September 23, 2025
RA Jainee
Motilal Oswal Innovation Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 13.2754
NAV IDCW: Rs 13.2744
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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.
Fund Manager:
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) Varun Sharma
Education: Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM – Calcutta.
Experience: Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 – August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 – Feb 2010) as a Ratings Analyst.
4) 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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
Basic Details of Motilal Oswal Innovation Opportunities Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 18-Feb-25 |
| Return Since Launch | 32.75% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 325 Cr |
| (As on 31-Aug-2025) | |
| Expense | 1.02% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 30.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Innovation Opportunities Dir | — | -0.34 | 4.49 | 10.94 | 26.81 | — | — | — | — | — |
| BSE 500 TRI | — | -0.14 | 1.91 | 3.73 | 13.14 | — | — | — | — | — |
Peer Comparison of Motilal Oswal Innovation Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Innovation Opportunities Dir | Unrated | — | 24.77 | — | 1.02 | 325 | 32.75 | 1.00 (90) | 7M | 30.00 |
| ICICI Pru India Opportunities Dir | Unrated | 2.96 | 24.38 | 32.33 | 0.63 | 29,871 | 22.90 | 1.00 (365) | 6Y 8M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 7.27 | — | — | 0.74 | 13,643 | 23.25 | 1.00 (30) | 4Y 8M | 33.00 |
| HDFC Manufacturing Dir | Unrated | 2.81 | 30.84 | — | 0.77 | 11,537 | 10.70 | 1.00 (30) | 1Y 4M | 37.09 |
| Franklin India Opportunities Dir | Unrated | 3.71 | 30.01 | 30.04 | 0.52 | 7,509 | 18.49 | 1.00 (365) | 12Y 8M | 48.44 |
Portfolio Analysis of Motilal Oswal Innovation Opportunities Fund
| No. of Stocks | 28 |
| Top 10 Stocks | 45.35% |
| Top 5 Stocks | 25.58% |
| Top 3 Sectors | 64.52% |
| Portfolio P/B Ratio | 4.23 |
| Portfolio P/E Ratio | 39.37 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 44,845 | 1,25,093 |
| Giant (%) | 15.31 | 43.00 |
| Large (%) | 22.59 | 24.03 |
| Mid (%) | 51.29 | 27.30 |
| Small (%) | 10.81 | 9.62 |
| Tiny (%) | — | 0.82 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Innovation Opportunities Fund
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