Motilal Oswal Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,454.06 Cr
Expense Ratio
2.22%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
27 Aug 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.18% | -- |
| 3 Months | -6.46% | -- |
| 6 Months | -17.55% | -- |
| 1 Year | -9.89% | -9.89% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +8.85% | +5.05% |
Holdings as on 20 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Kalyan Jewellers India | 144.47 | 9.20 |
| Persistent Systems | 135.50 | 8.63 |
| Eternal | 126.71 | 8.07 |
| Coforge | 113.62 | 7.23 |
| HealthCare Global Enterprises Ltd | 102.88 | 6.55 |
| ICICI Bank | 81.67 | 5.20 |
| Ellenbarrie Industrial Gases | 79.49 | 5.06 |
| PG Electroplast | 79.27 | 5.05 |
| HDFC Bank | 68.96 | 4.39 |
| Bharti Airtel | 61.99 | 3.95 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund Regular Growth | -2.01% | +12.46% | -- |
| HDFC Transportation and Logistics Fund Regular Growth | +8.9% | -- | -- |
| Motilal Oswal Business Cycle Fund Regular Growth | -9.89% | -- | -- |
| Sundaram Business Cycle Fund Regular Growth | -4.29% | -- | -- |
| Edelweiss Business Cycle Fund Regular Growth | +0.61% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Motilal Oswal Business Cycle Fund Regular Growth has an AUM of 1454.06 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.22%. The minimum investment in Motilal Oswal Business Cycle Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Kalyan Jewellers India, Persistent Systems, Eternal, Coforge.
The major sectors where the fund is invested are Software & Programming, Regional Banks, Healthcare Facilities, Retail (Specialty).
Some of the similar funds are Aditya Birla Sun Life Business Cycle Fund Regular Growth, HDFC Transportation and Logistics Fund Regular Growth, Motilal Oswal Business Cycle Fund Regular Growth, Sundaram Business Cycle Fund Regular Growth, Edelweiss Business Cycle Fund Regular Growth. Motilal Oswal Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Motilal Oswal Business Cycle Fund Regular Growth has a Medium risk & return.
Motilal Oswal Business Cycle Fund Regular Growth is managed by Varun Sharma,Swapnil Mayekar,Ankit Agarwal,Rakesh Shetty,Atul Mehra.
The expense ratio of Motilal Oswal Business Cycle Fund Regular Growth is 2.22%.
The 5 year annualized return on Motilal Oswal Business Cycle Fund Regular Growth is 0.00% & it has generated -9.89% in the last 1 year.
The minimum investment in Motilal Oswal Business Cycle Fund Regular Growth is 500 Rs.
Motilal Oswal Business Cycle Fund Regular Growth has an AUM of 1454.06 crores.
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