Motilal Oswal Special Opportunities Fund NFO: Launch date, investment theme, minimum investment & fund details
- Krishna Priya
- Jul 25
- 2 min read
The Motilal Oswal Special Opportunities Fund is an open-ended thematic equity scheme that seeks to capitalize on event-driven market opportunities.
The investment objective of the scheme is to achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments of companies that are likely to benefit from special situations, such as corporate restructurings, mergers and acquisitions, regulatory changes, macroeconomic shifts, sectoral disruptions, and other event-driven developments.
While the strategy offers the potential for strong returns by targeting catalysts for revaluation or turnaround, it’s essential to note that there is no guarantee or assurance that the investment objective of the scheme will be achieved.
NFO Schedule
Event | Date |
Launch Date | July 25, 2025 |
End Date | August 08, 2025 |
Allotment Date | August 14, 2025 |
Minimum Investment Requirement
Investment Type | Minimum Amount |
Initial Investment | ₹500 |
Additional Investment | ₹500 |
SIP(Daily) | ₹100 (min 30 days) |
SIP(Weekly/Fortnightly/Monthly) | ₹500 (min 12 installments) |
SIP(Quarterly) | ₹1,500 (min 4) |
SIP(Annual) | ₹6,000 (min 1) |
NFO Price per Unit | ₹10 |
Exit Load
An exit load of 1% is applicable if units are redeemed or switched out within 3 months (90 days) from the date of allotment. After 3 months, no exit load is applicable.
Benchmark: Nifty 500 TRI
Fund Managers
Mr. Ajay Khandelwal, bringing over 13 years of experience in fund management and equity research, Mr. Khandelwal is a key equity fund manager at Motilal Oswal AMC. He previously managed the Small Cap Fund at Canara Robeco AMC and is known for his expertise in bottom-up stock selection.
Mr. Atul Mehra, A CFA Charterholder with more than 15 years of experience. Mr. Mehra has been with Motilal Oswal since 2013. He manages multiple diversified and thematic equity schemes and has deep knowledge in equities across sectors.
Mr. Bhalchandra Shinde (Associate Fund Manager – Equity) has over 13 years of equity research experience. Prior to Motilal Oswal, he worked as an Investment Analyst at Kotak Mahindra Life Insurance, covering sectors such as auto, oil & gas, and real estate. He also held research roles at Max Life Insurance and Centrum Broking.
Mr. Rakesh Shetty (Fund Manager – Debt Component), with over 15 years of experience in equity, debt, ETFs, and treasury functions, Mr. Shetty manages the fixed income side of the portfolio. His background includes managing index funds and ETF strategies across asset classes.
Mr. Sunil Sawant (Fund Manager – Overseas Securities) handles investments in international securities. He has been active in the capital markets since 2009 and joined Motilal Oswal AMC in 2018, having previously worked with Sharekhan, Aditya Birla, and Angel Broking.
Disclaimer: This content is for educational purposes only; please conduct your own research and consult with a qualified investment advisor before making any investment decisions.
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