#MotilalOswalMF #SpecialOpportunitiesFund #NFO #EquityInvesting #MutualFunds #ThematicFunds #QGLP #WealthCreation #StockMarkets #LongTermInvesting #CorporateRestructuring #IndiaGrowthStory #IPOInvesting #FinancialPlanning
Chandigarh: Motilal Oswal Mutual Fund (MO MF) has announced the launch of its latest thematic equity offering – the Motilal Oswal Special Opportunities Fund. The New Fund Offer (NFO) will open for subscription on July 25 and close on August 8, 2025. Following the NFO, the scheme will reopen for continuous sale and repurchase from August 21, 2025.
The fund aims to capitalize on companies and sectors undergoing special situations, such as corporate restructuring, mergers and acquisitions (M&As), policy shifts, market disruptions, or unique challenges that could unlock long-term growth potential. Through this strategy, Motilal Oswal seeks to generate sustainable capital appreciation for investors looking to benefit from evolving market dynamics.
Investment Strategy and Framework
The Motilal Oswal Special Opportunities Fund will be benchmarked against the Nifty 500 Total Return Index (TRI). The scheme is positioned as an open-ended thematic equity fund, which will maintain a focused and high-conviction portfolio built on the company’s time-tested QGLP framework – Quality, Growth, Longevity, and Price.
The QGLP philosophy, pioneered by Motilal Oswal AMC, emphasizes:
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Quality – Investing in companies with strong governance, sound business models, and consistent performance.
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Growth – Targeting sectors and companies that demonstrate sustainable earnings growth.
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Longevity – Preferring businesses with durable competitive advantages and long-term prospects.
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Price – Ensuring attractive valuations to optimize returns.
This unique approach combines bottom-up stock selection with top-down sectoral analysis, allowing the fund to identify emerging themes that are poised to benefit from structural reforms, policy initiatives, and global opportunities.
Sectoral Focus
Motilal Oswal believes that India’s structural economic reforms, resurgence in manufacturing, and growing export base are creating special investment opportunities across multiple industries. Sectors likely to be on the fund’s radar include:
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Chemicals – Benefiting from China+1 strategies and global supply chain diversification.
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Defence – Driven by domestic manufacturing policies and increasing government allocations.
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Infrastructure – Supported by rising capex and government-led growth initiatives.
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Healthcare – Capitalizing on innovation, pharmaceuticals, and diagnostics.
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Hospitality and Travel – Benefiting from post-pandemic recovery and rising domestic tourism.
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IPO-bound companies – Leveraging pre-listing value creation in new-age businesses and traditional sectors undergoing transformation.
Leadership Comments
Prateek Agrawal, Managing Director and CEO of Motilal Oswal AMC, said:
“The Special Opportunities Fund is designed for investors seeking to benefit from dynamic market transitions, corporate actions, and sectoral reforms. India’s economic landscape is evolving, with unique opportunities arising from policy changes, corporate restructuring, and emerging industries. Our QGLP investment philosophy and in-house research expertise will help us identify such high-potential themes while maintaining a disciplined approach to risk.”
Ajay Khandelwal, Fund Manager, added:
“Corporate actions, policy shifts, and disruptive market events often create temporary mispricing or special situations. These are moments where careful research and strategic allocation can lead to strong long-term value creation. The Special Opportunities Fund aims to leverage these opportunities while maintaining a balanced risk-reward profile.”
Fund Management Team
The equity portion of the Motilal Oswal Special Opportunities Fund will be jointly managed by:
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Ajay Khandelwal
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Atul Mehra
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Bhalchandra Shinde
The debt component will be overseen by Rakesh Shetty, while Sunil Sawant will handle overseas investments, providing the fund with a diversified and well-rounded approach.
Motilal Oswal AMC: A Legacy in Equity Investing
With over three decades of experience in equities, Motilal Oswal Asset Management Company (MOAMC) has built a strong reputation for its research-driven investment philosophy. Apart from mutual funds, MOAMC also manages Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), and advisory mandates for domestic and international investors.
The company’s long-standing expertise in identifying long-term wealth creation themes makes this new thematic fund a natural extension of its product suite. By focusing on special situations, the fund aims to bridge the gap between traditional sectoral funds and dynamic market opportunities.
NFO Details:
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Fund Name: Motilal Oswal Special Opportunities Fund.
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Fund Type: Open-ended thematic equity scheme.
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NFO Opens: July 25, 2025.
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NFO Closes: August 8, 2025.
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Scheme Reopens for Continuous Sale/Repurchase: August 21, 2025.
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Benchmark: Nifty 500 TRI.
Investor Advisory
Investors are advised to carefully read all scheme-related documents and consult their financial advisors to determine whether this thematic strategy aligns with their risk appetite and investment goals. As with all mutual funds, investments in the Special Opportunities Fund are subject to market risks, and returns are not guaranteed.
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