Latest news with #QGLP
Entrepreneur
6 days ago
- Business
- Entrepreneur
Motilal Oswal Mutual Fund Launches Special Opportunities Fund
The fund follows MOMF's QGLP framework to invest in quality, high-growth businesses at reasonable prices, targeting special situations for long-term capital appreciation through active, focused equity portfolio management. You're reading Entrepreneur India, an international franchise of Entrepreneur Media. Motilal Oswal Mutual Fund has announced the launch of its latest thematic offering, the Motilal Oswal Special Opportunities Fund. This open-ended equity scheme will follow a special situations theme and aims to capture long-term capital appreciation by investing in companies undergoing significant events such as corporate restructuring, mergers and acquisitions, regulatory changes, and other transformative developments. The New Fund Offer (NFO) will be open from July 25, 2025 to August 8, 2025. The scheme will re-open for continuous repurchase and resale from August 21, 2025. It will be benchmarked against the Nifty 500 Total Return Index. The fund seeks to tap into a wide range of market opportunities arising from both micro and macro-level disruptions. These include emerging sectors, policy reforms, structural economic shifts, and temporary company-specific or sectoral challenges. It will follow Motilal Oswal's proprietary QGLP investment philosophy, which focuses on Quality, Growth, Longevity, and reasonable Price. Prateek Agrawal, Managing Director and Chief Executive Officer of Motilal Oswal Asset Management Company, stated, "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." Ajay Khandelwal, Fund Manager at Motilal Oswal AMC, highlighted, "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 be actively managed by a team of experienced professionals including Ajay Khandelwal, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, and Sunil Sawant, covering equity, debt, and overseas securities. Motilal Oswal AMC, part of the Motilal Oswal Group with over three decades in equities, continues to expand its product range for investors seeking strategic, long-term growth.
News18
7 days ago
- Business
- News18
NFO Alert: Motilal Oswal Unveils Special Situations Equity Fund; What It Means
Last Updated: Motilal Oswal Mutual Fund has launched the Motilal Oswal Special Opportunities Fund, an open-ended equity scheme focusing on special situations. NFO: Motilal Oswal Mutual Fund, an equity-focused fund house, has announced the launch of its New Fund Offer (NFO) 'Motilal Oswal Special Opportunities Fund' ('the scheme'), an open-ended equity scheme following special situation's theme. The fund will be opened between July 25, 2025 to August 8, 2025. The Scheme will re-open for continuous repurchase/resale on August 21, 2025. 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. However, there is no assurance that the investment objective of the scheme will be achieved. The fund will attempt to beat the benchmark Nifty 500 total return index. 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 long term. The Fund will be managed by Mr. Ajay Khandelwal (Fund Manager – Equity component), Mr. Atul Mehra (Fund Manager – Equity component), Mr. Bhalchandra Shinde (Associate Fund Manager – Equity Component), Mr. Rakesh Shetty (Fund Manager – Debt Component), and Mr. Sunil Sawant (Fund Manager – Overseas Securities). Commenting on the launch of the fund, Prateek Agrawal, Managing Director ('MD') and Chief Executive Officer ('CEO') at Motilal Oswal Asset Management Company Ltd ('MOAMC), said, '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." view comments Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
Economic Times
18-07-2025
- Business
- Economic Times
No chill without volatility: Prateek Agrawal on playing the long game in India's new market era
ET Spotlight Initiative Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads (This article is generated and published by ET Spotlight team. You can get in touch with them on etspotlight@ In an insightful episode of the ETMarkets webinar—known for bringing front-row insights from the biggest minds in investing—Prateek Agrawal, Managing Director and CEO of Motilal Oswal Asset Management Company (MOAMC), shared his perspectives on wealth creation in today's market. He offered an in-depth look at how the fund house prepares Indian investors for the future through its focused, growth-oriented investment strategy. Moderated by Sridhar Janada, the conversation explored the philosophy underpinning MOAMC's high-performing funds, its unique position in the mutual fund landscape, and the mindset investors—especially Gen Z—need to cultivate in an age of compounding, volatility, and rapid market the context, Agrawal noted MOAMC's emergence as a differentiated player in India's vibrant mutual fund industry. 