MUTUAL FUNDS
Motilal Oswal Mutual Fund files offer document for Special Opportunities Fund
Mar-27-2025

Motilal Oswal Mutual Fund has filed offer document with SEBI to launch an open-ended equity scheme named ‘Motilal Oswal Special Opportunities Fund'. The New Fund Offer price for units would be Rs 10 during the NFO period. Entry load will be nil and Exit load will be 1% -If redeemed within 3 months from the day of allotment, and Nil- If redeemed after 3 months from the date of allotment. The Scheme offers Growth Option and Income Distribution Cum Capital Withdrawal Option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance of the scheme will be benchmarked against Nifty 500 TRI. The minimum application amount is Rs 500 and in multiples of Re 1 thereafter.

The investment objective of the scheme is to achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances.


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