IFSCA regulated fund by Motilal Oswal
31.6540
+0.65%AUM
₹19 L (02 Mar 2026)
Expense Ratio (TER)
0.52%
Risk Level
Very High
Benchmark
Nifty LargeMidcap 250 TRI
Carefully crafted to deliver long-term capital appreciation by investing in high-quality businesses with strong earnings growth and sustainable competitive advantages.
The fund follows a rigorous research-driven approach — analysing business fundamentals, sector tailwinds, and valuations before every investment decision.
CAGR (%) as on 02 Mar 2026
| Period | Fund | Nifty LargeMidcap 250 TRI | Nifty 200 TRI |
|---|---|---|---|
| 1 Year | +21.80% | +19.50% | N/A |
| 3 Years | +20.40% | +17.80% | N/A |
| 5 Years | +16.90% | +15.20% | N/A |
| 7 Years | N/A | N/A | N/A |
| 10 Years | N/A | N/A | N/A |
| Since Inception |
Fund Manager
Akhil Bajaj
Inception Date
01 Jul 2020
Min SIP
₹500
| N/A |
| N/A |
Total Invested
₹6,00,000
Est. Returns
+₹4,90,272
Total Value
₹10,90,272
* Estimated based on fund's 1y return (21.80% CAGR). Mutual fund investments are subject to market risks. Past returns do not guarantee future performance.
Indian equity markets have delivered ~14% CAGR over the last two decades, outpacing inflation and most other asset classes.
India is one of the fastest-growing major economies. GDP growth translates directly into corporate earnings and equity returns.
Equity mutual funds spread your investment across sectors — reducing single-stock risk while capturing broad market upside.
Investment Objective
N/A
Category
Indian Equity
Sub-category
Large and Mid Cap
Scheme Type
Open-ended Equity Scheme - Large & Mid Cap
Risk Level
Very High
Inception Date
01 Jul 2020
Fund Manager
Akhil Bajaj
Fund Manager Since
01 Jul 2020
Benchmark
Nifty LargeMidcap 250 TRI
Secondary Benchmark
Nifty 200 TRI
ISIN
INF174K01019
Exit Load
1% if redeemed within 365 days from date of allotment
Entry Load
Nil
Min Investment
₹500
Min SIP
₹500
Min Redemption
₹500
Turnover Ratio
32.10%
CAGR returns as on 02 Mar 2026
| Period | Fund | Benchmark |
|---|---|---|
| 1 Year | +21.80% | +19.50% |
| 3 Years | +20.40% | +17.80% |
| 5 Years | +16.90% | +15.20% |
| 7 Years | N/A | N/A |
| 10 Years | N/A | N/A |
| Since Inception | +20.10% | N/A |
Periodic Returns (Data as on 02 Mar 2026)
| 1 Year | 3 Year | 5 Year | Since Inception (01 Jul 2020) | |
|---|---|---|---|---|
| MO GIFT City Large and Mid Cap Fund - Direct Growth | +21.80% | +20.40% | +16.90% | +20.10% |
| Nifty LargeMidcap 250 TRI (Benchmark) | +19.50% | +17.80% | +15.20% | — |
| Nifty 200 TRI (Additional Benchmark) | — | — | — | — |
Past performance may or may not be sustained in the future. Returns greater than 1 year are CAGR. Performance is for Direct Plan — Growth option. Different plans have different expense structures. Date of inception: 01 Jul 2020.
This fund is suitable for long-term investors (5+ years) seeking capital appreciation through equity markets and who can tolerate moderate to high market volatility.
Fund Riskometer
Risk Level: Very High
This product is suitable for investors who are seeking capital appreciation over medium to long term.
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