Motilal Oswal Innovation Opportunity FUND NFO

 

Motilal Oswal Innovation Opportunity FUND NFO 

Fund Objective - 

• Long Term Capital Appreciation
• Equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
• No Assurance that the achieved scheme objective.

Basic Details - 

• Minimum SIP - 500 Rs
• Minimum Lumpsum - 500 Rs
• NAV - 10 Rs
• Start Date - 29 January 2025
• End Date -12 February
• Allotment date - 18 February 2025
• Benchmark - Nifty 500 TRI
• Locking Period - No Locking Period
• Scheme Type - Open Ended
• Plan - Growth
• Exit Load -1% if redeem within 90 days form the date of allotment
• Stamp Duty - 0.005
• Risk - Very High Risk
• Category - Sector / Thematic
• Fund Manager - Mr. Niket Shah, Mr Atul Mehra, Mr Sunil Sawant, Mr Rakesh Shetty 
• Plan - Direct & Regular
•  Equity Allocation - Minimum 80% to Maximum 100%
• Expanse Ratio - Upto 2.25% if AUM Increase expanse ration decrease

Innovation - 

• Technological Advancement 
• New Product Development 
• Service Improvement
• New Market Opportunities 
• Advancement in Process

Investment Strategy - 

• This Scheme will follow QGLP Strategy
• Q - Quality ( ROE & ROCE )
• G - Growth ( Sustainable Theme )
• L - Longevity ( Sustainable Theme )
• P - Price ( PEG, P/E , DCF, Implied Return & Implied Growth )

Risk Management - 

• Minimum & Maximum Stock Exposure limit Set.
• Limit of Sector Deviation Relative to Benchmark.
• Portfolio Size Caped uptown 35 Stocks.
• Profit taking & Stop-loss Strategy.
• Efficient Management 

Who Can Invest in this Scheme - 

• If you think for Innovation Fund
• If you want to participate in India innovation growth story.
• if you want to invest in thematic fund
• if you want to invest in more then 3 year
• if your risk appetite is very high

Risk Involve - 

• Market Risk
• Theme Specific Ris
• Equity Oriented Risk
• Innovation Risk
• Concentration Risk
• Government Policy Risk
• Non-Diversification Risk
• Management Risk
• Rebalancing Risk
• Volatility Risk & News Risk
• Etc…

Risk-O-Meter - 

• Benchmark Risk o Meter - Very High Risk
• Fund Scheme Risk o Meter - Very High Risk

Invest Now - Click here

Watch Scheme Video - Click here

Download Scheme PDF - Click here

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.