Adani Enterp.
2245.2 67.10
Adani Ports
1332.7 7.70
Apollo Hospitals
7129.5 45.00
Asian Paints
2488.1 12.50
Axis Bank
1066.7 8.60
Bajaj Auto
8171.5 -52.50
Bajaj Finance
877.8 0.65
Bajaj Finserv
1917.1 -2.10
Bharat Electron
386.3 1.70
Bharti Airtel
1860.5 1.90
Cipla
1504.3 18.50
Coal India
379.2 -0.50
Dr Reddy's Labs
1226.1 14.70
Eicher Motors
5670 7.00
Eternal Ltd
302.7 1.80
Grasim Inds
2748.3 56.70
HCL Technologies
1485.3 9.60
HDFC Bank
1984.2 10.30
HDFC Life Insur.
757.7 -3.85
Hero Motocorp
4560.2 -39.60
Hind. Unilever
2501.9 3.30
Hindalco Inds.
675 2.25
ICICI Bank
1426.4 -9.50
IndusInd Bank
786.3 3.85
Infosys
1427 3.90
ITC
416.3 1.80
JSW Steel
1055.8 6.60
Kotak Mah. Bank
1976.1 23.40
Larsen & Toubro
3638.8 31.20
M & M
3159 14.80
Maruti Suzuki
12542 -48.00
Nestle India
1101.9 5.40
NTPC
336.45 1.70
O N G C
232.8 -0.64
Power Grid Corpn
285.35 0.50
Reliance Industr
1368.1 0.30
SBI
822.4 18.10
SBI Life Insuran
1839.7 6.10
Shriram Finance
614.8 5.15
Sun Pharma.Inds.
1605.2 18.30
Tata Consumer
1059.6 8.60
Tata Motors
652.4 18.70
Tata Steel
158.06 0.11
TCS
3048.8 12.40
Tech Mahindra
1481.9 1.50
Titan Company
3466.2 6.00
Trent
5437.5 120.50
UltraTech Cem.
12312 155.00
Wipro
240.95 1.90
The open-ended fund is designed to invest in special situations, unique market events that can unlock long-term capital appreciation. These include corporate restructuring, mergers and acquisitions, regulatory changes, policy shifts, disruptive innovation, sectoral shifts, and temporary crises impacting specific companies or industries.
The scheme is benchmarked against the Nifty 500 Total Return Index and follows MOMF's signature QGLP framework, focusing on Quality businesses with Growth potential, Longevity, and available at a reasonable Price. The fund will employ a focused, high-conviction, actively managed strategy, concentrating on equities and equity-related instruments likely to benefit from transformational events.
The equity component will be jointly managed by Ajay Khandelwal, Atul Mehra, and Bhalchandra Shinde, while Rakesh Shetty will manage the debt component and Sunil Sawant will handle overseas securities.
The fund is aimed at long-term investors seeking exposure to special-situation-driven opportunities and is suitable for those willing to ride through short-term volatility for potential structural gains.
Prateek Agrawal, managing director ('MD') and chief executive officer ('CEO') at Motilal Oswal Asset Management Company Ltd (MOAMC), said, The Motilal Oswal Special Opportunities Fund is intended for investors seeking to benefit from evolving market dynamics driven by special situations such as policy reforms, corporate actions, and structural shifts across sectors. Leveraging our research-led QGLP investment framework, the fund seeks to build a focused portfolio of companies navigating such transitions, with an emphasis on long-term capital appreciation.
Ajay Khandelwal, fund manager at MOAMC, added, Manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat. We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases. This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms. As growth-oriented managers, our aim is to align with India's evolving economic landscape and seek long term capital appreciation.
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