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Fund Overview

Motilal Oswal Business Cycle Fund - Regular (G)

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

Nav (₹)

12.96

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) 7.02 13.62 14.63 NA NA NA 27.35
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.15 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 0.97 Lakh

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Key Parameters
AUM(₹ Cr.) 1,976
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 31 08 25 )
Company Asset No.of shares Value (₹ in Cr)
Shaily Engineer. Equity 900000 200.88
Coforge Equity 1125000 193.98
Trent Equity 350000 185.43
Dixon Technolog. Equity 100000 166.90
Persistent Sys Equity 300000 159.17
Kalyan Jewellers Equity 3000000 151.25
Polycab India Equity 150000 106.37
Ellen.Indl.Gas Equity 1875000 92.16
CG Power & Ind Equity 1250000 86.79
One 97 Equity 700000 84.49
Health.Global Equity 1250000 84.22
Eternal Ltd Equity 2500000 78.49
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 1,976.19 14.63 NA NA 27.35 27-Aug-2024 0.361 6.37
HDFC Defence Fund 6,532.01 15.13 NA NA 48.07 02-Jun-2023 1.1364 9.31
Motilal Oswal Multi Cap Fund 4,285.22 11.25 NA NA 30.41 18-Jun-2024 0.8686 6.15
Motilal Oswal Manufacturing Fund 786.43 9.44 NA NA 17.19 08-Aug-2024 0.2214 8.31
ICICI Pru Business Cycle Fund 13,642.92 6.22 23.05 NA 21.77 18-Jan-2021 1.1971 3.54
Kotak Pioneer Fund 3,052.61 6.08 23.01 23.45 22.45 31-Oct-2019 1.0852 3.87
SBI Focused Fund 37,763.80 6.01 15.45 19.72 18.57 11-Oct-2004 0.7999 3.04
Motilal Oswal Large Cap Fund 2,701.24 5.93 NA NA 23.22 06-Feb-2024 1.1476 3.75
Invesco India Midcap Fund 8,062.31 5.75 27.02 28.51 17.08 19-Apr-2007 1.2028 4.63
ICICI Pru Commodities Fund 2,919.30 5.60 18.78 31.27 28.15 15-Oct-2019 0.8413 4.34
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