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24 Dec, EOD - Global

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Fund Overview

Motilal Oswal Business Cycle Fund - Regular (G)

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

Nav (₹)

12.67

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) 10.65 NA NA NA NA NA 26.67
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 1.18 Lakh

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Key Parameters
AUM(₹ Cr.) 1,353
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 1 year from the date of allotment. Nil - If redeemed after 1 year 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 11 24 )
Company Asset No.of shares Value (₹ in Cr)
Shaily Engineer. Equity 1000000 129.74
Polycab India Equity 175000 127.71
Coforge Equity 145000 125.94
Zomato Ltd Equity 4500000 125.89
Trent Equity 175000 118.92
Kalyan Jewellers Equity 1500000 108.67
One 97 Equity 1145000 103.25
Jio Financial Equity 3000000 98.51
Deepak Fertiliz. Equity 700000 96.25
Bharti Airtel PP Equity 600000 72.95
Health.Global Equity 1300000 65.31
Sky Gold Equity 140965 54.33
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 1,352.84 NA NA NA 26.67 27-Aug-2024 2.0104 7.19
Motilal Oswal Midcap Fund 22,897.62 54.41 34.88 33.09 24.82 24-Feb-2014 1.6183 4.46
Motilal Oswal Large and Midcap Fund 7,710.01 48.59 27.88 27.05 27.26 17-Oct-2019 1.2359 4.06
Invesco India Midcap Fund 5,862.67 45.29 25.24 28.43 17.46 19-Apr-2007 1.1197 4.24
Bandhan Small Cap Fund 9,248.28 44.44 28.78 NA 37.58 25-Feb-2020 1.2396 4.85
Invesco India Focused Fund 3,443.24 43.94 21.77 NA 28.35 30-Sep-2020 0.9059 4.25
HDFC Defence Fund 4,609.59 43.89 NA NA 62.53 02-Jun-2023 2.2813 6.57
Motilal Oswal Flexi Cap Fund 12,598.45 43.06 22.82 18.24 18.82 28-Apr-2014 1.0748 3.99
HSBC Midcap Fund 11,912.38 41.97 25.97 25.56 19.93 09-Aug-2004 1.2651 3.70
Union Innovation & Opportunities Fund 894.19 41.19 NA NA 34.82 06-Sep-2023 2.0474 3.71
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