July 24, 2025
RA Jainee
Motilal Oswal Special Opportunities Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Motilal Oswal Special Opportunities Fund Open Date, Close Date?
NFO opens on July 25, 2025
NFO will close on August 08, 2025
Investment Strategy for this NFO?
The scheme seeks to generate 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.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 25 July 2025 |
| Issue Close | 08 August 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| 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 | 501 |
| Launch Date | |
| Base Date | January 01, 1995 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Motilal Oswal Special Opportunities Fund
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) 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
3) Bhalchandra Shinde
Education: Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience: Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
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.
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 Special 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 | 10.67 | 5.55 | 4.69 | 22.75 | 10.92 |
| Total Return | 11.05 | 6.12 | 5.68 | 24.03 | 12.61 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 14.94 | 14.86 | 22.19 |
| Beta (NIFTY 50) | 1.04 | 0.98 | 0.94 |
| Correlation (NIFTY 50) | 0.94 | 0.97 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 25.34 | 4.01 | 1.1 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 7.77 |
| ICICI Bank Ltd. | 5.25 |
| Reliance Industries Ltd. | 5.18 |
| Infosys Ltd. | 2.94 |
| Bharti Airtel Ltd. | 2.79 |
| Larsen & Toubro Ltd. | 2.19 |
| ITC Ltd. | 1.97 |
| Tata Consultancy Services Ltd. | 1.80 |
| Axis Bank Ltd. | 1.75 |
| Kotak Mahindra Bank Ltd. | 1.62 |
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Ajay Khandelwal
| Fund | Motilal Oswal Small Cap Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 16.48 | 3.52 | 13.76 | 2.93 |
| 3 Year | — | — | 30.44 | 18.61 |
| 5 Year | — | — | 28.18 | 21.98 |
| 7 Year | — | — | 18.36 | 15.23 |
| 10 Year | — | — | 18.14 | 13.95 |
As on 24-7-2025
Past Performance of Atul Mehra
| Fund | Motilal Oswal Large Cap Fund | It’s Benchmark | Motilal Oswal Balanced Advantage Fund | It’s Benchmark |
| 1 Year | 18.14 | 3.74 | -4.25 | 3.79 |
| 3 Year | — | — | 12.13 | 14.77 |
| 5 Year | — | — | 9.58 | 15.78 |
| 7 Year | — | — | 8.68 | 12.14 |
| 10 Year | — | — | — | — |
As on 24-7-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | -1.43 | 2.71 | -0.57 | 2.93 |
| 3 Year | 17.39 | 17.73 | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 24-7-2025
Past Performance of Bhalchandra Shinde
| Fund | Motilal Oswal Gold and Silver ETFs FoF | It’s Benchmark | Motilal Oswal Manufacturing Fund | It’s Benchmark |
| 1 Year | 38.08 | 38.81 | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 24-7-2025
Note on Fund Managers’ performance
X
[ C ] Our NFO Review
The thematic fund will invest in companies and sectors undergoing special situations.
This may include corporate restructuring, mergers and acquisitions, policy changes, disruptions, or unique challenges. The aim is to generate long-term capital growth.
India’s structural reforms, rising manufacturing activity, and growing exports will create such opportunities. Sectors like chemicals, defence, infrastructure, healthcare, hospitality, and IPO-bound companies are on the radar.
Ajay Khandelwal, Atul Mehra, and Bhalchandra Shinde will manage the equity portion. Rakesh Shetty will manage the debt component. Sunil Sawant will handle investments in overseas securities.
A number of Fund Houses have launched the Special Opportunites fund which include Whiteoak Capital Special Opportunities Fund (1 year return 13.80%) , Samco Special Opportunities Fund (1 year return -12.50%), Kotak Special Opportunities Fund (1 year return -4.98%).
We recommend you to monitor the fund performance for sometime post the launch and then take investment decision.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Motilal Oswal Special Opportunities Fund NFO?
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https://sahifund.com/category/nfos/
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