Motilal Oswal Business Cycle Fund - Direct Plan- Growth
Motilal Oswal Asset Management Company Limited · Direct Plan · Growth
Fund overview
1% on or before 365D, Nil after 365D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹1,094 | +94 |
| 3 Years | ₹1,000 | ₹1,311 | +311 |
| 5 Years | ₹1,000 | ₹1,570 | +570 |
Calculated using the fund's annualised return since inception (9.4% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
34 securitiesTop 10 holdings make up 35.5% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Zomato Ltd | Retailing | Large Cap | 5.65% |
| Coforge Ltd | IT - Software | Mid Cap | 4.65% |
| RBL Bank Ltd | Banks | Small Cap | 4.37% |
| Kalyan Jewellers India Ltd | Consumer Durables | Mid Cap | 4.09% |
| One 97 Communications Ltd | Financial Technology (Fintech) | Mid Cap | 3.46% |
| Max Healthcare Institute Ltd | Healthcare Services | Mid Cap | 3.40% |
| Urban Co Ltd | Retailing | Small Cap | 3.35% |
| Indusind Bank Ltd | Banks | Mid Cap | 3.29% |
| Prestige Estates Projects Ltd | Realty | Mid Cap | 3.24% |
| Apollo Hospitals Enterprises Ltd | Healthcare Services | Large Cap | 3.22% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹1,449 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹1,422 Cr
Exit load, stamp duty & tax
27-Aug-24
1% on or before 365D, Nil after 365D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
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.
Fund house
Motilal Oswal Asset Management Company Limited
Frequently asked questions
What is the NAV of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?
The NAV of Motilal Oswal Business Cycle Fund - Direct Plan- Growth is ₹12.15 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Motilal Oswal Business Cycle Fund - Direct Plan- Growth?
The expense ratio charged by Motilal Oswal Business Cycle Fund - Direct Plan- Growth is 1.4%.
What is the Min. SIP of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?
The minimum SIP investment in Motilal Oswal Business Cycle Fund - Direct Plan- Growth is ₹500 per month.
What is the Min. Lumpsum of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?
The minimum lumpsum investment in Motilal Oswal Business Cycle Fund - Direct Plan- Growth is ₹500.
What is the Exit Load of Motilal Oswal Business Cycle Fund - Direct Plan- Growth?
The exit load for Motilal Oswal Business Cycle Fund - Direct Plan- Growth is: 1% on or before 365D, Nil after 365D
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