Motilal oswal mf: Motilal Oswal Mutual Fund (MOMF) has launched its new Fund Offer (NFO) ‘Motilal Oswal Innovation Opportunities Fund’. It is an open-end equity scheme, which will follow the innovation theme. The new fund offer of this fund (NFO) will be open from 29 January 2025 to 12 February 2025.
The objective of this fund is to achieve long-term capital appriation (long-term capital increase), although investment cannot be guaranteed that this target will be met. This scheme comes in equity scheme – sectoral/themetic category, ie its investment will be connected to a particular sector or theme. If you want to invest in companies with innovation and new technology, then this fund can be a good option for you. However, investors have to take care that there is no guarantee of returns of this fund.
Motilal Oswal Mutual Fund: focus on new trends, high-confidence investment strategy
Motilal Oswal Innovation Opportunities Fund is an investment fund that gives a chance of long-term growth by investing in new trends and innovative companies. This fund adopts the Nifty 500 Total Return Index as a benchmark and can invest in any size companies.
The investment strategy of this fund is special. It will invest in around 35 companies, which focus on innovation and can give a good opportunity to grow in future. In this, high-active shares and high-confidence approach will be adopted, which will select strong and disorder companies. This bottom-up investment will work on strategy, ie stocks will be selected keeping in mind the individual performance and capacity of the companies.
This fund wants to create a ‘anti-filazile’ portfolio, which is protected from market fluctuations and can also benefit from it. This fund is perfect for long-term investors who want to get good returns by investing in innovative companies and new trends. If you are interested in investment related to equity or equity and want to take advantage of the changes in the market, then this fund can be a good option for you.
Motilal Oswal Mutual Fund: How many rupees to start investing?
Investment in Motilal Oswal Innovation Opportunities Fund can be started from Rs 500, which is applicable for both Lampsum Investment and SIP (Systematic Investment Plan). Daily SIP can start with Rs 100, while a minimum amount of Rs 500 has been fixed for weekly, fortnightly and monthly SIP. Investments can be started from Rs 1,500 for quarterly SIP and Rs 6,000 for annual SIP.
If the date of SIP is not given, the automatic process will be done on the 7th of every month. If the date selected comes on Holiday or Non-Business Day, the transaction will be on the next business day. Default SIP frequency will be monthly.
500 rupees or account balance (whichever is low) will be applicable for redemption/switch out. Additional investment can also be started from Rs 500. Post dated checks will not be accepted. According to SEBI’s guidelines, some AMC will not apply minimum investment rules for the nominated employees.
Company statement about NFO
India is continuously moving forward in terms of innovation. In 2013, Global Innovation Index has now moved from 66th to 39th in 2024. Along with this, the Global Unicorn Index has secured third place.
Motilal Oswal Asset Management Company (Moomc) MD and CEO Prateek Aggarwal said that this change has been possible with schemes like digital transformation, startup ecosystem growth, green energy adoption and government’s PLI, Make in India. He said, “Due to India’s correct demographics, changing consumer behavior and rising disposable income, the country is moving towards the new point of innovation. This will provide major opportunities for investing in innovative and disorder companies. ”
Motilal Oswal Mutual Fund’s Chief Investment Officer Niket Shah said that Innovation Fund has been designed, especially for investors who want to take advantage of transformerist obacuultus in India’s growth story. This fund will focus on captivating the challenges or opportunities in the companies, sectors or economy where our research experts can work.
The investment of this fund will be based on strategy ‘QGLP’ (quality, growth, langvity and price) Philosophy. That is, it will have an investment in the same companies, which fulfill the minimum threshold for ROCE/ROE, so that long-term growth can be ensured.
How will the allocation happen?
65% investment will be in in-house themes.
25% will be done in the themes outside the investment house.
10% risk will be reserved for mitting.
This fund will adopt a strategy to look at temporary disorder as an opportunity and to grow growth from it, to create a long-term value.
Motilal Oswal Mutual Fund: Who is the fund manager?
The fund will be managed by Niket Shah (Chief Investment Officer, Fund Manager), Atul Mehra (Fund Manager), Rakesh Shetty (Fund Manager – Date Component) and Sunil Sawant (Fund Manager – Overseas Component).