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Fund Overview

Motilal Oswal Business Cycle Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

12.36

Inception Date

27-08-2024

Category

Equity - Diversified
Investment Objectives

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there can be no assurance that the investment objective of the scheme will be realized.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Motilal Oswal Business Cycle Fund - Regular (G) 7.99 9.39 NA NA NA NA 23.60
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 0.00 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 0.97 Lakh

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Key Parameters
AUM(₹ Cr.) 1,936
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 500
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Ajay Khandelwal
Exit 1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.
Incrimental Invest(₹) 500
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 06 25 )
Company Asset No.of shares Value (₹ in Cr)
Coforge Equity 1125000 216.51
Trent Equity 300000 186.53
Shaily Engineer. Equity 1000000 166.35
Persistent Sys Equity 265000 160.10
Polycab India Equity 225000 147.40
Kalyan Jewellers Equity 2610885 145.13
Dixon Technolog. Equity 80000 119.86
CG Power & Ind Equity 1500000 102.32
Ellen.Indl.Gas Equity 2214186 88.57
PG Electroplast Equity 1151301 86.88
Health.Global Equity 1500000 82.59
One 97 Equity 750000 69.30
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Motilal Oswal Business Cycle Fund 1,935.58 NA NA NA 23.60 27-Aug-2024 0.369 7.11
Motilal Oswal Multi Cap Fund 3,991.40 20.95 NA NA 29.95 18-Jun-2024 0.9997 6.59
Invesco India Midcap Fund 7,405.92 11.36 27.57 29.01 17.01 19-Apr-2007 1.4844 4.74
Motilal Oswal Large Cap Fund 2,533.92 10.84 NA NA 23.67 06-Feb-2024 1.4549 3.79
Helios Financial Services Fund 187.55 10.54 NA NA 11.97 24-Jun-2024 0.6246 4.19
Invesco India Large & Mid Cap Fund 7,886.66 9.92 25.26 24.57 13.64 09-Aug-2007 1.4521 4.37
WhiteOak Capital Special Opportunities Fund 1,041.66 9.74 NA NA 23.10 04-Jun-2024 0.6341 5.21
Motilal Oswal Large and Midcap Fund 11,816.30 8.84 28.06 28.69 23.03 17-Oct-2019 1.3875 5.37
Bandhan Focused Fund 1,946.70 8.68 18.03 18.57 11.80 16-Mar-2006 1.0831 4.21
Bandhan Financial Services Fund 1,085.82 8.61 NA NA 20.01 28-Jul-2023 1.2496 3.78
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