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Fund Overview

Motilal Oswal Business Cycle Fund - Regular (G)

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

Nav (₹)

11.54

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) NA NA NA NA NA NA 13.50
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 1.33 Lakh

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Key Parameters
AUM(₹ Cr.) 1,028
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 3 Months from the date of allotment. Nil - If redeemed after 3 Months 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 09 24 )
Company Asset No.of shares Value (₹ in Cr)
Jio Financial Equity 2797417 98.08
Shaily Engineer. Equity 900000 90.89
Kalyan Jewellers Equity 1175000 85.80
Coforge Equity 113000 79.29
Bharti Airtel PP Equity 600000 78.44
Deepak Fertiliz. Equity 700000 74.67
Trent Equity 75000 56.81
Polycab India Equity 75000 52.16
Premier Energies Equity 400000 43.32
Zomato Ltd Equity 1000000 27.33
GE T&D India Equity 150000 25.22
KPIT Technologi. Equity 143000 23.28
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 1,027.71 NA NA NA 13.50 27-Aug-2024 NA
HDFC Defence Fund 3,996.82 72.70 NA NA 66.25 02-Jun-2023 2.4641 6.70
Bandhan Small Cap Fund 8,489.25 64.92 27.20 NA 38.69 25-Feb-2020 0.8281 4.83
Motilal Oswal Midcap Fund 18,604.02 63.11 31.97 31.65 24.34 24-Feb-2014 1.7479 4.29
Invesco India Focused Fund 3,249.98 61.92 19.19 NA 28.24 30-Sep-2020 0.7655 4.24
SBI PSU Fund 4,703.46 61.14 33.57 23.59 8.36 07-Jul-2010 1.4125 6.21
Invesco India PSU Equity Fund 1,435.71 60.42 31.09 26.84 13.03 27-Nov-2009 1.4651 5.60
ICICI Pru PSU Equity Fund 2,538.78 60.37 NA NA 40.63 12-Sep-2022 2.4319 4.71
Franklin India Opportunities Fund 5,610.37 59.48 25.69 27.42 13.83 21-Feb-2000 1.3198 4.37
Motilal Oswal Large and Midcap Fund 6,500.18 55.84 24.34 25.55 26.22 17-Oct-2019 1.3271 3.96
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