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Motilal Oswal Innovation Opportunities Fund

An open-ended equity scheme following innovation theme

  • investedProple:38,687

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_IO.svg

  • typeOfScheme:An open-ended equity scheme following innovation theme

  • dateAsOn:31 Mar 2026

  • schDetail:

    • sebiCategory: Equity Fund

    • schemeName: Motilal Oswal Innovation Opportunities Fund

    • exitLoad:

      1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.

    • dateOfAllotment: 2025-02-18

    • CMOTSAMCCode: 38442

    • nfoStartDate: 29-Jan-2025

    • nfoEndDate: 12-Feb-2025

    • cmotsGroupCode: MO45431

    • fundCategoryCode: MF

    • schcode: IO

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:sector
    • 2: motilal-oswal-amc:active

  • planList:

    • 0:

      • groupedName: Direct Growth
      • planName: Direct
      • optionCode: G
      • groupedCode: GDG
      • planNameOriginal: Direct Growth
      • planCode: GD
      • sixth_char_name: D
      • optionName: Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01EJ8
      • amfi_schcode: 153258
      • cmt_schcode: 45433

    • 1:

      • groupedName: Regular-Growth
      • planName: Regular
      • optionCode: G
      • groupedCode: GPG
      • planNameOriginal: Regular Growth
      • planCode: GP
      • sixth_char_name: R
      • optionName: Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01EM2
      • amfi_schcode: 153256
      • cmt_schcode: 45431

    • 2:

      • groupedName: Regular IDCW Payout
      • planName: Regular
      • optionCode: D
      • groupedCode: DPD
      • planNameOriginal: Regular Payout
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • groupedName: Regular IDCW Reinvestment
      • planName: Regular
      • optionCode: R
      • groupedCode: DPR
      • planNameOriginal: Regular Reinvestment
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EO8
      • amfi_schcode: 153257
      • cmt_schcode: 45432

    • 4:

      • groupedName: Direct IDCW Payout
      • planName: Direct
      • optionCode: D
      • groupedCode: PDD
      • planNameOriginal: Direct Payout
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • groupedName: Direct IDCW Reinvestment
      • planName: Direct
      • optionCode: R
      • groupedCode: PDR
      • planNameOriginal: Direct Reinvestment
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
      • isin: INF247L01EL4
      • amfi_schcode: 153259
      • cmt_schcode: 45434

  • nav:

    • 0:

      • latnav: 10.6735
      • optioncode: D
      • plancode: DP
      • prodcode: IODP
      • recdt: 12-May-2026
      • navchng: -0.36
      • navchngper: -2.83

    • 1:

      • latnav: 10.6735
      • optioncode: R
      • plancode: DP
      • prodcode: IODP
      • nav_date: 12-May-2026
      • nav_amount: 12.5353
      • recdt: 12-May-2026
      • navchng: -0.36
      • navchngper: -2.83

    • 2:

      • latnav: 10.8412
      • optioncode: G
      • plancode: GD
      • prodcode: IOGD
      • nav_date: 12-May-2026
      • nav_amount: 12.7531
      • recdt: 12-May-2026
      • navchng: -0.37
      • navchngper: -2.82

    • 3:

      • latnav: 10.6733
      • optioncode: G
      • plancode: GP
      • prodcode: IOGP
      • nav_date: 12-May-2026
      • nav_amount: 12.5352
      • recdt: 12-May-2026
      • navchng: -0.36
      • navchngper: -2.83

    • 4:

      • latnav: 10.8405
      • optioncode: D
      • plancode: PD
      • prodcode: IOPD
      • recdt: 12-May-2026
      • navchng: -0.37
      • navchngper: -2.82

    • 5:

      • latnav: 10.8405
      • optioncode: R
      • plancode: PD
      • prodcode: IOPD
      • nav_date: 12-May-2026
      • nav_amount: 12.7523
      • recdt: 12-May-2026
      • navchng: -0.37
      • navchngper: -2.82

  • returns:

    • 0:

      • oneYear_Ret: 1.01
      • oneYear_marketValue: 10100.881053099774
      • inception_Ret: 6.03
      • inception_marketValue: 10673.5
      • latNavDate: 2026-03-31
      • prodcode: IODP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 2.46
      • oneYear_marketValue: 10245.815652436893
      • inception_Ret: 7.53
      • inception_marketValue: 10841.199999999999
      • latNavDate: 2026-03-31
      • prodcode: IOGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153258
      • cmt_schcode: 45433
      • isin: INF247L01EJ8

    • 2:

      • oneYear_Ret: 1.01
      • oneYear_marketValue: 10100.691782831293
      • inception_Ret: 6.03
      • inception_marketValue: 10673.3
      • latNavDate: 2026-03-31
      • prodcode: IOGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153256
      • cmt_schcode: 45431
      • isin: INF247L01EM2

    • 3:

      • oneYear_Ret: 2.45
      • oneYear_marketValue: 10245.15409550992
      • inception_Ret: 7.53
      • inception_marketValue: 10840.5
      • latNavDate: 2026-03-31
      • prodcode: IOPD
      • plancode: PD
      • optioncode: D

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Historical Performance

CAGR

planList:

  • 0:

    • groupedName: Direct Growth
    • planName: Direct
    • optionCode: G
    • groupedCode: GDG
    • planNameOriginal: Direct Growth
    • planCode: GD
    • sixth_char_name: D
    • optionName: Growth
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01EJ8
    • amfi_schcode: 153258
    • cmt_schcode: 45433

  • 1:

    • groupedName: Regular-Growth
    • planName: Regular
    • optionCode: G
    • groupedCode: GPG
    • planNameOriginal: Regular Growth
    • planCode: GP
    • sixth_char_name: R
    • optionName: Growth
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01EM2
    • amfi_schcode: 153256
    • cmt_schcode: 45431

  • 2:

    • groupedName: Regular IDCW Payout
    • planName: Regular
    • optionCode: D
    • groupedCode: DPD
    • planNameOriginal: Regular Payout
    • planCode: DP
    • sixth_char_name: R
    • optionName: IDCW Payout
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 3:

    • groupedName: Regular IDCW Reinvestment
    • planName: Regular
    • optionCode: R
    • groupedCode: DPR
    • planNameOriginal: Regular Reinvestment
    • planCode: DP
    • sixth_char_name: R
    • optionName: IDCW Reinvestment
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01EO8
    • amfi_schcode: 153257
    • cmt_schcode: 45432

  • 4:

    • groupedName: Direct IDCW Payout
    • planName: Direct
    • optionCode: D
    • groupedCode: PDD
    • planNameOriginal: Direct Payout
    • planCode: PD
    • sixth_char_name: D
    • optionName: IDCW Payout
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • groupedName: Direct IDCW Reinvestment
    • planName: Direct
    • optionCode: R
    • groupedCode: PDR
    • planNameOriginal: Direct Reinvestment
    • planCode: PD
    • sixth_char_name: D
    • optionName: IDCW Reinvestment
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
    • isin: INF247L01EL4
    • amfi_schcode: 153259
    • cmt_schcode: 45434

  • returns:

    • 0:

      • oneYear_Ret: 1.01
      • oneYear_marketValue: 10100.881053099774
      • inception_Ret: 6.03
      • inception_marketValue: 10673.5
      • latNavDate: 2026-03-31
      • prodcode: IODP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 2.46
      • oneYear_marketValue: 10245.815652436893
      • inception_Ret: 7.53
      • inception_marketValue: 10841.199999999999
      • latNavDate: 2026-03-31
      • prodcode: IOGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153258
      • cmt_schcode: 45433
      • isin: INF247L01EJ8

    • 2:

      • oneYear_Ret: 1.01
      • oneYear_marketValue: 10100.691782831293
      • inception_Ret: 6.03
      • inception_marketValue: 10673.3
      • latNavDate: 2026-03-31
      • prodcode: IOGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153256
      • cmt_schcode: 45431
      • isin: INF247L01EM2

    • 3:

      • oneYear_Ret: 2.45
      • oneYear_marketValue: 10245.15409550992
      • inception_Ret: 7.53
      • inception_marketValue: 10840.5
      • latNavDate: 2026-03-31
      • prodcode: IOPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2009

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Periodic Returns

Data as on 31 Mar 2026

CAGR
Current value of Investment of ₹10,000

NIL

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If you would have invested

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Tenure

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Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

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Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • investmentObjective:

    To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. However, there can be no assurance that the investment objective of the scheme will be realized.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.

