IFSCA regulated fund by Motilal Oswal
42.5670
+0.44%AUM
₹11 L (02 Mar 2026)
Expense Ratio (TER)
0.60%
Risk Level
Very High
Benchmark
Nifty 500 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 500 TRI |
|---|---|---|
| 1 Year | +19.50% | +18.00% |
| 3 Years | +17.80% | +16.50% |
| 5 Years | +14.60% | +14.80% |
| 7 Years | N/A | N/A |
| 10 Years | N/A | N/A |
| Since Inception | +18.20% | N/A |
Total Invested
₹6,00,000
Est. Returns
+₹4,19,671
Total Value
₹10,19,671
* Estimated based on fund's 1y return (19.50% 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.
Fund Manager
Niket Shah
Inception Date
01 Apr 2019
Min SIP
₹500
Investment Objective
N/A
Category
Indian Equity
Sub-category
Tax Saver (ELSS)
Scheme Type
Open-ended Equity Linked Saving Scheme (ELSS) with statutory lock-in of 3 years
Risk Level
Very High
Inception Date
01 Apr 2019
Fund Manager
Niket Shah
Fund Manager Since
01 Apr 2019
Benchmark
Nifty 500 TRI
ISIN
INF174K01069
Exit Load
Nil (3-year statutory lock-in from date of allotment)
Entry Load
Nil
Min Investment
₹500
Min SIP
₹500
Min Redemption
₹500
Turnover Ratio
22.10%
CAGR returns as on 02 Mar 2026
| Period | Fund | Benchmark |
|---|---|---|
| 1 Year | +19.50% | +18.00% |
| 3 Years | +17.80% | +16.50% |
| 5 Years | +14.60% | +14.80% |
| 7 Years | N/A | N/A |
| 10 Years | N/A | N/A |
| Since Inception | +18.20% | N/A |
Periodic Returns (Data as on 02 Mar 2026)
| 1 Year | 3 Year | 5 Year | Since Inception (01 Apr 2019) | |
|---|---|---|---|---|
| MO GIFT City Tax Saver Fund (ELSS) - Direct Growth | +19.50% | +17.80% | +14.60% | +18.20% |
| Nifty 500 TRI (Benchmark) | +18.00% | +16.50% | +14.80% | — |
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 Apr 2019.
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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