• BSE
  • NSE
    • {{d.cmpname}}
    • {{d.price}}
    • ({{d.PerChg}}%)
Equity | News | Mutual Fund News
Mutual Fund News
Motilal Oswal MF launches 'Special Opportunities Fund'
Back
(11:34, 05 Aug 2025)
Motilal Oswal Mutual Fund (MOMF) has launched a new thematic equity scheme titled Motilal Oswal Special Opportunities Fund. The New Fund Offer (NFO) opened on 25 July 2025 and will remain open for subscription until 8 August 2025. The scheme will reopen for continuous sale and repurchase from 21 August 2025.

The open-ended fund is designed to invest in special situations, unique market events that can unlock long-term capital appreciation. These include corporate restructuring, mergers and acquisitions, regulatory changes, policy shifts, disruptive innovation, sectoral shifts, and temporary crises impacting specific companies or industries.

The scheme is benchmarked against the Nifty 500 Total Return Index and follows MOMF's signature QGLP framework, focusing on Quality businesses with Growth potential, Longevity, and available at a reasonable Price. The fund will employ a focused, high-conviction, actively managed strategy, concentrating on equities and equity-related instruments likely to benefit from transformational events.

The equity component will be jointly managed by Ajay Khandelwal, Atul Mehra, and Bhalchandra Shinde, while Rakesh Shetty will manage the debt component and Sunil Sawant will handle overseas securities.

The fund is aimed at long-term investors seeking exposure to special-situation-driven opportunities and is suitable for those willing to ride through short-term volatility for potential structural gains.

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.

Powered by Capital Market - Live News

Top
Scores
Scores 2.O
Online Dispute Redressal (ODR)
Investor Charter
Invester Complaint
Advisory for Investors
Liquidity Enhancement Scheme
KYC documents in vernacular languages
KYC documents in vernacular languages of commodities
.
Stock Broker Name Registration Number Registered Address Branch Address Contact Number Email id
DB (International) Stock Brokers Limited INZ000179035 (BROKING)

IN-DP-CDSL-266-2004 (DEPOSITORY) 		Unit No. 210/211/211A at 2nd floor, Dalal Street Commercial Cooperative Society Ltd, Block No.53, Zone 5, Gift City, Gandhinagar, Gujarat-382355 Head Office – 114, New Delhi House, 27 Barakhamba Road, Delhi 110001 011-43606162 compliance@dbonline.in
51, Mini Market T/F Mandir Wali Gali, Yusaf Sarai, New Delhi 110016 011-35936102 greenpark@dbonline.in
C-12, DB Plaza, RDC Raj Nagar, Ghaziabad 201002 0120-4150393 ghaziabad@dbonline.in
Plot No 4, Wasme House, Film City Sector 16A, Noida – 201301 0120-4823200 compliance@dbonline.in
Out Side Jassusar Gate, Bikaner, Rajasthan – 334001 9001643408 bikaner@dbonline.in
Office No 101, City Center, Opp. High Court, M G Road, Indore 452001 9424083019 brajeshsadani@dbonline.in
203, Marshal House 25, Strand Road, Kolkata 700001 033-40055270 b032@dbonline.in
Shop No.-7, 2nd Floor, Amar Complex, Opp. Hanumaan Mandir, The Mall, Solan- 173212 6230604596 parwanoo@dbonline.in
Daga Commodities Private Limited INZ000028833 114, New Delhi House, 27 Barakhamba Road, Delhi 110001- 0120-4823200 compliance@dbonline.in
Daga Business (International) Stock Brokers (IFSC) Private Limited INZ000202436 Unit No. 228, Signature Building, Second Floor, Block 13B, Zone-1, Gift SEZ, Gandhinagar, Gujarat 382355 - 0120-4823200 compliance@dbonline.in

Disclosure regarding proprietary trading:

As required under Circular No. SEBI/MRD/SE/Cir-42/2003 dated 19.11.2003 issued by the Securities and Exchange Board of India; We hereby disclose that in addition to client based business, We are also doing proprietary trading.

Investor Grievances Email ID: investorgrievance@dbonline.in


Copyright © 2016 All rights Reserved DB (International) Stock Brokers Ltd.     Designed, Developed and content powered by C-MOTS Infotech( ISO 9001:2015 certified )
"KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."         "Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day......................issued in the interest of investors."          "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."
Attention Investors ::
subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries | Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020. | Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. | Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month........... Issued in the interest of Investors"