Wednesday, July 23, 2025: 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).
Commenting on the launch of the fund, Prateek Agrawal, Managing Director (‘MD’) and Chief Executive Officer (‘CEO’) at Motilal Oswal Asset Management Company Ltd (‘MOAMC), said, “The Motilal Oswal Special Opportunities Fund is intended for investors seeking to benefit from evolving market dynamics driven by special situations such as policy reforms, corporate actions, and structural shifts across sectors.
Leveraging our research-led QGLP investment framework, the fund seeks to build a focused portfolio of companies navigating such transitions, with an emphasis on long-term capital appreciation.”
Ajay Khandelwal, Fund Manager at MOAMC, added, “Manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat.
We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases.
This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms. As growth-oriented managers, our aim is to align with India’s evolving economic landscape and seek long term capital appreciation.”
Source: AMFI, MOAMC, MOI
The above Product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
Scheme-specific risk factors are detailed in the Scheme Information Document (SID) of the fund available at: https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/ea42e-1.-nfo-sid-motilal-oswal-special-opportunites-fund-final.pdf?_gl=1*1lf01m6*_up*MQ..*_gs*MQ
About Motilal Oswal Asset Management Company:
Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008.
It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business.
Disclaimer: This release has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact.
The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party.
All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information.
The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements.
This is a thematic scheme investing predominantly in special situation opportunities. Being thematic, it may have limited flexibility to diversify across sectors or themes, resulting in higher concentration risk.
The Scheme is subject to various risks including market risk, business risk, liquidity risk, credit risk, interest rate risk, derivatives risk, and risks related to investments in REITs, InvITs, and debt instruments with special features.
Investors should assess suitability and consult their financial advisor before investing. Readers shall be fully responsible/liable for any decision taken on the basis of this article.
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
