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Motilal Oswal Business Cycle Fund-Reg(G)

very highequity
12.36 -0.03(-0.26%) NAV as on 12 Jan 2026
-3.08 % 1 M
2.34 % 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 :

2.06

As on 31 Dec, 2025
age-icon Age :

1 yrs 4 m

Since 27 08 ,2024
exit_load Exit Load :

1%

aum AUM :

2,113.48 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 :

9.31

Min_Investment Min. Investment :

SIP 500 & Lumpsum 500

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Ajay Khandelwal,Niket Shah,Atul Mehra

LATEST ASSET & PORTFOLIO ALLOCATION

as on Dec 31 ,2025
Others 14.82 %
Equity 85.18 %

TOP HOLDINGS

Persistent Systems Ltd.10.09 %
Bharti Airtel Ltd.9.46 %
Shaily Engineering Plastics Ltd.9.36 %
Kalyan Jewellers India Ltd.8.04 %
Coforge Ltd.7.48 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

IT - Software17.57
Telecommunication - Service Provider9.46
Plastic Products9.36
Diamond & Jewellery8.04
e-Commerce6.17
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 09-Jan-2026)11.5712.40
Net Assets(Rs Crores) (as on 09-Jan-2026) 1751.58 2113.48
Scheme Returns(%)(Absolute)15.738.82
B'mark Returns(%)(Absolute)NANA
Category Rank2/11992/128

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 HighEquity12.36-0.03(-0.26%)NAV As on 12 Jan, 202627-Aug-2024Inception Date2,113.48AUM In Cr.2.34%1YNA%3YNA%5Y16.64%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity256.39-0.12(-0.05%)NAV As on 12 Jan, 202621-Feb-2000Inception Date8,380.36AUM In Cr.5.73%1Y29.64%3Y20.83%5Y13.34%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity66.420.55(0.83%)NAV As on 12 Jan, 202618-Nov-2009Inception Date1,448.71AUM In Cr.16.22%1Y29.19%3Y26.50%5Y12.43%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity34.740.25(0.72%)NAV As on 12 Jan, 202630-Dec-2019Inception Date5,643.33AUM In Cr.15.45%1Y26.23%3Y26.95%5Y22.89%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity293.68-0.79(-0.27%)NAV As on 12 Jan, 202616-Apr-2004Inception Date4,083.94AUM In Cr.19.96%1Y25.23%3Y20.87%5Y16.81%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.66-0.03(-0.17%)NAV As on 12 Jan, 202629-Nov-2021Inception Date902.16AUM In Cr.10.05%1Y24.22%3YNA%5Y17.82%Since Inception
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