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Motilal Oswal Business Cycle Fund-Reg(G)

very highequity
12.19 -0.03(-0.22%) NAV as on 17 Jul 2026
6.46 % 1 M
-3.83 % 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 :

2.43

As on 30 Jun, 2026
age-icon Age :

1 yrs 10 m

Since 27 08 ,2024
exit_load Exit Load :

1%

aum AUM :

1,464.87 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 :

7.59

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 Jun 30 ,2026
Others 0.74 %
Equity 99.26 %

TOP HOLDINGS

Kalyan Jewellers India Ltd.9.46 %
Eternal Ltd.9.38 %
Persistent Systems Ltd.7.42 %
Ellenbarrie Industrial Gases L...5.53 %
Coforge Ltd.5.53 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private13.50
IT - Software12.94
Hospital & Healthcare Services11.39
Diamond & Jewellery9.46
e-Commerce9.38
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 HighEquity12.19-0.03(-0.22%)NAV As on 17 Jul, 202627-Aug-2024Inception Date1,464.87AUM In Cr.-3.83%1YNA%3YNA%5Y11.06%Since Inception
HDFC Defence Fund-Reg(G)Very HighEquity29.070.15(0.51%)NAV As on 17 Jul, 202602-Jun-2023Inception Date10,529.25AUM In Cr.18.30%1Y39.75%3YNA%5Y40.69%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity64.510.04(0.06%)NAV As on 17 Jul, 202618-Nov-2009Inception Date1,472.61AUM In Cr.-0.86%1Y21.55%3Y20.82%5Y11.83%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity258.75-1.50(-0.58%)NAV As on 17 Jul, 202621-Feb-2000Inception Date9,192.08AUM In Cr.1.28%1Y21.45%3Y18.44%5Y13.10%Since Inception