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Motilal Oswal Business Cycle Fund-Reg(G)

very highequity
12.41 -0.24(-1.86%) NAV as on 28 Sep 2026
-3.03 % 1 M
0.87 % 1 Y
NA 3 Y

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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

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

expense_ration-icon Expenses Ratio :

2.60

As on 31 Aug, 2026
age-icon Age :

2 yrs 1 m

Since 27 08 ,2024
exit_load Exit Load :

1%

aum AUM :

1,547.14 Crs

lock_in Lock-in :

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

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

8.29

Min_Investment Min. Investment :

SIP 500 & Lumpsum 500

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Atul Mehra,Ankit Agarwal,Varun Sharma

LATEST ASSET & PORTFOLIO ALLOCATION

as on Aug 31 ,2026
Others 4.65 %
Equity 95.35 %

TOP HOLDINGS

Ellenbarrie Industrial Gases L...6.37 %
Eternal Ltd.5.43 %
Coforge Ltd.4.94 %
Healthcare Global Enterprises...4.29 %
Kalyan Jewellers India Ltd.4.17 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private12.44
Hospital & Healthcare Services10.95
IT - Software8.08
Electric Equipment7.97
Industrial Gases & Fuels6.37
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)11.579.98
Net Assets(Rs Crores) (as on 31-Mar-2026) 1751.58 1454.06
Scheme Returns(%)(Absolute)15.73-12.43
B'mark Returns(%)(Absolute)NANA
Category Rank2/119129/133

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 HighEquity12.41-0.24(-1.86%)NAV As on 29 Sep, 202627-Aug-2024Inception Date1,547.14AUM In Cr.0.87%1YNA%3YNA%5Y10.90%Since Inception
HDFC Defence Fund-Reg(G)Very HighEquity29.40-0.57(-1.89%)NAV As on 29 Sep, 202602-Jun-2023Inception Date11,477.59AUM In Cr.23.48%1Y35.27%3YNA%5Y38.30%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity260.05-3.69(-1.40%)NAV As on 29 Sep, 202621-Feb-2000Inception Date9,717.42AUM In Cr.2.45%1Y18.95%3Y16.45%5Y13.02%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity35.09-0.55(-1.54%)NAV As on 29 Sep, 202631-Oct-2019Inception Date4,280.58AUM In Cr.9.85%1Y18.77%3Y13.83%5Y19.90%Since Inception