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Motilal Oswal Mutual Fund · Equity: Thematic-Business-Cycle
Motilal Oswal Business Cycle Fund-Regular Plan-Growth
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 TRITER · 2.13%Inception · 27-08-2024
NAV
₹10.95
+0.72% · as of 14-05-2026
Since inception
2.34%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹16 Cr
AUM
Expense ratio
2.13%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +2.34% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
Persistent Systems Ltd9.69%
KALYAN JEWELLERS INDIA LIMITED EQ9.05%
ZOMATO LIMITED EQ8.08%
Coforge Limited7.28%
HEALTHCARE GLOBAL ENTERPRISES LTD EQ6.49%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.36%
Net Receivables / (Payables)5.16%
PG Electroplast Limited4.80%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.50%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.03%
Sector allocation
Financial Services22.68%
Information Technology16.97%
Healthcare15.32%
Consumer Durables13.85%
Consumer Services8.08%
Chemicals5.48%
Capital Goods5.09%
Telecommunication4.03%
Automobile and Auto Components1.44%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 2.3% p.a.₹10,000
10 years
Projected value
₹13,53,180
Invested: ₹12,00,000
Gained: ₹1,53,180
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152794
ISIN (Growth)
INF247L01DD3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
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