The investment landscape is ever-evolving, and innovation-driven companies are at the forefront of change. Motilal Oswal Asset Management Company has launched a New Fund Offer (NFO) – the Motilal Oswal Innovation Opportunities Fund to capitalise on this theme. This fund aims to provide investors with an opportunity to participate in businesses that drive and benefit from innovation.
Key Details of the NFO
NFO Period: Open now and closes on February 12, 2025
Investment Objective: The fund aims for long-term capital appreciation by investing in companies that leverage innovation for growth.
Benchmark Index: Nifty 500 Total Return Index (TRI)
Minimum Investment: ₹500 (additional investments in multiples of ₹500)
Exit Load: 1% exit load for redemptions within 90 days
Risk Level: High-risk investment due to equity exposure
Investment Strategy
The fund will primarily invest in innovation-driven companies across various sectors. The allocation is structured as follows:
80-100% in equity & equity-related instruments aligned with the innovation theme
0-20% in other equity-related instruments
0-20% in debt and money market instruments
0-10% in REITs & InvITs
This strategy ensures that investors get exposure to companies driving disruption, technology adoption, and forward-thinking business models.
Why Innovation?
#Potential for Wealth Creation
#India Innovates
#Global Innovation Index
#Global Unicorn Index
Who Should Invest?
This fund is ideal for investors who:
Believe in the long-term potential of innovative companies
Have a high-risk appetite and long investment horizon
Want to diversify their portfolio with growth-oriented businesses
Fund Management Team
The fund is managed by a team of experienced professionals:
Niket Shah
Atul Mehra
Rakesh Shetty
Sunil Sawant
Conclusion
The Motilal Oswal Innovation Opportunities Fund presents an attractive opportunity for investors looking to capitalize on the innovation wave. With a well-defined investment strategy and experienced fund managers, it offers a promising investment avenue. However, as with all equity funds, investors must assess their risk tolerance before investing.
If you’re interested in participating in this NFO, consult a financial advisor for more details.
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