MF Alert: Motilal Oswal Mutual Fund launches special opportunities fund

Motilal Oswal Mutual Fund has announced the launch of its new fund offer (NFO) of Motilal Oswal Special Opportunities Fund which is an open-ended equity scheme following special situations theme.

The new fund offer or NFO of the fund will open for subscription on July 25 and will close on August 8. The scheme re-opens for continuous repurchase/resale on August 21.

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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.

The performance of the fund will be benchmarked against Nifty 500 Total Return Index and will be managed by Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, and Sunil Sawant.

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 the long term.

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“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 Agrawal, Managing Director and Chief Executive Officer at Motilal Oswal Asset Management Company

“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.