Motilal Oswal Launches Special Opportunities NFO: Open from July 25, 2025

Motilal Oswal Special Opportunities Fund is an open-ended equity scheme that seeks to capitalise on unique market conditions such as corporate restructuring, mergers and acquisitions, regulatory shifts, and emerging sectoral trends. By focusing on special situations, the fund aims to uncover hidden value and generate long-term capital appreciation. It follows the proprietary QGLP investment framework—investing in businesses that display Quality, Growth potential, Longevity of opportunity, and are available at a reasonable Price. The strategy blends top-down macro insights with bottom-up stock selection. Backed by a strong research-driven process and experienced fund managers, NFO provides investors a focused yet diversified approach to benefit from market transitions and structural changes in the Indian economy.

Key Features of Motilal Oswal Special Opportunities Fund

• Opening Date: July 25, 2025
• Closing Date: August 08, 2025
• Exit Load: 1% if redeemed within 3 months; Nil thereafter
• Minimum Investment Amount: ₹500 and in multiples of ₹1 thereafter

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Objective of Motilal Oswal Special Opportunities Fund

The objective of Motilal Oswal Launches Special Opportunities NFO is to achieve long-term capital appreciation by investing in equity and equity-related instruments of companies undergoing special situations like policy changes, corporate actions, or temporary disruptions that may create investment opportunities.

Investment Strategy of Motilal Oswal Special Opportunities Fund

• Follows the QGLP investment philosophy—focusing on Quality, Growth, Longevity, and Price.
• Invests in companies undergoing special situations like restructuring, policy changes, or disruption.
• Combines bottom-up stock picking with top-down sectoral analysis.
• Maintains a focused, high-conviction portfolio with active management.
• Targets both micro and macro opportunities from emerging sectors and economic shifts.

Risks Associated with Motilal Oswal Special Opportunities Fund

• Thematic concentration risk due to focus on special situations.
• Market volatility may affect short-term returns significantly.
• Event execution risk, if a special situation fails to deliver the expected value.
• Portfolio concentration may lead to underperformance if a few bets go wrong.
• Managerial judgement risk, as success depends on identifying the right events early.

Risk Mitigation Strategy by Motilal Oswal Special Opportunities Fund

NFO mitigates risk through a disciplined research-led process backed by Motilal Oswal Mutual Funds proprietary QGLP framework. By focusing on businesses with strong fundamentals, the fund reduces downside potential even in volatile markets. Diversification across industries and event types helps reduce thematic risk. Moreover, a team of experienced fund managers and analysts continuously monitors both macro and company-level developments to course-correct where needed. The combination of long-term conviction and short-term risk management ensures a balanced portfolio approach designed for consistent performance over market cycles.

What Type of Investor Should Invest in Motilal Oswal Special Opportunities Fund?

• Investors are seeking high-growth equity opportunities from evolving market events.
• Those with a long-term investment horizon and moderate to high risk appetite.
• Individuals looking to diversify beyond traditional sectors into emerging or disrupted spaces.
• Investors are confident in active fund management strategies and market timing.

Where Will the Motilal Oswal Special Opportunities Fund Invest?

• In equity and equity-related instruments of companies undergoing special situations.
• Across sectors impacted by policy reforms, macro shifts, or disruptive trends.
• In companies involved in mergers, acquisitions, or restructuring activities.
• May also allocate to debt and overseas securities as part of strategic positioning.