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Why Motilal Oswal Special Opportunities Fund?

About Fund

Source: MOAMC Internal. Disclaimer: The above graph is for understanding purpose only. The above list is not exhaustive. The above content is for informational purposes only and should not be construe... Read more

Why Invest in Special Situation Companies?

About Fund

Source: MOAMC Internal. Disclaimer: The above content is intended to explain the concept and is for illustration purposes only. It should not be considered as investment advice or be used for developm... Read more

Special Opportunities observed in last 2 decades

About Fund

Source: Nifty Indices, MOAMC Internal. Date as on 16 Jun 2025. Disclaimer: The above graph is used to explain the concept and is for illustration purposes only. It does not indicate or guarantee futur... Read more

  • Fund Details

  • Product Label

  • Downloads

Fund Name

Motilal Oswal Special Opportunities Fund

Plans

Regular Plan and Direct Plan

Benchmark

Nifty 500 TRI

Minimum Application Amount

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

Minimum Redemption Amount

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

Investment Objective

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.

 

However, there can be no assurance that the investment objective of the scheme will be realized. 

Type

An open-ended equity scheme following special situation’s theme

Entry load

NIL

Exit load

1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment. Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. 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 from Regular to Direct plan within the same scheme.

Fund Managers

Ajay Khandelwal

Ajay Khandelwal

Executive Group Vice President

See other funds managed by him
Atul Mehra

Atul Mehra

Vice President

See other funds managed by him
Bhalchandra Shinde

Bhalchandra Shinde

Associate Fund Manager

See other funds managed by him
Rakesh Shetty

Rakesh Shetty

Fund Manager/Dealer

See other funds managed by him
Sunil Sawant

Sunil Sawant

Dealer and Fund Manager of Foreign Securities

See other funds managed by him

FAQs

What is the investment objective of Motilal Oswal Special Opportunities Fund (NFO)?

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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.

However, there can be no assurance that the investment objective of the scheme will be realized.

What is the strategy behind Motilal Oswal Special Opportunities Fund (NFO)?

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The scheme aims to deliver long term capital appreciation by investing in identified special situation opportunities across India’s equity markets such as corporate restructurings, mergers and acquisitions, regulatory or policy shifts, industry disruptions, emerging trends, and temporarily challenged businesses poised for recovery.

It may allocate up to 20% to other sectors for added flexibility, and follows MOAMC’s QGLP philosophy—focusing on Quality businesses with durable Growth potential, Longevity of earnings and fair Prices.

Through an actively managed, high-conviction approach combining top-down sector analysis with bottom-up stock selection, the fund targets companies with strong competitive moats, capable management and attractive medium- to long-term growth potential, while balancing safety, liquidity and returns.

Who is the Fund Manager of Motilal Oswal Special Opportunities Fund (NFO)?

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Mr. Ajay Khandelwal (Fund Manager –Equity Component), Mr. Atul Mehra (Fund Manager –Equity Component), Mr. Bhalchandra Shinde (Associate Fund Manager - Equity Component), Mr. Rakesh Shetty (Fund Manager –Debt Component) & Mr. Sunil Sawant (Fund Manager- Overseas Securities).