Betting on Disruption: Motilal Oswal Launches Thematic Fund for Special Situations

Motilal Oswal Mutual Fund has launched a new thematic offering, the Motilal Oswal Special Opportunities Fund, which aims to capitalize on "special situations" such as mergers, acquisitions, regulatory reforms, and temporary setbacks. The fund will use the QGLP framework to identify fundamentally strong businesses navigating change and will be managed by seasoned experts. It is suitable for long-term investors with a 5-year+ horizon seeking capital appreciation over the long term.

Motilal Oswal Mutual Fund (MOMF) has recently announced the launch of its new thematic offering, the Motilal Oswal Special Opportunities Fund. This open-ended equity scheme, which follows a special situations theme, aims to capitalize on unique market opportunities such as mergers and acquisitions, regulatory reforms, and temporary setbacks. The fund will be managed by a team of seasoned experts and is suitable for long-term investors with a 5-year+ horizon seeking capital appreciation.

The fund's primary objective is to achieve long-term capital appreciation by investing in opportunities presented by special situations. These include corporate restructuring, mergers and acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new and emerging sectors, and companies or sectors facing temporary unique challenges. The fund will be benchmarked against the Nifty 500 Total Return Index.

The Motilal Oswal Special Opportunities Fund will adopt a focused, high-conviction, active portfolio management approach, utilizing the QGLP framework. This framework focuses on investing in Quality businesses with high Growth potential, Longevity, and at a reasonable Price. The fund seeks to benefit from company-specific events, sectoral, or macroeconomic events such as corporate actions, regulatory or policy changes, mergers and acquisitions, or temporary disruptions.

The fund is expected to be particularly relevant for sectors like manufacturing, services, FDIs, and exports, which are anticipated to grow significantly due to structural reforms like PLI, RERA, and Atmanirbhar Bharat. The fund's management team, comprising Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, and Sunil Sawant, will employ a blend of bottom-up stock picking and top-down analysis to identify companies navigating transformative phases.

The new fund offer (NFO) for the Motilal Oswal Special Opportunities Fund will be open for subscription from July 25 to August 8, 2025, with the scheme reopening for continuous repurchase/resale on August 21, 2025. Investors should assess the suitability of the scheme and consult their financial advisors before investing.

References:
[1] https://www.motilaloswalgroup.com/Media-Room/Press-Release/-/motilal-oswal-mf-launches-thematic-special-op/AM/20767
[2] https://economictimes.indiatimes.com/mf/mf-news/mf-alert-motilal-oswal-mutual-fund-launches-special-opportunities-fund/articleshow/122856357.cms