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Motilal Oswal Special Opportunities Fund(IDCW)

Ticker: mf17617
Decent 66/100

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M
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D
DSP Nifty500 Flexicap Quality 30 Index Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a diversified portfolio and consistent growth metrics, but some risks in governance and execution should be monitored.
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D
DSP Nifty500 Flexicap Quality 30 Index Fund(IDCW Reinvest)
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The DSP Nifty500 Flexicap Quality 30 Index Fund shows decent potential with a focus on quality companies, but investors should be cautious of valuation and execution risks.
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M
Mahindra Manulife Asia Pacific REITs FOF(IDCW Payout)
Score 68/100 Decent
The stock has a decent outlook with stable growth and profitability metrics, but faces some risks and valuation concerns.
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M
Mahindra Manulife Asia Pacific REITs FOF(IDCW)
Score 66/100 Decent
The stock shows potential but faces challenges in profitability and growth consistency. Caution is advised.
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H
HSBC Aggressive Hybrid Active FOF(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but some risks need to be monitored.
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H
HSBC Aggressive Hybrid Active FOF(IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in profitability and execution risks.
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Groww Nifty India Railways PSU Index Fund(IDCW)
Score 66/100 Decent
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ICICI Pru LT Wealth Enhancement Fund(IDCW)
Score 72/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but lacks a strong competitive edge and has some governance concerns.
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U
UTI Medium Duration Fund(H-IDCW)
Score 68/100 Decent
The UTI Medium Duration Fund shows decent potential with stable growth and profitability metrics, but some execution risks need to be monitored.
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U
UTI Medium Duration Fund(M-IDCW)
Score 48/100 Decent
The UTI Medium Duration Fund shows potential but faces challenges in growth consistency and market sentiment.
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U
UTI Medium Duration Fund(A-IDCW)
Score 66/100 Decent
The UTI Medium Duration Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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U
UTI Medium Duration Fund(Q-IDCW)
Score 68/100 Decent
The UTI Medium Duration Fund shows decent potential but has several areas of concern that could impact future performance.
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U
UTI Medium Duration Fund(F-IDCW)
Score 68/100 Decent
The UTI Medium Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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S
SBI BSE PSU Bank Index Fund(IDCW Payout)
Score 66/100 Decent
The SBI BSE PSU Bank Index Fund shows moderate potential but is hindered by growth and profitability concerns. Investors should proceed with caution.
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Business Overview

Motilal Oswal Special Opportunities Fund (IDCW) is designed for investors seeking long-term capital appreciation through a diversified portfolio of equity and equity-related instruments. This fund is ideal for those looking to capitalize on growth opportunities in the Indian market, particularly in mid and small-cap segments. With a strong management team and a disciplined investment approach, this fund aims to deliver consistent returns while managing risk effectively. Investors can benefit from professional expertise and a focus on quality companies.

  • Long-term capital appreciation focus
  • Diversified portfolio in equity and equity-related instruments
  • Ideal for mid and small-cap growth opportunities
  • Managed by a seasoned investment team
  • Disciplined investment approach to risk management
  • Professional expertise for consistent returns

Investment Thesis

Motilal Oswal Special Opportunities Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors looking for long-term gains.

  • Strong promoter group with a proven track record in financial services.
  • Significant growth potential in digital services, catering to evolving market demands.
  • Attractive valuation metrics compared to industry peers, enhancing upside potential.
  • Focus on diversified investments, mitigating risks while maximizing returns.
  • Consistent performance history, instilling confidence among investors.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diverse investment portfolio
  • Experienced fund management team
  • Potential for high returns
  • Growing market demand
Risks ⚠️
  • Market volatility impact
  • Regulatory changes
  • Economic downturns
  • High competition
  • Fund performance variability

Peer Perspective

Motilal Oswal Special Opportunities Fund trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Special Opportunities Fund(IDCW) • Updated: 2025-10-01 06:42:12
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but some concerns on P/E.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Several growth catalysts identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with a solid growth trajectory, but investors should be cautious of execution risks and liquidity issues.