'We are a young AMC and, you know, being young, you learn from people who have been there before and have done it all. So we did that,' he reflected. Yet the company has not shied away from bold bets. 'We have a few firsts to our credit… focused, high-conviction investing, which we think is a very, very premium portfolio construct.'The firm's philosophy draws heavily from the QGLP (Quality, Growth, Longevity, Price) framework pioneered by Motilal Oswal's co-founder Ramdeo Agrawal. 'This is one house that is very unique in alignment of interest… a lot of the firm's money is invested in our funds. So while we have crossed ₹1.5 lakh crore AUM, over ₹8,000 crore may be house money,' said Agrawal, highlighting how skin in the game deepens much of MOAMC's growth has been attributed to performance, Agrawal believes consistent communication plays an equally important role. 'Performance may be the first thing that makes people look at us… but what we are also trying to do at the same time is to explain what we are doing.'MOAMC's equity-only strategy is by design, not default. 'We run funds which are focused on high conviction, but at the same time very different from the index. Our tracking error is very high—some funds have over 90% deviation from the index. We are not somebody you should think is a consistent, close-to-index performer.'He added that for investors seeking more predictable outcomes, MOAMC offers passive alternatives. 'If you want close to index performance… Passive funds are a cheaper way of attaining the same goals. For actively managed funds, we think our constructs are very different. Come to us for growth. If you can digest volatility, we are good for you.'The tagline 'High Quality, High Growth' is backed by rigorous fund management principles. 'It comes from the QGLP philosophy of the house… ultimately markets follow earnings growth,' explained Agrawal. 'If the business grows in sales, more in profits, even better in cash flows—and does that over a long period of time, clearly the value of the business has increased.'MOAMC's strategy is to identify narrow pockets of high-growth opportunity across the Indian economy. 'We are a medium-sized house. Our funds are small. It is possible for us to position ourselves in the nooks and corners of the market which offer this kind of growth,' he said, citing themes like electronic manufacturing, renewables, new tech, luxury, and capital markets as key areas of recent fund performance, Agrawal offered a transparent view: 'FlexiCap is ranked one now for three years… LMC is ranked one for all periods of its existence… Multicap has had a stellar performance.'However, he reiterated that outperformance comes with inherent volatility. 'Don't expect close to index numbers from us. We are not built for that.' Instead, MOAMC encourages investors to pair growth-focused funds with value strategies to balance their portfolios over duality—embracing volatility while delivering alpha—is at the core of MOAMC's communication strategy. 'This is the time for alpha… We say money is being made this way; this is how we invest. There is probably a higher predictability of performance.'Looking ahead, Agrawal was bullish on both the Indian economy and mutual fund penetration. 'Equities as an asset class have very low penetration in India… below 5%. As per capita income grows, it converts a country of savers into a country of investors. That journey has started.'He believes mutual fund growth will outpace GDP growth in the coming years. 'The fund industry will grow significantly faster than the economy itself… We are very positive about the outlook. This is just the beginning.'In closing, Agrawal delivered a compelling message to young investors: 'Over a long period of time, what makes you money is the ability of the business to keep compounding earnings… focus on quality in combo with growth.'He advised caution against relying on external funding for business expansion. 'If you are financing your growth through internal accruals, the predictability and sustainability of that growth is very high… The purest sense is that the organic growth you generate is constrained by your return on invested capital.'Longevity, he added, is key. 'Longevity is super important. You start with 'L' in QGLP—spaces, which will afford you longevity of growth. One-period growth is of very little use.'For Motilal Oswal AMC, future-proof investing is about more than just chasing returns. It is about discipline, conviction, and clarity of purpose—anchored in a philosophy that sees volatility not as risk, but as Agrawal summed up: 'Alpha is here to stay… and we believe the time for growth investing has come.'
