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Fund Facts
  • Name of Fund:
    Motilal Oswal Innovation Opportunities
  • Opening:
    29th January 2025
  • Closing:
    12th February 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out within 90 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Niket Shah, Atul Mehra, Rakesh Shetty, Sunil Sawant

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Union Innovation & Opportunities Fund -0.22(6M) 23.55(1Y)
ICICI Prudential Innovation Fund -2.71(6M) 21.03(1Y)

Fund Prognosis

Idea Distiller

It is a brave new world which demands newer scheme attributes. And innovation is a catchy theme now.

  • Fund House AAUM:

  • Rs 9251165.12 Lakhs(as on 31st December, 2024)

  • Fund Manager:

  • Combined experience of above 15 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I doubt how deep the basket is …if innovation is the key differentiator. Lets see how the scheme portfolio holds up.