Motilal Oswal Mutual Fund has launched a new equity scheme — Motilal Oswal Special Opportunities Fund, now open for subscription from 25th July to 8th August 2025. With a very high-risk profile, this NFO seeks to invest in special situations such as corporate restructuring, policy changes, disruption, and emerging sector trends to generate long-term capital appreciation.
Key NFO Details
| Details | Information |
| Fund Name | Motilal Oswal Special Opportunities Fund (Direct – Growth) |
| NFO Period | 25 July 2025 to 08 August 2025 |
| Allotment Date | 14 August 2025 |
| Category | Equity – Strategy |
| Risk Level | Very High |
| Fund Type | Open-ended |
| Benchmark | NIFTY 500 TRI |
| Minimum Investment | ₹1,000 (lumpsum), ₹500 (SIP) |
| Exit Load | Exit load of 1%, if redeemed within 3 months |
| Short-term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long-term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Investment Objective
The scheme aims to generate long-term capital appreciation by investing in opportunities created by special situations like corporate restructuring, M&As, government policy or regulatory changes, disruption, upcoming trends, emerging sectors, or companies facing unique temporary challenges.
How Does This Compare with the Category?
| Time Period | Category Avg. Returns (CAGR) |
| 1 Year | 3.44% |
| 3 Years | 16.92% |
| 5 Years | 17.96% |
| 7 Years | 17.98% |
| 10 Years | 15.84% |
| 15 Years | 15.14% |
| Since Inception | 14.22% |
Should You Invest in This NFO?
Investing in an NFO makes sense if:
• You want exposure to special situation-driven opportunities.
• You can handle very high risk and long-term market volatility.
• You believe in Motilal Oswal Mutual Fund’s fund management expertise.
However, NFOs have no past performance data, making them suitable only for informed investors.
Also Read:
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- Axis Nifty500 Quality 50 Index Fund NFO: A Quality-Driven Index Strategy for 2025
- JioBlackRock NFOs: A Comprehensive Look at 5 Index Funds for 2025
- Franklin India Multi Asset Allocation Fund NFO: A High-Risk, Diversified Strategy for 2025
About Motilal Oswal Mutual Fund
| Details | Information |
| Total AUM | ₹1,09,736 Cr (as on June 30, 2025) |
| Number of Schemes | 46 |
Some of their key equity funds include:
| Fund Name | AUM (₹ Cr) | 1Y Return | 5Y CAGR |
| Motilal Oswal Midcap Fund | 33,053 | 2.66% | 36.39% |
| Motilal Oswal Nifty Smallcap 250 Index Fund | 978 | -3.60% | 31.70% |
| Motilal Oswal Large and Midcap Fund | 11,816 | 10.26% | 30.56% |
| Motilal Oswal Nifty Midcap 150 Index Fund | 2,460 | -1.17% | 29.69% |
| Motilal Oswal ELSS Tax Saver Fund | 4,506 | 5.79% | 27.81% |
| Motilal Oswal Nasdaq 100 FOF Scheme | 5,389 | 29.03% | 20.92% |
Final Thoughts
If you’re looking for a high-risk thematic equity strategy focused on special opportunities, the Motilal Oswal Special Opportunities Fund NFO could be an option.
Before investing, review the scheme document carefully and ensure it matches your risk tolerance and long-term investment goals.
