January 16, 2025
mayank
Motilal Oswal Innovation Opportunities Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Innovation Opportunities Fund Open Date, Close Date?
NFO opens on January 29, 2025
NFO will close on February 12, 2025
Investment Strategy for this NFO?
The scheme seeks 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.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 29 January 2025 |
| Issue Close | 12 February 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI |
About Benchmark Index for this NFO?
The Nifty 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
Nifty 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base period. Nifty 500 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 500 Total Returns Index, Nifty500 Industry Indices.
Portfolio Characteristics
| Methodology | Free Float Market Capitalization |
| No. of Constituents | 500 |
| Launch Date | |
| Base Date | January 01, 1995 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Motilal Oswal Innovation Opportunities Fund
1) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
2) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, 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.
AMC
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Motilal Oswal Innovation Opportunities Fund @ sahifund.com by Paresh Gordhandas, C.A., Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -7.81 | 15.16 | 15.16 | 17.78 | 10.91 |
| Total Return | -7.69 | 16.24 | 16.24 | 19.00 | 12.61 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 14.92 | 18.55 | 22.27 |
| Beta (NIFTY 50) | 1.03 | 0.96 | 0.93 |
| Correlation (NIFTY 50) | 0.95 | 0.98 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 25.56 | 3.88 | 1.12 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 7.31 |
| ICICI Bank Ltd. | 4.90 |
| Reliance Industries Ltd | 4.47 |
| Infosys Ltd. | 3.67 |
| ITC Ltd. | 2.44 |
| Bharti Airtel Ltd. | 2.31 |
| Larsen & Toubro Ltd. | 2.30 |
| Tata Consultancy Services Ltd. | 2.27 |
| State Bank of India | 1.66 |
| Axis Bank Ltd. | 1.65 |
Note on Benchmark Performance:
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Atul Mehra
| Fund | Motilal Oswal Multi Cap Fund | It’s Benchmark | Motilal Oswal Balance Advantage Fund | It’s Benchmark |
| 1 Year | — | — | 3.17 | 8.39 |
| 3 Year | — | — | 9.17 | 10.04 |
| 5 Year | — | — | 9.73 | 13.31 |
| 7 Year | — | — | 8.60 | 10.81 |
| 10 Year | — | — | — | — |
As on 16-1-2025
Past Performance of Niket Shah
| Fund | Motilal Oswal Midcap Fund | It’s Benchmark | Motilal Oswal Flexi Cap Fund | It’s Benchmark |
| 1 Year | 36.23 | 14.86 | 27.66 | 8.94 |
| 3 Year | 30.07 | 18.80 | 18.77 | 12.08 |
| 5 Year | 31.23 | 25.85 | 17.45 | 17.63 |
| 7 Year | 21.77 | 16.02 | 12.28 | 13.38 |
| 10 Year | 20.17 | 17.87 | 15.06 | 13.34 |
As on 16-1-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal Balance Advantage Fund | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | 3.17 | 8.39 | 12.47 | 8.94 |
| 3 Year | 9.17 | 10.04 | — | — |
| 5 Year | 9.73 | 13.31 | — | — |
| 7 Year | 8.60 | 10.81 | — | — |
| 10 Year | — | — | — | — |
As on 16-1-2025
Note on Fund Managers’ performance
[ C ] Conclusion
X
Is it good to invest in Motilal Oswal Innovation Opportunities Fund NFO?
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