myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Innovation Opportunities

Opening:

29th January 2025

Closing:

12th February 2025

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out within 90 days from the date of allotment.

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

upto 20% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph Factor

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

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