  • aum:

    • 0:

      • latestAum: 439.6797
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: IODP

    • 1:

      • latestAum: 439.6797
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: IODP

    • 2:

      • latestAum: 439.6797
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: IOGD

    • 3:

      • latestAum: 439.6797
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: IOGP

    • 4:

      • latestAum: 439.6797
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: IOPD

    • 5:

      • latestAum: 439.6797
      • latestAumAsOnDt: 2026-03-31T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: IOPD

  • portfolioTurnoverRatio: 0.98

  • planList:

    • 0:

      • groupedName: Direct Growth
      • planName: Direct
      • optionCode: G
      • groupedCode: GDG
      • planNameOriginal: Direct Growth
      • planCode: GD
      • sixth_char_name: D
      • optionName: Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01EJ8
      • amfi_schcode: 153258
      • cmt_schcode: 45433

    • 1:

      • groupedName: Regular-Growth
      • planName: Regular
      • optionCode: G
      • groupedCode: GPG
      • planNameOriginal: Regular Growth
      • planCode: GP
      • sixth_char_name: R
      • optionName: Growth
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01EM2
      • amfi_schcode: 153256
      • cmt_schcode: 45431

    • 2:

      • groupedName: Regular IDCW Payout
      • planName: Regular
      • optionCode: D
      • groupedCode: DPD
      • planNameOriginal: Regular Payout
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • groupedName: Regular IDCW Reinvestment
      • planName: Regular
      • optionCode: R
      • groupedCode: DPR
      • planNameOriginal: Regular Reinvestment
      • planCode: DP
      • sixth_char_name: R
      • optionName: IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01EO8
      • amfi_schcode: 153257
      • cmt_schcode: 45432

    • 4:

      • groupedName: Direct IDCW Payout
      • planName: Direct
      • optionCode: D
      • groupedCode: PDD
      • planNameOriginal: Direct Payout
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Payout
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • groupedName: Direct IDCW Reinvestment
      • planName: Direct
      • optionCode: R
      • groupedCode: PDR
      • planNameOriginal: Direct Reinvestment
      • planCode: PD
      • sixth_char_name: D
      • optionName: IDCW Reinvestment
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment
      • isin: INF247L01EL4
      • amfi_schcode: 153259
      • cmt_schcode: 45434

  • benchmark: Nifty 500 TRI

  • expenseRatioDirect: 1.04%

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 500 TRI (PRIMARY)
      • latNavDate: 2026-03-31
      • latnav: 32813.14
      • oneYear_Ret: -2.883960842392874
      • inception_Ret: 0.5106715369825654
      • bmcode: 2009.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

439.6797

2026-03-31T00:00:00

Portfolio Turnover Ratio

0.98

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 TRI

Total Expense Ratio

1.04%

Inception date

2026-03-31

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • sebiCategory: Equity Fund

    • schemeName: Motilal Oswal Innovation Opportunities Fund

    • exitLoad:

      1% - If redeemed within 90 days from the day of allotment. Nil - If redeemed after 90 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.

    • dateOfAllotment: 2025-02-18

    • CMOTSAMCCode: 38442

    • nfoStartDate: 29-Jan-2025

    • nfoEndDate: 12-Feb-2025

    • cmotsGroupCode: MO45431

    • fundCategoryCode: MF

    • schcode: IO

  • fundManager:

    • 0:

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-atul-mehra.png

      • type: MF

      • designation: Vice President

      • description:

        Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.

      • fundManagerName: Atul Mehra

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra

    • 1:

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • type: MF

      • designation: Fund Manager/Dealer

      • description:

        Mr. Rakesh Shetty has more than 13 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.

