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Motilal Oswal Business Cycle Fund-Regular Plan-Growth
Motilal Oswal Business Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
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. However, there can be no assurance that the investment objective of the scheme will be realized.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.01% As on (31-10-2025)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
2,151.21 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Business Cycle Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Motilal Oswal Business Cycle Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | - | - | - | - | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Consumer Durables | 15.0 |
| Capital Goods | 15.0 |
| Information Technology | 14.11 |
| Healthcare | 11.24 |
| Consumer Services | 10.66 |
| Chemicals | 9.51 |
| Financial Services | 5.33 |
| Metals & Mining | 2.69 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 12.81 |
| Shaily Engineering Plastics Limited | 9.52 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 8.29 |
| ZOMATO LIMITED EQ | 7.39 |
| Coforge Limited | 7.23 |
| Persistent Systems Ltd | 6.88 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 6.71 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 6.08 |
| Ellenbarrie Industrial Gases Limited | 3.91 |
| Net Receivables / (Payables) | 3.66 |