Motilal Oswal launches Multi Thematic Active Fund of Funds
What's the deal? Motilal Oswal Asset Management Company (MOAMC)Dealroom has a profile for this one. Try Dealroom → has launched the Motilal Oswal Multi Thematic Active Fund of Funds, an open-ended scheme investing in units of thematic domestic equity schemes. It targets long-term capital appreciation across multiple high-growth themes in Indian markets.
What's the endgame? The fund actively selects, monitors, and rebalances a portfolio of thematic equity schemes, sparing investors from picking themes or funds themselves. Underlying holdings can span consumption, manufacturing, infrastructure, Digital India, business cycle, and active momentum.
How is it structured? The scheme invests 95% to 100% of assets in thematic domestic equity-oriented schemes, with up to 5% in liquid, overnight, and debt instruments for liquidity. It caps exposure at 10% of NAV in any single company and avoids unrated debt, structured obligations, and overseas securities.
Bhalchandra Shinde serves as associate fund manager, while Rakesh Shetty manages debt components. Performance is benchmarked against the Nifty 500 Total Return Index, as mandated by the Securities and Exchange Board of India (SEBI).
What could go wrong? The fund carries a Very High Risk rating, reflecting its concentrated thematic focus. Investors bear costs at both the fund of funds level and within component schemes, and returns may trail those of direct investments in underlying schemes.
The details: Units are offered at US$0.14 during the New Fund Offer, with continuous NAV-based pricing afterward. Minimum lumpsum investment is US$6.79, with SIP options ranging from daily to annual, and a 1% exit load applies on early redemptions.
The signal: The launch marks MOAMC's push into actively managed thematic investing, packaging multiple sector bets into a single product. It reflects growing appetite among Indian investors for diversified exposure to the market's emerging economic drivers.
Read more: Investoo Market
Image credit: Generated with Gemini
