Motilal Oswal Launches Special Opportunities Fund Targeting Market Transitions
By ScanX News Team
Motilal Oswal Mutual Fund is introducing a new thematic equity scheme, the Special Opportunities Fund, focusing on companies undergoing significant changes. The open-ended fund will be available for subscription from July 25 to August 8. It aims to capitalize on unique market situations and corporate transitions, investing in areas such as corporate restructuring, mergers and acquisitions, policy changes, and market disruptions. The fund will use Motilal Oswal's QGLP framework for investment decisions and target sectors including chemicals, defence, infrastructure, healthcare, hospitality, and IPO-bound companies. It will be benchmarked against the Nifty 500 Total Return Index.
*this image is generated using AI for illustrative purposes only.
Motilal Oswal Mutual Fund is set to introduce a new thematic equity scheme, the Special Opportunities Fund, aimed at capitalizing on unique market situations and corporate transitions. The open-ended equity fund, which will be available for subscription from July 25 to August 8, seeks to deliver long-term capital growth by investing in companies and sectors experiencing special situations.
Investment Strategy
The Special Opportunities Fund will focus on companies undergoing significant changes, including:
- Corporate restructuring
- Mergers and acquisitions
- Policy changes
- Market disruptions
The fund's investment approach will be guided by Motilal Oswal's proprietary QGLP framework, which evaluates potential investments based on Quality, Growth, Longevity, and Price. This strategy aims to identify companies with strong fundamentals and growth potential that are well-positioned to benefit from special situations in the market.
Target Sectors and Benchmarking
The fund has identified several key sectors for potential investment, including:
- Chemicals
- Defence
- Infrastructure
- Healthcare
- Hospitality
- IPO-bound companies
The Special Opportunities Fund will be benchmarked against the Nifty 500 Total Return Index, providing investors with a broad market comparison for performance evaluation.
Fund Management Team
Motilal Oswal has assembled an experienced team to manage the new fund:
| Role | Manager(s) |
|---|---|
| Equity management | Ajay Khandelwal, Atul Mehra, and Bhalchandra Shinde |
| Debt management | Rakesh Shetty |
| Overseas securities | Sunil Sawant |
About Motilal Oswal AMC
Motilal Oswal Asset Management Company (AMC) brings over three decades of experience in managing various investment vehicles, including mutual funds, Alternative Investment Funds (AIFs), and portfolio management services. The launch of the Special Opportunities Fund further expands their offerings in the thematic equity space.
Investors interested in exposure to companies undergoing transformative changes and emerging opportunities in the Indian market may find the Motilal Oswal Special Opportunities Fund an intriguing option to consider. As with all investments, potential investors should carefully review the fund's objectives, risks, and strategy before making any investment decisions.
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