Motilal
Oswal MF launches thematic Special Opportunities Fund
Motilal Oswal Mutual Fund (‘MOMF’), an equity-focused fund house, has
announced the launch of its New Fund Offer (NFO) ‘Motilal Oswal Special
Opportunities Fund’ (‘the scheme’), an open-ended equity scheme following
special situation’s theme.
Key Fund Details:
NFO Period: July 25,
2025 to August 8, 2025
(Scheme re-opens for continuous repurchase/resale on August 21, 2025)
Investment Objective:
The primary objective of the scheme is to achieve 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. However, there is no assurance that the investment objective of the
scheme will be achieved.
Benchmark: Nifty
500 Total Return Index
Portfolio Strategy:
The fund aims to capitalize on special opportunities in the market by
following MOMF’s QGLP framework—investing in Quality businesses with
high Growth potential, Longevity, and at a reasonable Price.
It will adopt a focused, high-conviction, active portfolio management approach.
The fund seeks to benefit from company specific (events/ developments),
sectoral, or macroeconomic events such as corporate actions, regulatory or
policy changes, mergers and acquisitions, or temporary disruptions. The fund is
suitable for investors seeking to invest predominantly in equities and equity related
instruments following a special situations theme and aiming for Capital
appreciation over long term.
The Fund
will be managed by Mr. Ajay Khandelwal (Fund Manager – Equity component),
Mr. Atul Mehra (Fund Manager – Equity component), Mr. Bhalchandra Shinde
(Associate Fund Manager – Equity Component), Mr. Rakesh Shetty (Fund
Manager - Debt Component), and Mr. Sunil Sawant (Fund Manager - Overseas
Securities).
For more details and investment..!
Mr. K P Venkatarama
Krishnan,
Founder, Viruksham
Finmart Private Ltd
Chennai
E - Mail:
kpvenkat02@gmail.com
Cell Number: 98410
34997
Read articles written by Mr. K P Venkatarama Krishnan in
Nanayam Vikatan, a leading personal finance magazine.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related
documents carefully. The past performance of the mutual funds is not
necessarily indicative of future performance of the schemes.
