Motilal Oswal Special Opportunities Fund Review – Motilal Oswal Special Opportunities Fund Review Direct NFO Open on 25 July 2025 and Close on 08 August 2025. Motilal Oswal Special Opportunities Fund Direct NFO Allotment Date is 14 August 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open-ended equity scheme following special situation’s theme.
Scheme Benchmark: Nifty 500 TRI
Motilal Oswal Special Opportunities Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| HDFC Bank Ltd. | 7.77 |
| ICICI Bank Ltd. | 5.25 |
| Reliance Industries Ltd. | 5.18 |
| Infosys Ltd. | 2.94 |
| Bharti Airtel Ltd. | 2.79 |
| Larsen & Toubro Ltd. | 2.19 |
| ITC Ltd. | 1.97 |
| Tata Consultancy Services Ltd. | 1.80 |
| Axis Bank Ltd. | 1.75 |
| Kotak Mahindra Bank Ltd. | 1.62 |
Motilal Oswal Special Opportunities Fund Important Date
| Scheme Offer | Motilal Oswal Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 25 July 2025 |
| Close Date | 08 Aug 2025 |
| Allotment Date | 14 Aug 2025 |
| Category | Thematic Fund |
| Min Inv ₹ | ₹500 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty 500 TRI |
Investment Objective of the Scheme?
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.
Motilal Oswal Special Opportunities Fund Other Details
| Exit Load | 1% |
|---|---|
| Exit Load Details | Exit load of 1%, if redeemed within 3 months |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 500 |
| Min. SIP | Rs. 500 |
Motilal Oswal Special Opportunities Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Equity & Equity related instruments of special situations theme | 80 | 100 |
| Equity & Equity related instruments of Other than above companies and Overseas Securities | 0 | 20 |
| Debt and Money Market instruments ^(including cash and cash equivalents) | 0 | 20 |
| Units of REITs and InvITS | 0 | 10 |
| Units of Mutual Fund | 0 | 5 |
Manager Manage the Scheme?
Fund Manger : Ajay Khandelwal
Qualification : 1. CFA Level 3 2. PGDM – MBA – TAPMI, Manipal 3. B.E. – Electrical Engineer – MITS, Gwalior
Experience : Ajay has a 13 years’ experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund.
Fund Manger : Atul Mehra
Qualification : CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor’s in commerce, Mumbai University, HR College of Commerce and Economics.
Experience : Atul has over 15 years of overall experience. Motilal Oswal Asset Management Company Ltd – Senior Vice President – Fund Manager – PMS and AIFs. (2013 – present) Edelweiss Capital Ltd – Research Analyst (2008-13).
Fund Manger: Mr. Bhalchandra Shinde
Qualification: M.M.S Finance & B.E. Mech
Experience: Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research. Mr. Shinde’s professional journey has been marked by his expertise and significant contributions to the field.
Fund Manger : Rakesh Shetty
Qualification : Bachelors of Commerce (B.Com)
Experience : He has more than 14 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Fund Manger : Mr. Sunil Sawant
Qualification : Master of Commerce (M. Com).
Experience : Sunil has been associated with the Company since 2018 for Alternates Business as Dealer.
Motilal Oswal Special Opportunities Fund Sector Representation
| Sector | Weightage |
|---|---|
| Financial Services | 31.38 |
| Information Technology | 8.62 |
| Oil, Gas & Consumable Fuels | 7.88 |
| Automobile and Auto Components | 6.60 |
| Healthcare | 6.27 |
| Fast Moving Consumer Goods | 6.24 |
| Capital Goods | 5.82 |
| Consumer Services | 3.59 |
| Telecommunication | 3.49 |
| Metals & Mining | 3.35 |
| Power | 3.21 |
| Construction | 2.81 |
| Consumer Durables | 2.76 |
| Chemicals | 2.14 |
| Construction Materials | 2.05 |
| Services | 1.88 |
| Realty | 1.26 |
| Textiles | 0.32 |
| Media, Entertainment & Publication | 0.17 |
| Diversified | 0.10 |
| Forest Materials | 0.06 |
Motilal Oswal Special Opportunities Fund Index Return
| Index Return | QTD | YTD | 1 Year | 5 Years | 10 Years |
|---|---|---|---|---|---|
| Price Return | 10.67% | 5.55% | 4.69% | 22.75% | 10.92% |
| Total Return | 11.05% | 6.12% | 5.68% | 24.03% | 12.61% |
Where Will the Scheme Invest?
- Equity and Equity Related Securities.
- Debt and Money Market instruments (including cash and cash equivalents) Liquid and Debt Scheme.
- Derivatives as may be permitted by SEBI / RBI.
- Units of REITs and InvITs.
- Units of Mutual Fund.
- Pending deployment of funds as per the investment objective of the Scheme, the funds may be parked in short term deposits of scheduled commercial banks, subject to guidelines and limits specified by SEBI.
- Any other instruments as may be permitted by RBI / SEBI regulatory authorities under prevailing Laws from time to time.
Also Read: Groww BSE Power ETF FOF Review
Motilal Oswal Special Opportunities Fund Registrar
KFIN TECHNOLOGIES LIMITED
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna
Motilal Oswal Special Opportunities Fund Form Download
People also ask F&Q
Question 1: Is Motilal Oswal Special Opportunities Fund good or bad?
Answer 1: Yes, Motilal Oswal Special Opportunities Fund is a good choice for investors & Retailer Also.
Question 2: What NAV will I get, if I invest in NFO period of Motilal Oswal Special Opportunities Fund?
Answer 1: A NAV of approx ₹10.00/-.
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