2026).

Motilal Oswal Innovation Opportunities Fund(G)-Direct Plan has delivered 13.86% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Innovation Opportunities Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Innovation Opportunities Fund(G)-Direct Plan is 1.02%.

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