      • fundManagerName: Rakesh Shetty

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-varun-sharma.png

      • type: MF

      • designation: Executive Group Vice President

      • description:

        Mr. Varun Sharma, holds a PGDM from the Indian Institute of Management – Kolkata. He boasts an impressive career with over 15 years of extensive experience in Investment Management. Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade to Franklin Templeton as a Fund Manager.

      • fundManagerName: Varun Sharma

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/varun-sharma

    • 3:

      • dropdownField: MF

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • type: MF

      • designation: Fund Manager

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • fundManagerName: Swapnil Mayekar

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

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Downloads

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Frequently Asked Questions

What does "Innovation" mean in this NFO?

The innovation theme focuses on investing in companies that will benefit from the adoption of innovative strategies or following the innovation theme. By investing in this fund, you're putting your money in businesses that are shaping the future.

Why should I invest in this NFO?

If you're looking to invest in cutting-edge industries that are expected to grow and transform the world, this NFO could be a great option. It gives you a chance to be part of the next big thing—companies that are innovating and evolving rapidly.

How is this NFO different from other mutual funds?

Unlike traditional funds that invest in a broad mix of companies, this fund focuses specifically on innovative companies. If you’re passionate about technology and growth-driven industries, this fund could give you exposure to those sectors in a way that other funds might not.

What kind of returns can I expect from this fund?

While it’s hard to predict exact returns, funds focused on innovation often have high growth potential. However, with higher potential rewards also comes higher risk, so it’s important to align your investment with your risk appetite and long-term financial goals

Is this NFO suitable for me?

If you’re looking for long-term growth and are open to investing in newer, more dynamic industries, this NFO may suit your investment style. It's especially ideal for investors who are comfortable with some level of risk and want exposure to the future of technology and business.

How risky is investing in an innovation-focused fund?

Innovation-driven companies can sometimes be more volatile. While these companies have great growth potential, they can also face challenges that might impact their performance. So, you should be ready for ups and downs, but with patience, the rewards can be worth it over the long run.

How can I invest in this NFO?

You can easily invest in this NFO through your bank, a financial advisor, or directly on the AMC’s website or mobile app. The process is simple and you can start with a relatively small amount.

What is the minimum investment amount?

The minimum investment amount is Rs. 500/- and in multiples of Re. 1/- thereafter.

Is there a lock-in period for this NFO?

No lock-in period for the NFO. Exit Load (1% for 90 days; Nil thereafter) shall be applicable after allotment date.

Why Motilal Oswal Innovation Opportunities Fund?

Unique Investment Approach of Motilal Oswal Innovation Opportunities Fund:

Expertise - With a proven and lengthy track record spanning two decades, MOAMC has consistently demonstrated the ability to create wealth through early identification and investment in Large, Mid and Small Caps. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers.

High Quality & High Growth Investing - Our core investment philosophy of QGLP (Quality, Growth, Longevity and Price), reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.

Skin in the Game – Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding ~9,000+ crores across our funds*. This commitment is mirrored by the promoters' dedication to investing during the Arbitrage NFO, aligning with our strategy and conviction. *Data as on 31st December, 2024.

Size Advantage - Our fresh portfolio is meticulously curated to capture the best opportunities and future growth potential.

Growth Themes - Our investment strategy focuses on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward-looking approach ensures alignment with dynamic market conditions and emerging opportunities.

What is the investment objective of Motilal Oswal Innovation Opportunities Fund?

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. However, there can be no assurance that the investment objective of the scheme will be realized.

What is unique about Motilal Oswal Innovation Opportunities Fund?

Motilal Oswal Innovation Opportunities fund is a high conviction portfolio offering a uniquely positioned product. It also provides opportunities to invest in high growth segments across all market caps.

What are the tax implications of investing in Innovation Opportunities Fund?

Tax implications of investing in a thematic equity mutual fund is similar to investing in any pure equity mutual fund.

Can I invest through SIP (Systematic Investment Plan) in the Motilal Oswal Innovation Opportunities Fund?

Yes, SIP Plans are available for investing in NFO. Available frequencies are daily, weekly, fortnightly, monthly, quarterly and yearly. Please refer to scheme documents for minimum instalment amount and no of instalments.

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