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Business News/Market/Market Stats/    Motilal Oswal Business Cycle Fund Regular Growth

Motilal Oswal Business Cycle Fund Regular Growth

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Invest
Explore On
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
12.61 +0.06 (0.49%) NAV as on 11 Dec, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2226.85
  • CAGR -3.16%
  • Exit Load1.00%
  • Expense ratio2.01%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2024-08-27

Morning Star Rating N.A.

Medium
Risk
Return

Asset Allocation

Holdings As On - 12 December 2025

  • Name
  • Value (Cr)
  • Holding %
  • Trp_031125
  • 275.62
  • 12.81%
  • Net Receivables / (Payables)
  • 78.83
  • 3.66%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

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 2226.85 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 2.01%. 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 top holdings of the fund include Trp_031125, Shaily Engineering Plastics, Kalyan Jewellers India & Eternal.

 

The major sectors where the fund is invested are Software & Programming, Chemicals - Plastics & Rubber, Retail (Specialty) & Computer Services.

 

Some of the similar funds are ICICI Prudential PSU Equity Fund Regular Growth, ICICI Prudential Housing Opportunities Fund Regular Growth, Axis Business Cycles Fund Regular Growth, Motilal Oswal Business Cycle Fund Regular Growth, Kotak MNC Fund Regular Growth. Motilal Oswal Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

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FAQs about Motilal Oswal Business Cycle Fund Regular Growth

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 Ajay Khandelwal,Niket Shah,Rakesh Shetty,Atul Mehra,Sunil Sawant.
The expense ratio of Motilal Oswal Business Cycle Fund Regular Growth is 2.01%.
The 5 year annualized return on Motilal Oswal Business Cycle Fund Regular Growth is 0.00% & it has generated -3.16% 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 2226.85 crores.
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