NFO Alert: Motilal Oswal's Special Opportunities Fund Now Open for Investment - All You Need to Know

Motilal Oswal Mutual Fund has launched a new equity scheme called the Motilal Oswal Special Opportunities Fund. The New Fund Offer (NFO) opened for subscription on July 25, 2025, and will close on August 8, 2025. The scheme will reopen for regular buying and selling from August 21, 2025.

Investment Objective:

The NFO seeks to invest in companies going through special situations, like corporate restructuring, mergers and acquisitions, government policy changes, upcoming and new trends in sectors and companies, regulatory changes, or temporary disruptions. The aim is to find hidden investment opportunities and deliver long-term capital growth.

About The NFO:

As mentioned above, the Motilal Oswal Special Opportunities Fund, opened for subscription on July 25, 2025, and will close on August 8, 2025.

The minimum amount you can invest in the Motilal Oswal Special Opportunities Fund is Rs 500. If you withdraw your money within 3 months, there will be an exit load (fee) of 1%, but there is no charge after that period.

This fund is considered to have a very high level of risk. It is benchmarked against the Nifty 500 Total Return Index, which it uses to measure performance.

The fund is managed by a team of experienced professionals: Ajay Khandelwal, Atul Mehra, and Bhalchandra Shinde handle the equity portion, Rakesh Shetty manages the debt part, and Sunil Sawant looks after investments in overseas markets.

The scheme will follow Motilal Oswal's QGLP investment strategy, which focuses on businesses with Quality, Growth potential, Longevity, and bought at a fair Price. It combines broad economic analysis with careful stock selection.

"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," said Prateek Agarwal, MD and CEO of Motilal Oswal AMC.

The fund does not have a lock-in period and suits investors with a long-term horizon and a moderate to high risk appetite. The portfolio will be actively managed and diversified across sectors and types of special situations.

"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," said Ajay Khandelwal, Fund Manager at MOAMC, sharing insights of the new fund.

Who Should Invest in the Motilal Oswal Special Opportunities Fund?

The Motilal Oswal Special Opportunities Fund is suitable for investors who are looking for high-growth opportunities in the stock market by investing in companies affected by changing events like mergers, policy changes, or disruptions.

It is ideal for those who can invest for the long term and are comfortable taking moderate to high risks. This fund may also appeal to people who want to diversify their investments beyond traditional sectors and explore new or emerging areas. It's best suited for investors who trust active fund management and are open to the idea of timing the market based on ongoing developments, said the NFO press release.