Latest news with #Nifty500TotalReturnIndex
Time of India
5 days ago
- Business
- Time of India
MF Alert: Motilal Oswal Mutual Fund launches special opportunities fund
Motilal Oswal Mutual Fund has announced the launch of its new fund offer (NFO) of Motilal Oswal Special Opportunities Fund which is an open-ended equity scheme following special situations theme. The new fund offer or NFO of the fund will open for subscription on July 25 and will close on August 8. The scheme re-opens for continuous repurchase/resale on August 21. Explore courses from Top Institutes in Please select course: Select a Course Category Also Read | Gold ETF has beaten Nifty ETF 7 times in 10 years. How to invest now? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » The primary objective of the scheme is to achieve long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. The performance of the fund will be benchmarked against Nifty 500 Total Return Index and will be managed by Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, and Sunil Sawant. Live Events The fund aims to capitalize on special opportunities in the market by following MOMF's QGLP framework—investing in Quality businesses with high Growth potential, Longevity, and at a reasonable Price. It will adopt a focused, high-conviction, active portfolio management approach. The fund seeks to benefit from company specific (events/ developments), sectoral, or macroeconomic events such as corporate actions, regulatory or policy changes, mergers and acquisitions, or temporary disruptions. The fund is suitable for investors seeking to invest predominantly in equities and equity related instruments following a special situations theme and aiming for capital appreciation over the long term. Also Read | Are ELSS or tax-saving mutual funds losing their sheen in new tax regime? 'The Motilal Oswal Special Opportunities Fund is intended for investors seeking to benefit from evolving market dynamics driven by special situations such as policy reforms, corporate actions, and structural shifts across sectors. Leveraging our research-led QGLP investment framework, the fund seeks to build a focused portfolio of companies navigating such transitions, with an emphasis on long-term capital appreciation,' said Prateek Agrawal, Managing Director and Chief Executive Officer at Motilal Oswal Asset Management Company 'Manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat. We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases. This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms. As growth-oriented managers, our aim is to align with India's evolving economic landscape and seek long term capital appreciation,' said Ajay Khandelwal, Fund Manager at MOAMC.
&w=3840&q=100)
Business Standard
5 days ago
- Business
- Business Standard
Motilal Oswal MF launches Special Opportunities Fund; check key details
Motilal Oswal Special Opportunities Fund: Motilal Oswal Mutual Fund is set to launch the Motilal Oswal Special Oppotunities Fund, an open-ended equity scheme following special situation's theme. The new fund offer (NFO) will open on Friday, July 25, 2025 and close on Friday, August 8, 2025. According to the scheme information document, the scheme aims to generate long-term capital by investing in opportunities presented by special situations such as corporate restructuring, merger & acquistions, government policy, and/or regulatory changes, disruption, upcoming and new trends, new & emerging sectors, companies or sectors going through temporary unique challengess and other similar instances. However, there is no assurance that the investment objective of the scheme will be achieved. The scheme will track the Nifty 500 Total Return Index (TRI). "The fund aims to capitalise on special opportunities in the market by following MOMF's QGLP framework - investing in Quality businesses with high Growth potential, Longevity, and at a reasonable Price. It will adopt a focused, high-conviction, active portfolio management approach," Motilal Oswal MF said. Ajay Khandelwal, fund manager at Motilal Oswal AMC said that, manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat. "We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases. This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms," he added. Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty and Sunil Sawant will be the designated fund managers for the scheme. During the NFO, investors can invest a minimum of ₹500 and in multiples of ₹1 thereafter. Through a weekly or monthly Systematic Investment Plan (SIP), the minimum investment amount required is ₹500 and can be increased in multiples of ₹1 thereafter. According to the SID, if units are redeemed or switched out within 3 months from the date of allotment, a 1 per cent of the Net Asset Value (NAV) will be charged as an exit load. However, no exit load will be charged if units are redeemed or switched out after 3 months from the date of allotment. As per the risk-o-meter, the funds invested in the scheme will be at very high-risk. Motilal Oswal Special Opportunities Fund: Should you invest? According to the SID, the fund is suitable for investors seeking long-term capital appreciation by investing predominantly in equities and equity relate instruments of special situations theme. However, investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Mint
18-07-2025
- Business
- Mint
Deepak Shenoy-backed Capitalmind Mutual Fund launches first NFO with flexi-cap scheme. Details here
