NFO Alert: Motilal Oswal Launches Services Fund To Generate Long-Term Wealth; All You Need To Know

Motilal Oswal has come up with a New Fund Offer (NFO) to maximise the returns of investors by putting money in the services sector. Motilal Oswal NFO will open on Tuesday, May 20 and will provide a window to investors to get direct or indirect benefit from the growth and development of the services sector in India.

Motilal Oswal Services NFO Start and End Date

Motilal NFO will remain open till June 3 and will reopen on June 16. The NFO allows investors to put their money via systematic investment plan (SIP) or via lumpsum. Motilal NFO's benchmark is the Nifty Services Sector Total Return Index (TRI).

India's services sector has emerged as the key driver of its economic development and has majorly contributed to GDP. Launching an NFO designed to channelise investment into the sector may offer compelling long-term investment opportunities, according to Prateek Agrawal, MD & CEO of Motilal Oswal Asset Management Company.

"Our new Sectoral fund is designed to tap into this structural growth story and enable investors to gain exposure to the services-led transformation of India's economy," noted Agrawal.

Motilal Oswal New NFO: Who Will Be The Fund Managers?

Bhalachandra Shinde, Associate Fund Manager-Equity Component; Ajay Khandelwal, Atul Mehra, Fund Managers of Equity component; Rakesh Shetty Fund Manager of Debt Component and Sunil Sawant Fund Manager of Overseas Securities will manage the fund, according to the company press release.

Motilal Oswal Services Fund NFO: Who Should Invest?

The new fund offer (NFO) comes with high risk. It is ideal for investors who are willing to get long term capital appreciation with investment in equities and equity related instruments of companies associated with the services sector of the economy.

Motilal Oswal Services Fund NFO: What Is The Portfolio Strategy?

Motilal Oswal Services Fund's main strategy is to maximise returns by investing in equity or equity related investments ofcompanies engaged directly or indirectly in the services sector. The fund will also have exposure to companies that are expected to benefit from growth and development of the services sector in India.

India's services sector is one of the most consistent and resilient contributor of the country's Gross Value Added (GVA) and it reflects stable performance, according to MOAMC's internal research. India's services sector grew at a pace of 8.3% between financial year 2022-23 and financial year 2024-25.

Over the last decade, services sector contribution in India's GVA has increased 109-fold, according to Motilal Oswal's data. On the global stage, India ranks 7th in services exports, with 4.3% share. Notably, the sector has remained in the expansionary zone for 41 consecutive months since August 2021, underscoring its stability and long-term growth potential.

Motilal Oswal Services NFO: How To Apply?

To apply for Motilal Oswal Services NFO, investors must use the application forms, transaction request included in the Key Information Memorandum (KIM). They are required to fill additional forms available at investors services centres. For more information or financial/nonfinancial transactions, investors can visit www.motilaloswalmf.com.

During and after the NFO period, investors can avail online facilities like SIP, STP, systematic withdrawal plan (SWP), transaction through electronic mode or stock exchange, mobile facility, online facility, application through mutual fund utility platform, etc.