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Motilal Oswal Innovation Opportunities Fund - NFO Details, Returns & Investment Information

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Explore Motilal Oswal Innovation Opportunities Fund - A thematic equity fund investing in innovative companies. Get latest NAV, investment objective, fund managers, and investment details.

Investment Objective and Approach

The Motilal Oswal Innovation Opportunities Fund aims to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme. The scheme aims to generate returns by predominantly investing in stocks of companies that will benefit from the adoption of innovative strategies or following the innovation theme.

Investment Strategy:

- The Fund will invest in companies engaged in innovation through the development of new products, processes, services, solutions, platforms, or business models. The Fund will target companies categorized as Innovators (developing new products, services, or technologies), Enablers (providing tools or infrastructure for innovation), and Adaptors (adopting new technologies or strategies to enhance competitiveness).

- The Fund will focus on firms that drive market share growth through research and development (R&D) and patent development, benefiting from technological advancements.

- It will employ a bottom-up investment strategy, positioning the portfolio as "Anti-Fragile" to navigate market volatility.

- The fund will be market-cap agnostic, investing in up to approximately 35 high-conviction stocks with a high active share.

Asset Allocation:

- 80-100%: Equity and equity-related instruments of companies following the innovation theme. 0-20%: Other equity and equity-related instruments.

- 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.

Investment Philosophy:

It will follow a disciplined investment approach based on our Quality, Growth, Longevity, and Price ("QGLP") philosophy, prioritizing a minimum threshold set for ROCE/ROE to ensure sustainable growth by investing in themes identified by investment team collectively.

Fund Managers

The fund is managed by a team of experienced professionals:

Niket Shah - Chief Investment Officer & Fund Manager (Equity):

Experience: Over 14 years in the industry, managing several successful funds like the Midcap Fund and Flexi Cap Fund.

Atul Mehra - Fund Manager (Equity):

Experience: Over 16 years in investment management, focusing on multi-cap and large-cap funds.

Rakesh Shetty - Fund Manager (Debt Component):

Experience: Over 15 years in the equity, debt, and ETF market.

Sunil Sawant - Fund Manager (Overseas Component):

He will be managing the overseas component of the fund.

About the Fund House (AMC)

Motilal Oswal Asset Management Company (MOAMC) was set up as a mutual fund business in January 2010. The company is chaired by Mr. Raamdeo Agrawal, who is the Chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company's approach to investing. MOFSL is a well-diversified financial services firm offering a range of products and services in securities, commodities, investment banking, asset management and venture capital.

Key Highlights:

- Motilal Oswal Group carries a legacy of over three decades in equities and is widely respected for its deep-rooted expertise in the Indian capital markets. MOAMC has been a pioneer in the Portfolio Management Services (PMS) space with a performance track record spanning over 20 years & is also a recognized leader in Long Only Category III Alternative Investment Funds (AIFs).

- MOAMC became the first AMC to ring the NASDAQ Stock Market opening bell in 2011.

- MOAMC crossed the $1 Billion mark in PMS assets and equity mutual funds in 2016, a number that it reached in record time.

Investment Philosophy:

MOAMC follows an investment style built on the philosophy of High Quality, High Growth. Central to this approach is the proprietary QGLP framework — standing for Quality, Growth, Longevity, and Price. This philosophy forms the cornerstone of MOAMC's long-term, research-driven approach to wealth creation.

Fund House Performance:

- Founded in 2008, 12+ Lakh plus happy customers!

- We are an equity-focused AMC with a unique Hi-Quality Hi-Growth investment process.

Should I Invest in Motilal Oswal Innovation Opportunities Fund?

This fund is suitable for investors who:

Target Investors:

- Investors who want an exposure to stocks of companies that will benefit from the adoption of innovative strategies or following the innovation theme... Investors who can stay invested for the long term (minimum 5 to 7 years).

- If you're looking for long-term growth and are open to investing in newer, more dynamic industries, this NFO may suit your investment style. It's especially ideal for investors who are comfortable with some level of risk and want exposure to the future of technology and business.

Investment Considerations:

- While it's hard to predict exact returns, funds focused on innovation often have high growth potential. However, with higher potential rewards also comes higher risk, so it's important to align your investment with your risk appetite and long-term financial goals.

- Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.

- Innovation-driven companies can sometimes be more volatile.

Key Fund Details:

- Minimum SIP Amount: ₹ 500/- and in multiples of ₹ 1/- thereafter

- Exit Load: A 1% exit load will apply if redeemed within 90 days of allotment.

- Benchmark: The benchmark for the fund is the Nifty 500 Total Return Index.

- Risk Level: The Motilal Oswal Innovation Opportunities Fund Direct Growth is rated Very High risk.

FAQs

What is today's NAV of Motilal Oswal Innovation Opportunities Fund?

The NAV changes daily and can be found on the fund house website, Groww, Angel One, or other mutual fund platforms. Please check the latest NAV before investing.

What is the AUM of Motilal Oswal Innovation Opportunities Fund?

As of June 27, 2025, the fund has an Asset Under Management (AUM) of ₹182.41 Cr.

What is the expense ratio of Motilal Oswal Innovation Opportunities Fund?

The fund has an expense ratio of 2.44, which is quite reasonable as compared to most other equity mutual fund schemes.

What are the returns of Motilal Oswal Innovation Opportunities Fund since inception?

This fund was launched on January 29, 2025, so it's a relatively new fund with limited performance history.

What is the minimum SIP amount to invest in Motilal Oswal Innovation Opportunities Fund?

Minimum SIP Investment is set to ₹500.

How do I invest in Motilal Oswal Innovation Opportunities Fund?

You can invest through Allvest's platform or directly through the AMC's website, mobile app, or through authorized distributors and financial advisors.

How to start a SIP in Motilal Oswal Innovation Opportunities Fund?

You can start a SIP through Allvest's platform by selecting the fund, choosing the SIP amount and frequency, and setting up auto-debit instructions.

How do I automate an SIP in Motilal Oswal Innovation Opportunities Fund?

Once you set up the SIP through Allvest, the investment will be automatically debited from your bank account on the chosen date each month.

How can I withdraw/redeem my investment in Motilal Oswal Innovation Opportunities Fund?

You can redeem your investment through Allvest's platform or the AMC's website. Note that a 1% exit load applies if redeemed within 90 days.