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INDIA EXCELLENCE FUND MID TO MEGA SERIES III

Inception28 May 2025
BenchmarkNifty MidSmall 400
Fund ManagerMadangopal Ramu
As on Date20 August, 2026
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What is the INDIA EXCELLENCE FUND MID TO MEGA SERIES III Strategy and how has it performed?

INDIA EXCELLENCE FUND MID TO MEGA SERIES III is a Portfolio Management Service (PMS) strategy launched on 28 May 2025, benchmarked against the Nifty MidSmall 400 index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Madangopal Ramu and reported a 6-month M2M return of -416.00% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

INDIA EXCELLENCE FUND MID TO MEGA SERIES III Strategy Details

The Fund shall invest using our core investment philosophy of QGLP, reinforced by robust risk management processes. This shall drive the creation of high quality, high growth portfolios. The investment objective of the Fund is to achieve long term capital appreciation by primarily investing in equity & equity related instruments. The fund is a sector agnostic fund.

Performance Summary

3 Months returns
Performance M2M -5.4%
Index Benchmark (Nifty MidSmall 400) 6.3%

Top 5 Sectors Weightage

  • Make in India - Capital Goods & Engineering 24.7%
  • Financialization 23.4%
  • Tech & Tech Services 13.7%
  • Urbanization 11%
  • Healthcare Ecosystem 10.2%
  • others 17.0%

Know About Fund Managers

Madangopal Ramu

FAQ

Frequently asked questions about INDIA EXCELLENCE FUND MID TO MEGA SERIES III

INDIA EXCELLENCE FUND MID TO MEGA SERIES III was launched on 28 May 2025 and is benchmarked against the Nifty MidSmall 400 index. The strategy is one of Motilal Oswal longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

INDIA EXCELLENCE FUND MID TO MEGA SERIES III is managed by Madangopal Ramu .

As of 20 August, 2026, the INDIA EXCELLENCE FUND MID TO MEGA SERIES III portfolio is allocated primarily across Make in India - Capital Goods & Engineering (24.7%), Financialization (23.4%), Tech & Tech Services (13.7%), Urbanization (11%), and Healthcare Ecosystem (10.2%), with the remaining 17.0% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including INDIA EXCELLENCE FUND MID TO MEGA SERIES III. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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