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Motilal Oswal Mutual Fund (‘MOMF’) has announced the launch of its latest new fund offer “Motilal Oswal Infrastructure Fund”. The fund is an open-ended equity scheme following infrastructure theme.

Key Fund Details: NFO Period: 23rd April 2025 to 7th May 2025 Investment Objective: To achieve Long term capital appreciation by predominantly investing in equity and equity related instruments of companies that are engaged directly or indirectly or are expected to benefit from the growth and development of the infrastructure sector in India. However, there can be no assurance that the investment objective of the scheme will be realized. Benchmark: Nifty Infrastructure Total Return Index Portfolio Strategy: The scheme aims to generate returns by Investing predominantly in equity or equity related investments of companies that are engaged directly or indirectly or expected to benefit from the growth and development of the Infrastructure sector in India. According to MOAMCs internal research, Government Spending is budgeted to increase by 7.4% in FY26BE and 6.1% year-on-year (YOY) in FY25RE. While, the Capital Spending is budgeted to rise by 22.1% of total government spending in FY26BE. To facilitate this infrastructure development, Government has increased its allocation in infrastructure sector to INR~111 lakh crores in FY20-25 compared to INR~57 lakh crores in FY13-19. India's infrastructure landscape is undergoing significant changes, influenced by government reforms, steady GDP growth of over 7%, and increased capital expenditure across key sectors including Roads (~17x), Railways (~6.5x), Housing (~7x), and Defence (~3x).

Over the past two decades, China has rapidly emerged as the global manufacturing powerhouse, increasing its share of global manufacturing value added from 8.6% in 2004 to a dominant 30.8% in 2021. However, India’s share, while modest, has inched up from 1.5% to 2.9% during the same period, indicating a slow but steady rise. With the global supply chain rebalancing, policy support through initiatives like Make in India and the PLI scheme, India now has a significant opportunity to expand its manufacturing footprint and emerge as a key player in the global value chain. In contrast, traditional leaders like the United States, European Union, and Japan have seen a steady decline in their shares, reflecting the broader shift of manufacturing activity towards Asia.

Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company said, "India's infrastructure growth is gaining momentum. Motilal Oswal Infrastructure Fund provides investors an opportunity to participate directly in this transformation across infrastructure sector, aiming for long-term value. As capital expenditure picks up across sectors like roads, railways, energy, urban, social and digital infrastructure, we believe this fund offers a compelling opportunity to participate in India’s infrastructure development journey”.

Mr. Bhalachandra Shinde, Associate Fund Manager, Motilal Oswal Mutual Fund said, "India is on the cusp of a major infrastructure transformation — from improved roads and railways to power, ports, and digital connectivity, supporting the country’s manufacturing ecosystem and global integration. This fund aims to provide retail with exposure to companies involved in infrastructure and related sectors. We aim to create a well-diversified portfolio that taps into long-term opportunities while staying mindful of risks, with the goal of delivering steady value over time."

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). The fund is available in both IDCW* (IDCW Payout and IDCW Reinvestment) and Growth option.

Product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

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