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Fund Overview

Motilal Oswal Business Cycle Fund - Regular (G)

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

Nav (₹)

10.98

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) -15.77 -2.34 NA NA NA NA 9.84
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 1.02 Lakh

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Key Parameters
AUM(₹ Cr.) 1,603
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 28 02 25 )
Company Asset No.of shares Value (₹ in Cr)
Shaily Engineer. Equity 1000000 151.86
Coforge Equity 200000 147.24
Trent Equity 300000 145.55
PG Electroplast Equity 1249998 99.35
Polycab India Equity 200000 94.27
Kalyan Jewellers Equity 2000000 92.45
Health.Global Equity 1750000 87.79
HDFC Bank Equity 500000 86.62
Bharti Airtel PP Equity 750000 83.69
Persistent Sys Equity 150000 79.56
Bharti Airtel Equity 400000 62.81
CG Power & Ind Equity 1000000 57.26
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 1,602.61 NA NA NA 9.84 27-Aug-2024 0.0391 8.45
Motilal Oswal Large Cap Fund 1,680.68 19.65 NA NA 20.76 06-Feb-2024 1.1197 4.19
Invesco India Midcap Fund 5,246.54 12.82 19.95 31.55 16.25 19-Apr-2007 0.8698 4.91
HDFC Focused 30 Fund 15,515.87 12.33 20.73 32.74 15.98 17-Sep-2004 1.3365 3.28
SBI Multicap Fund 17,579.48 12.30 14.45 NA 15.67 08-Mar-2022 0.6628 3.93
Motilal Oswal Small Cap Fund 3,716.36 12.14 NA NA 16.93 26-Dec-2023 0.6247 5.97
UTI-Value Fund 8,944.59 11.98 15.70 28.16 14.86 20-Jul-2005 0.7207 4.09
HDFC Flexi Cap Fund 64,124.15 11.72 20.12 33.00 18.75 01-Jan-1995 1.1839 3.63
Bandhan Small Cap Fund 8,474.84 11.59 22.83 36.03 31.28 25-Feb-2020 0.9338 5.31
DSP Top 100 Equity Fund 4,519.34 11.04 15.30 24.63 18.67 10-Mar-2003 0.8063 3.78
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