Motilal Oswal Unveils Special Opportunities Fund to Tap Market Shifts

Motilal Oswal Mutual Fund Launches ‘Special Opportunities Fund’ Targeting Market Transitions

BILKULONLINE | Ahmedabad | 26 July 2025

Motilal Oswal Mutual Fund (MOMF), known for its equity-centric investment approach, has announced the launch of a new open-ended equity scheme—‘Motilal Oswal Special Opportunities Fund’. The fund will follow a special situations theme, focusing on opportunities arising from unique corporate or economic developments.

• NFO Details
  NFO Period: July 25 to August 8, 2025
• Reopens for continuous sale/repurchase: August 21, 2025
• Benchmark Index: Nifty 500 Total Return Index

Investment Objective
The scheme aims for long-term capital appreciation by investing in companies influenced by special situations such as corporate restructuring, mergers & acquisitions, policy or regulatory changes, disruption-led opportunities, or temporary business challenges. However, achieving the investment objective is not guaranteed.

Strategy and Fund Philosophy
The fund will be guided by Motilal Oswal’s QGLP framework, which focuses on investing in businesses with:

• Quality
• Growth potential
• Longevity
• Reasonable Price

It will maintain a focused, high-conviction portfolio, adopting an active management style. The strategy is to identify company-specific, sectoral, or macroeconomic events that present lucrative investment avenues.

Ideal for investors aiming to participate in the long-term equity growth story through a special situations lens, the fund will primarily invest in equity and equity-related instruments.

• Fund Management Team
  Ajay Khandelwal – Fund Manager (Equity)
• Atul Mehra – Fund Manager (Equity)
• Bhalchandra Shinde – Associate Fund Manager (Equity)
• Rakesh Shetty – Fund Manager (Debt)
• Sunil Sawant – Fund Manager (Overseas Securities)

Leadership Insights
Speaking on the launch, Prateek Agrawal, MD & CEO of Motilal Oswal Asset Management Company Ltd (MOAMC), said:

“The Motilal Oswal Special Opportunities Fund is designed for investors looking to capitalise on transformative market dynamics, including policy shifts, structural changes, and corporate events. Our research-driven QGLP framework will guide the fund’s strategy to build a focused portfolio aligned with long-term growth opportunities.”

Ajay Khandelwal, Fund Manager, added, “With India’s growth outlook supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat, we see strong potential in manufacturing, services, FDIs, and exports. These macro shifts create special situations ripe for investment. Our approach will blend bottom-up stock picking with top-down macro analysis across sectors such as chemicals, EMS, defence, hospitality, healthcare, infrastructure, and IPO-bound companies.”

The fund aims to align with India’s evolving economic narrative and help investors benefit from sectors undergoing significant change.

Source: AMFI, MOAMC, MOIE