Mutual Fund

Fund Card

Motilal Oswal Business Cycle Fund-Reg(G)

very highequity

12.54 -0.08(-0.66%) NAV as on 28 Aug 2025

1.47 % 1 M

25.4 % 1 Y

NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND 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.

SCHEME DETAILS

Expenses Ratio :

2.04

As on 31 Jul, 2025

Age :

1 yrs 0 m

Since 27 08 ,2024

Exit Load :

AUM :

1,949.73 Crs

Lock-in :

1% on or before 365D, Nil after 365D

Investing Style :

Large Growth

Portfolio Price To Book Value :

Min. Investment :

SIP 500 & Lumpsum 500

Scheme Benchmark :

Fund Manager :

Ajay Khandelwal,Niket Shah,Atul Mehra

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jul 31 ,2025

Others 10.08 %

Equity 89.92 %

TOP HOLDINGS

Coforge Ltd.10.09 %

Kalyan Jewellers India Ltd.9.15 %

Dixon Technologies (India) Ltd.8.64 %

Ellenbarrie Industrial Gases L...8.55 %

Shaily Engineering Plastics Ltd.8.14 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

IT - Software	18.03
Diamond & Jewellery	10.46
Consumer Durables - Electronics	8.64
Industrial Gases & Fuels	8.55
Plastic Products	8.14

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025
NAV in Rs (as on 31-Mar-2025)	11.57
Net Assets(Rs Crores) (as on 31-Mar-2025)	1751.58
Scheme Returns(%)(Absolute)	15.73
B'mark Returns(%)(Absolute)	NA
Category Rank	2/119

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Business Cycle Fund-Reg(G)Very HighEquity12.54-0.08(-0.66%)NAV As on 28 Aug, 2025	27-Aug-2024Inception Date	1,949.73AUM In Cr.	25.40%1Y	NA%3Y	NA%5Y	25.32%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity252.92-1.50(-0.59%)NAV As on 28 Aug, 2025	21-Feb-2000Inception Date	7,375.63AUM In Cr.	-0.57%1Y	28.74%3Y	28.18%5Y	13.49%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity59.84-0.56(-0.93%)NAV As on 28 Aug, 2025	18-Nov-2009Inception Date	1,390.50AUM In Cr.	-11.41%1Y	27.95%3Y	26.15%5Y	12.00%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity31.04-0.30(-0.96%)NAV As on 28 Aug, 2025	30-Dec-2019Inception Date	5,418.32AUM In Cr.	-14.54%1Y	26.02%3Y	27.63%5Y	22.13%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity35.09-0.26(-0.74%)NAV As on 28 Aug, 2025	15-Jan-2019Inception Date	29,718.06AUM In Cr.	0.37%1Y	22.39%3Y	28.44%5Y	20.87%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity18.85-0.20(-1.05%)NAV As on 28 Aug, 2025	29-Nov-2021Inception Date	767.38AUM In Cr.	-6.49%1Y	22.33%3Y	NA%5Y	18.42%Since Inception