New NFO Alert: Motilal Oswal Innovation Opportunities Fund
Are you ready for this newly launched NFO by Motilal Oswal Mutual Fund? If yes, the latest Motilal Oswal Innovation Opportunities Fund NFO is where innovation meets conviction. Built on the motto, "think equity, think motilal oswal," this new fund offer is starting its subscription today, that is, 29th January and will close on 12th February 2025.
This expert analysis explores this NFO inside out and will help you decide whether it could be the best NFO 2025 for you or not.
But before that, let's quickly look at the key areas to focus on while investing in an innovation fund.
Advantages of Investing in an Innovation Fund
Here are the key areas that you need to know:
- Benefits from positive disruptions.
- Mitigating innovation driven competitive risks in existing portfolios.
- Benefit from the non-linearity of entirely new products/markets.
- Anti-fragility and leveraged insurance for portfolio.
Motilal Oswal Innovation Opportunities Fund Details
The table below covers the investment details of the newly launched NFO by Motialal Oswal Mutual Fund for you:
| Scheme Name | Motilal Oswal Innovation Opportunities Fund |
|---|---|
| Issue Open Date | 29.01.25 |
| Issue Close Date | 12.02.25 |
| Category | Equity - Thematic Fund |
| Benchmark | Nifty 500 TRI |
| Minimum Application Amount | Rs.500 |
| Fund Managers | Mr. Niket Shah |
| Plans & Options | Regular and Direct Plans with Growth and IDCW Option & Growth |
Must Read: Is NFO good to Invest?
What is the Value Strategy of Motilal Oswal Innovation Opportunity Fund NFO?
The New Fund Offer by Motilal Oswal Mutual Fund adopts a unique investing strategy called "QGLP" investment process. Here is what each alphabet stands for:
Q: Quality
G: Growth
L: Longevity
P: Price
This investment process will keep your investments discipline while ensuring these 4 factors that will maximize the profits and increase your ROI (Return on Investment) in the long term.
You can refer to the below picture for more clarity of this investment style:
What is the Portfolio of Motilal Oswal Innovation Opportunity Fund NFO?
The Motilal Oswal Innovation Opportunities Fund review shows that the portfolio positioning of this latest NFO is well distributed amongst a variety of components. This includes market cap agnostic, a portfolio with a high active share, a high conviction strategy, investing in disruption companies and an anti-fragile portfolio that aims to innovate the government's flagship initiative to create and promote innovation.
For example, the opening of 10,000 Atal Tinkering Labs (ATL), 1.1 Crore + students that are actively engaged in ATLs. It has also created 32000 job opportunities and supported 1000+ women-led start-ups.
Who is the Fund Manager of Motilal Oswal Innovation Fund Review?
It's time to talk about the mastermind, Mr Niket Shah, bringing over 12+ years of experience and expertise in managing many mutual funds schemes like Motilal Oswal Small Cap Fund under him. It is likely to say that this newly launched NFO is in safer hands and is expected to score good returns for you in the long term.
Is it Good to Invest in an Innovation Fund?
Here are many strong reasons to invest in an innovation fund at this point of time:
India's Infection Point of Innovation: Our nation is placed on the 3rd rank globally on the global unicorn index after United States and China, taking India closer to its inflection point of innovation. You can check out the below image for better understanding:
Global Innovation Index: India's steady progress on the path of development has led us to become a standout economies 5-year innovation surge, 2019-2024. You can see the top climbers in the below picture:
Strong Driving Forces in India: There are various contributors such as robust ecosystem, policy support, India becoming self-sufficient with campaigns like "Made in India", innovation opportunity across various theme or sector like the green energy etc.
Find Out: Top Performing Green Energy Mutual Funds 2025
Government Support: The Modi 2.0 government has announced in its Union Budget 2024 various flagship initiative to create and promote innovation that will drive the India's innovation growth story to a whole another level in the next 10 years. Look at the below picture too see the impact it created:
Moving on, let’s asses the risk profile of this latest NFO by Motilal Oswal AMC.
Will it be Safe to Invest in Motilal Oswal Innovation Opportunities Fund NFO?
The following points include how this new NFO will manage risk for consistency and sustainability of performance in the long term:
- Stock Weightage & Stock Sizing: It aims to set minimum and maximum exposure limits on the stocks it will invest in.
- Sector Sizing: It limits sector deviations relative to a benchmark.
- Diversification Strategy: It has adopted a distribution strategy by sizing the portfolio cap up to 35 stocks.
- Profit Taking / Stop Loss Framework: It uses a proprietary framework for measuring triggers in the Mutual Funds market.
- Stringent Liquidity Framework: This new fund offer ensures efficient management for the ability to take necessary actions when required.
Who Should Invest in Motilal Oswal Innovation Opportunities Fund NFO?
The following points give you strong suggestions on whether or not you should invest in the Motilal Oswal Innovation Opportunities Fund or not:
- If you are someone looking for a true to label innovation fund, this could be the Best NFO in this category for your 2025 investments.
- Are you an investor looking to participate in India's innovation growth story? If yes, this latest NFO under the equity thematic fund category gives you just that.
- This newly launched NFO is best suited if diversification is what you seek and are willing to allocate in a thematic fund; this is your perfect fit.
- If you want specialised exposure to disruptive and innovative companies that will benefit from the adoption of innovative strategies or following the innovation theme, this fund is your best bet in 2025.
- Investors planning for a long-term investment duration, say 5-7 years, with a high risk-taking nature, should definitely start an early SIP (Systematic Investment Plan) in today's date.
It’s time to conclude the Motilal Oswal Innovation Opportunities Fund NFO.
To Conclude on Motilal Oswal Innovation Opportunities Fund Review
To wrap up, it is the best time to invest in this newly launched NFO; why? You see, India's innovation is accelerating business scale-up and returns, plus the Motilal Oswal Innovation Opportunities Fund will give the potential to generate sustainable long-term wealth that is covered under this innovation theme.
You can plan a long-term SIP (Systematic Investment Plan) for up to 5-7 years and take advantage of the non-linearity products that are entirely new in the market.