Capitalmind Mutual Fund, backed by ace investor Deepak Shenoy, launched its first-ever mutual fund — a flexi-cap scheme with a quant-led strategy — on Friday, July 18. The new fund offer (NFO) of the flexi-cap scheme will close on July 28. The fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap and small-cap stocks. The mutual fund is an actively managed, market-cap agnostic equity scheme with a systematic, quantitative investment approach, the Capitalmind Mutual Fund said in a press release. Explaining the rationale behind the stock picking, the mutual fund house said its flexi-cap fund uses a multi-factor approach with momentum at its core, dynamically allocating across stocks from different market capitalisation, with built-in risk management and hedging flexibility. "A key attribute of the Capitalmind Flexi Cap Fund is its design to eliminate behavioural biases and reduce discretionary decision-making in equity allocation. The strategy is rooted in data-led discipline but remains flexible in its execution depending on market cycles. The strategy will also incorporate hedging techniques where necessary to manage downside risk," the release added. The scheme is benchmarked against the Nifty 500 Total Return Index (TRI) and is classified under the 'Very High Risk' category. The minimum initial investment during the NFO period is ₹ 5,000 and in multiples of ₹ 1 thereafter. For Systematic Investment Plans (SIPs), the minimum is ₹ 1,000 per instalment with a minimum of six instalments. Investors can also switch into the scheme with a minimum of ₹ 1,000. An exit load of 1% of applicable NAV applies to investments that are less than one year. The fund is available in the growth option, both Regular and Direct modes. Capitalmind Flexi-Cap Fund will allocate at least 65% to equity and equity-related instruments, and up to 35% in debt securities and money market instruments, with a provision to invest up to 10% in REITs and INVITs. "While the primary allocation will remain in equities, the dynamic nature of the strategy ensures flexibility to reposition during adverse market cycles or volatility spikes using predefined hedging rules," the company said. Deepak Shenoy, CEO, Capitalmind Mutual Fund said, 'Over years of in-house research and real-time execution at CFSL in portfolio management, Capitalmind has developed a proprietary framework that adapts to market momentum, adjusts when that momentum shifts, and applies multi-factor rules to mitigate risk during volatile or uncertain phases'. He further added, 'The Capitalmind Flexi Cap Fund is designed around a rule-based, quantitative approach that minimizes bias and emotion in portfolio construction. Rather than relying on forecasting or market narratives, the strategy uses data-driven factors to guide investments across the full spectrum of market capitalizations; large, mid, and small-cap stocks.' Disclaimer: This story is for educational purposes only. The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
&w=3840&q=100)
Business Standard
18-07-2025
- Business
- Business Standard
Capitalmind Flexi Cap Fund debuts: Data-led, momentum-driven investing
Capitalmind Asset Management on Friday announced the launch of its first mutual fund, the Capitalmind Flexi Cap Fund, an actively managed equity scheme using a quant-led, momentum-based strategy. The fund aims to dynamically allocate across large, mid, and small-cap stocks, with built-in risk management, and is open for investment from July 18 to July 28, 2025, the company said in a statement. Key details: The fund uses a multi-factor approach with momentum at its core, dynamically allocating across large, mid, and small-cap stocks, with built-in risk management and hedging flexibility NFO runs from July 18 to July 28, 2025; benchmarked to Nifty 500 TRI, with a minimum investment of ₹5,000 and SIPs starting at ₹1,000 The fund will allocate a minimum of 65% to equity and equity-related instruments, and up to 35% in debt securities and money market instruments, with a provision to invest up to 10% in REITs and INVITs. While the primary allocation will remain in equities, the dynamic nature of the strategy ensures flexibility to reposition during adverse market cycles or volatility spikes using predefined hedging rules. Investment strategy decoded: The fund's design eliminates behavioral biases and reduce discretionary decision-making in equity allocation. The strategy is rooted in data-led discipline but remains flexible in its execution depending on market cycles. The strategy will also incorporate hedging techniques where necessary to manage downside risk. All you should know about the Fund: Units will be allotted post closure, with the scheme benchmarked against the Nifty 500 Total Return Index (TRI) and classified under the 'Very High Risk' category in the SEBI Risk-o-Meter. The minimum initial investment during the NFO period is ₹5,000 and in multiples of ₹1 thereafter. For Systematic Investment Plans (SIPs), the minimum is ₹1,000 per installment with a minimum of six installments. Investors can also switch into the scheme with a minimum of ₹1,000. An exit load of 1% of applicable NAV applies to investments that are less than one year. The fund is available in the growth option, both Regular and Direct modes. With this launch, Capitalmind Mutual Fund marks its entry into the mutual fund space, drawing upon the extensive experience and track record of its sponsor, Capitalmind Financial Services Private Limited (CFSL). "Known for its legacy in quantitative research, systematic investing, and investor-first thinking, CFSL now brings these strengths into a regulated, retail-ready product through the Capitalmind Flexi Cap Fund, crafted for long-term investors with a high-risk appetite who seek disciplined, strategy-backed exposure to equity markets," the company said. As India transitions from an emerging market to a more mature, domestically driven economy, there's growth potential across sectors and company sizes. This shift creates opportunity but also complexity, and requires investors to go beyond traditional, fixed-cap approaches. 'The Capitalmind Flexi Cap Fund is designed around a rule-based, quantitative approach that minimizes bias and emotion in portfolio construction. Rather than relying on forecasting or market narratives, the strategy uses data-driven factors to guide investments across the full spectrum of market capitalizations; large, mid, and small-cap stocks," said Deepak Shenoy, CEO, Capitalmind Mutual Fund. 'We designed the Capitalmind Flexi Cap Fund to do two things well; stay in step with the market's strongest trends and to change allocation when the data says risk is rising. By combining momentum with a dynamic mix of other proven factors, our rules-based framework moves across large, mid, and small cap opportunities while being mindful of downside risk. The result, we believe, is a disciplined yet agile investment approach that lets investors compound wealth over the long term without having to predict the market's next move.' said Anoop Vijaykumar, Head of Equity & Fund Manager, Capitalmind Asset Management Pvt. Ltd. Capitalmind Mutual Fund has partnered with Kfin Technologies Ltd. as the Registrar & Transfer Agent (RTA) and Deutsche Bank AG as the custodian for the scheme.
