Now Reading: Motilal Oswal fund raises minimum SIP to Rs 500
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Motilal Oswal fund raises minimum SIP to Rs 500
Motilal Oswal Special Opportunities Fund has raised the minimum Systematic Investment Plan (SIP) amount to Rs 500. The change applies to new and existing SIPs registered through the BSE StAR MF platform.…
Motilal Oswal Special Opportunities Fund has raised the minimum Systematic Investment Plan (SIP) amount to Rs 500. The change applies to new and existing SIPs registered through the BSE StAR MF platform. Investors will need to ensure their SIP instalments meet the new minimum threshold.
The revised minimum applies from the date of the notification on the BSE platform. Investors with existing SIPs below Rs 500 are advised to increase their instalment amount. The fund house has not specified a deadline for compliance.
Indian Opinion Analysis
The hike aligns with a broader industry trend of fund houses setting higher minimums for niche or thematic schemes to keep per-unit costs manageable. Special opportunities funds typically invest in a concentrated portfolio of undervalued or special-situation stocks, making them unsuitable for very small ticket sizes. Investors should check whether this fund remains aligned with their overall portfolio strategy and whether a Rs 500 SIP commitment fits their monthly cash flow. The next point to watch is whether other asset management companies follow with similar revisions on their thematic offerings.
Source: bseindia.com
This brief was synthesised by AI from the source linked above.
