Motilal Oswal Innovation Opps Gr

Diversified

Equity

India Growth

Others

Small Cap

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Motilal Oswal Innovation Opportunities Fund Growth focuses on Indian tech companies for growth-oriented investors.

What This Strategy Does

Motilal Oswal Innovation Opps Reg Gr is an equity fund which captures India's ₹30 trillion digital economy through a multi-cap portfolio construction, deploying capital across technology, industrials, and consumer sectors to achieve broad-based earnings growth.

CW Expert Research Notes

Consistent Outperformance

The fund has demonstrated resilient benchmark-relative behavior, outperforming in 10 of the past 12 years, highlighting its ability to deliver consistent earnings and downside protection across market cycles.

Differentiated Construction

The fund's investment process is differentiated from peers through its overweight exposure to mid-cap technology and consumer cyclical stocks, exemplified by its positions in Persistent Systems and Titan Company, reflecting a conviction in secular growth trends.

Growth Opportunity

With a reasonable valuation relative to history and peers, the fund is well-positioned to capitalize on potential catalysts such as rising capital expenditure and positive earnings revisions, although risks from high volatility and concentration in select sectors warrant monitoring.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Motilal Oswal Innovation Opps Gr

Benchmark Index

Benchmark Performance Comparison

Motilal Oswal Innovation Opportunities Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation23.8%

Sharpe Ratio0.41

Detailed Risks

Market Risk

Potential recession or demand contraction in India could undermine earnings growth.

Liquidity Risk

High mid-cap exposure could face liquidity stress during volatility spikes.

Concentration Risk

Concentrated sector bets amplify downside if those industries underperform.

Specific Strategy Risk

Regulatory changes or competitive threats could disrupt innovation thesis.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Captures India's innovation-driven growth by investing in companies at the forefront of disruption across sectors. This strategy provides exposure to businesses reshaping industries through new technologies, products or business models—capitalizing on the dynamism of an economy in transition.

Broader Market View

Market Outlook

Equity markets appear to be entering a mid-cycle phase, with consumption and earnings recovery gaining traction. This normalization backdrop, supported by trends like reviving capex and credit growth, offers an attractive entry point. However, risks such as margin pressures and cyclicality in sectors like consumer discretionary and industrials warrant a balanced approach.

Why This Strategy is Attractive Now

The strategy seems well-positioned to capitalize on the current environment through its diversified exposure across consumer, financial, and technology sectors. The portfolio's holdings in market leaders combined with a flexible, risk-adjusted approach appears aligned with the mid-cycle dynamics. With around 70 holdings and a moderate beta, the strategy could offer an attractive balance of growth and stability.

Investment Style & Process

Investment Style

The portfolio exhibits characteristics of a Quality Growth strategy, emphasizing companies with durable competitive advantages, consistent earnings growth, and reasonable valuations.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth approach focused on resilient business models and prudent valuations appears well-positioned.

High-Level Investment Process

Sourcing: The strategy appears to source investment candidates from across the market capitalization spectrum, with a tilt towards larger, more established companies. Selection: The selection process suggests a preference for companies with strong franchises, visible earnings streams, and attractive risk-return profiles relative to peers. Construction: Portfolio construction is consistent with a diversified, risk-aware approach that balances conviction and prudent diversification.

Portfolio Holdings Overview

SectoralAllocation

Services13.31%

Capital Goods21.63%

Technology28.68%

Consumers23.21%

Financial Services13.17%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Triparty RepoUtilities5.38%

Coforge LtdTechnology4.76%

Esds Software Solution LtdTechnology4.58%

RBL Bank LtdFinancial Services4.15%

InterGlobe Aviation LtdCapital Goods4.08%

CG Power & Industrial Solutions LtdCapital Goods4.02%

Syrma SGS Technology LtdTechnology3.98%

Allied Blenders and Distillers LtdConsumers3.52%

Max Healthcare Institute Ltd Ordinary SharesServices3.49%

Emmvee Photovoltaic Power LtdTechnology3.35%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Swapnil Mayekar

Lead Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Atul Mehra

Co-Portfolio Manager

Mr. Atul Mehra has experience of 8 years. Manages 60 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹689 Cr

Rakesh Shetty

Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

CW Expert Take

Motilal Oswal Innovation Opps Reg Gr focuses on emerging opportunities across market caps. Their investment philosophy emphasizes identifying structural growth trends early through rigorous fundamental research. The fund house maintains a concentrated portfolio of high-conviction ideas, with significant exposure to technology and consumer sectors. Their approach combines thematic insights with disciplined risk management, creating an opportunistic yet quality-focused equity strategy.

52 years

Combined Team Experience

₹ 20,432 Cr

Assets Under Management

Firm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

Investment Professionals49+

Global Offices250 Cities

Investment Philosophy & Approach

Focused Approach

Motilal Oswal AMC follows a focused investment approach, constructing concentrated portfolios.

Bottom-Up Analysis

The fund house emphasizes rigorous bottom-up research to identify quality growth stocks.

Long-Term Perspective

Motilal Oswal AMC maintains a long-term investment horizon, aiming for sustainable compounding.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.79%

Regulatory & Tax Information

INF247L01EM2

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)