Category: Equity: Thematic-Others |
Launch Date: 27-08-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 2.02% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 0.0 |
Minimum Topup: 0.0 |
Total Assets: 1,752 Cr As on (31-03-2025) |
Turn over: |
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
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. However, there can be no assurance that the investment objective of the scheme will be realized.
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | - | - | - | - | 10.05 |
NIFTY 500 TRI | 8.03 | 15.29 | 25.48 | 13.76 | 12.45 |
Equity: Thematic-Others | 6.7 | 16.65 | 27.69 | 13.39 | 9.49 |
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | - | - | - | - | - | - |
Equity: Thematic-Others | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Motilal Oswal Business Cycle Fund Reg IDCW | 27-08-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Sundaram Services Reg Gr | 21-09-2018 | 16.56 | 25.72 | 17.49 | 28.51 | 0.0 |
ICICI Prudential Innovation Fund Gr | 05-04-2023 | 14.29 | 0.0 | 0.0 | 0.0 | 0.0 |
ICICI Pru Exports & Services Gr | 01-11-2005 | 14.26 | 28.42 | 19.99 | 27.73 | 13.8 |
ICICI Pru India Opportunities Cum | 05-01-2019 | 13.81 | 31.5 | 22.81 | 34.85 | 0.0 |
Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 13.09 | 23.76 | 0.0 | 0.0 | 0.0 |
Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 12.45 | 0.0 | 0.0 | 0.0 | 0.0 |
Franklin India Opportunities Gr | 05-02-2000 | 12.44 | 39.81 | 29.16 | 33.03 | 15.64 |
Kotak Pioneer Fund Reg Gr | 31-10-2019 | 11.33 | 27.02 | 17.53 | 27.85 | 0.0 |
HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 11.24 | 27.96 | 21.16 | 28.94 | 13.0 |
Portfolio as on