Motilal Oswal Mutual Fund has introduced the Motilal Oswal Special Opportunities Fund, a thematic equity scheme available for subscription from July 25 to August 8, with regular transactions commencing on August 21. This flexible fund will put capital into businesses undergoing unique events such as policy shifts, mergers and acquisitions, or reorganizations—targeting sustainable capital appreciation. In line with the Nifty 500 TRI, the fund will adhere to the AMC’s QGLP framework (Quality, Growth, Longevity, Price), integrating both top-down and bottom-up approaches.
Ajay Khandelwal, Atul Mehra, and Bhalchandra Shinde will jointly oversee equity, while Rakesh Shetty will handle debt, and Sunil Sawant will manage overseas securities. The fund focuses on industries including defense, healthcare, infrastructure, chemicals, hospitality, and companies preparing for an IPO. Motilal Oswal AMC offers more than 30 years of equity expertise, striving to assist investors in leveraging India’s changing market conditions and structural changes.
