Motilal Oswal Innovation Opps

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 benchmark-relative outperformance across multiple market cycles, delivering earnings resilience and downside protection through its disciplined investment process.

Differentiated Exposure

The fund's concentrated portfolio reflects high conviction in innovative growth companies across technology, healthcare, and consumer sectors, with overweights in mid-cap disruptors like Zomato and Nykaa.

Structural Growth Catalyst

The fund is well-positioned to capitalize on secular trends in digitalization, e-commerce adoption, and rising consumer spending, with a reasonable valuation relative to its growth prospects.

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

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 driven by high inflation could dampen consumer demand, impacting innovation-focused holdings.

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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 India's demographic dividend and entrepreneurial dynamism.

Broader Market View

Market Outlook

The global economic recovery remains uneven, with divergent growth trajectories across regions. Inflationary pressures persist, prompting central banks to tighten monetary policies. Geopolitical tensions and supply chain disruptions pose risks.

Why This Strategy is Attractive Now

This strategy offers diversified exposure to sectors and regions poised to benefit from secular trends like digitalization, automation, and sustainability. Its active management approach aims to capitalize on market inefficiencies and identify resilient businesses.

Investment Style & Process

Investment Style

The portfolio exhibits characteristics of a Quality Growth approach, emphasizing companies with durable competitive advantages, consistent earnings growth, and reasonable valuations relative to their long-term potential.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth strategy focused on companies with pricing power, recurring revenue streams, and strong balance sheets appears well-positioned to deliver attractive risk-adjusted returns.

High-Level Investment Process

Sourcing: The strategy appears to source investment ideas from a broad universe of quality companies across market capitalizations and sectors, with a preference for those demonstrating sustainable competitive advantages, strong management teams, and attractive growth prospects. Selection: The selection process likely emphasizes companies with consistent profitability, high returns on invested capital, robust free cash flow generation, and reasonable valuations relative to their growth potential and quality characteristics. Construction: The portfolio construction process suggests an emphasis on diversification across sectors and individual holdings, with position sizes reflecting conviction levels and risk management considerations.

Portfolio Holdings Overview

SectoralAllocation

Services12.83%

Capital Goods24.84%

Technology33.5%

Consumers21.62%

Financial Services7.21%

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

Atul Mehra

Lead 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

Swapnil Mayekar

Co-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.

CW Expert Take

Motilal Oswal brings a thematic approach to equity investing. Their investment philosophy focuses on identifying structural growth opportunities driven by innovation across sectors. The fund house maintains a high-conviction portfolio construction process, combining top-down analysis with bottom-up stock selection to capitalize on disruptive trends.

52 years

Combined Team Experience

₹ 20,432 Cr

Assets Under Management

Firm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

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 businesses.

Long-Term Perspective

Motilal Oswal AMC maintains a long-term investment horizon and low portfolio turnover.

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)