Fund Snapshot
| Year of Inception | 2021 |
| Number of Stocks | 15-20 |
| Investment Horizon | 4 years |
| Fund Managers | Atul Mehra |
Investment Philosophy
Unique Feature
Key Investment Framework : Winner Categories, Category Winners
Winner Categories are categories (i.e. sectors) which are –
(1) Expected to grow at least 1.5x nominal GDP growth; and
(2) Consolidated i.e. not too many players to partake of the expected growth.
Category Winners are companies in Winner Categories with:
(1) Entry Barriers / Competitive advantage and
(2) Great Management.
Winning investments are Category Winners
bought at reasonable valuation.
What Are Opportunity Funds?
Opportunity funds are just a subset of mutual funds that buy stocks of businesses with strong potential for growth with the money collected from investors.
Then again, how are businesses identified as having strong growth potential? The manager of the mutual fund enters the picture at this point. As you may already be aware, all actively managed mutual funds have a mutual fund manager in charge of making important and relevant decisions for the fund. To identify the businesses with the highest potential for future growth, they conduct an in-depth analysis of numerous organizations’ fundamental and technological aspects.
Opportunity funds’ main goals are to enhance the potential for wealth creation and provide investors with outperformance returns. Additionally, there are no certain limitations on the kind of businesses or markets in which opportunity funds can participate. Opportunity funds typically invest in businesses that operate in various industries and have various market capitalizations.
Additionally, since opportunity funds tend to invest mainly in businesses with strong potential for future growth, the mutual fund’s portfolio is always altering to keep up with the consistently shifting growth rates. For instance, if the automotive and pharmaceutical sectors are expected to develop this year, the fund manager will add equities from these sectors to the fund’s portfolio.
And if the banking and infrastructure sectors are in their growth phase in the upcoming year, the fund manager will aim to include businesses from these sectors. This continues forever.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Atul Mehra
Atul has over 12 years of experience in equity research and fund management specializing in mid and small cap space, with over 7 years with Motilal Oswal Group. Before joining Motilal Oswal, he was associated with Edelweiss Capital. Atul is a Chartered Financial Analyst (CFA) from CFA Institute, USA and a Masters in Commerce.
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