Mutual Fund

Fund Card

Motilal Oswal Business Cycle Fund-Reg(G)

very highequity

12.76 0.15(1.16%) NAV as on 12 Dec 2025

-2.82 % 1 M

-1.65 % 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 :

2.03

As on 30 Nov, 2025

Age :

1 yrs 3 m

Since 27 08 ,2024

Exit Load :

AUM :

2,226.85 Crs

Lock-in :

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

Investing Style :

Small Growth

Portfolio Price To Book Value :

11.29

Min. Investment :

SIP 500 & Lumpsum 500

Scheme Benchmark :

Fund Manager :

Ajay Khandelwal,Niket Shah,Atul Mehra

LATEST ASSET & PORTFOLIO ALLOCATION

as on Nov 30 ,2025

Others 14.85 %

Equity 85.15 %

TOP HOLDINGS

Shaily Engineering Plastics Ltd.10.51 %

Eternal Ltd.8.76 %

Bharti Airtel Ltd.8.57 %

Persistent Systems Ltd.7.85 %

Coforge Ltd.7.61 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

IT - Software	15.45
Plastic Products	10.51
e-Commerce	8.76
Telecommunication - Service Provider	8.57
Diamond & Jewellery	7.03

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 HighEquity12.760.15(1.16%)NAV As on 12 Dec, 2025

27-Aug-2024Inception Date

2,226.85AUM In Cr.

-1.65%1Y

NA%3Y

NA%5Y

20.71%Since Inception

IT - Software	15.45
Plastic Products	10.51
e-Commerce	8.76
Telecommunication - Service Provider	8.57
Diamond & Jewellery	7.03
Hospital & Healthcare Services	5.74
Industrial Gases & Fuels	5.23
Finance - NBFC	4.20
Consumer Durables - Electronics	3.92
Finance - Stock Broking	3.85