Motilal Oswal Innovation Opportunities Fund – New Draft Filing with SEBI

Introduction

Motilal Oswal Asset Management Company has filed the draft for its Innovation Opportunities Fund with SEBI. This is an open-ended equity scheme that follows an innovation theme, aimed at achieving long-term capital appreciation by investing in companies that benefit from adopting innovative strategies.

Fund Overview

Fund Name: Motilal Oswal Innovation Opportunities Fund
Category: Thematic Fund
Scheme Type: Open-ended equity scheme following an innovation theme
Objective:
The fund aims to generate long-term capital appreciation by primarily investing in equity and related instruments of companies that are focused on innovation. The portfolio will include companies that adopt or enable innovative strategies across various sectors such as healthcare, technology, and manufacturing.

Who Manages the Fund?

The fund will be managed by experienced professionals from Motilal Oswal AMC:

• Niket Shah
  Role: Fund Manager – Equity
  Experience: Over 14 years in the industry, managing several successful funds like the Midcap Fund and Flexi Cap Fund.
• Atul Mehra
  Role: Fund Manager – Equity
  Experience: Over 16 years in investment management, focusing on multi-cap and large-cap funds.
• Rakesh Shetty
  Role: Fund Manager – Debt Component
  Experience: Over 15 years in the equity, debt, and ETF market.

Benchmark Index

The performance of the Motilal Oswal Innovation Opportunities Fund will be benchmarked against the Nifty 500 TRI (Total Return Index). This benchmark represents a broad range of sectors and industries that align with the fund’s innovative investment approach.

Asset Allocation

The fund will allocate its assets across various instruments as follows:

• 80-100%: Equity and equity-related instruments of companies following the innovation theme.
• 0-20%: Other equity and equity-related instruments.
• 0-20%: Debt and money market instruments.
• 0-10%: Units of REITs and InvITs.

The fund also has provisions for investing in overseas securities including units of foreign mutual funds and ETFs up to 30% of the net assets, making it a globally diverse portfolio.

Key Features

• Investment Strategy:
  The fund will focus on companies that are disruptors in their respective industries, adopting innovative technologies and processes. It targets sectors like healthcare, manufacturing, fintech, digital advertising, and more.
• Risk Management:
  The fund management emphasizes the importance of balancing innovation-driven high-growth opportunities with well-established risk management strategies. This includes stock selection based on quality, growth potential, and valuation.
• Liquidity:
  The fund offers liquidity through daily subscriptions and redemptions, in compliance with SEBI regulations.

Plans and Options

The fund will be available in both Regular and Direct plans, with options for Growth and IDCW (Income Distribution cum Capital Withdrawal) payout or reinvestment.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.