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Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

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:
NAV (₹): 11.5836 ₹ -0.16 ( -1.3675%)
as on 24-04-2025
CAGR Since Inception - 10.05%
NIFTY 500 TRI - 12.45%

Fund Managers

Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty


Investment 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. However, there can be no assurance that the investment objective of the scheme will be realized.

PERFORMANCE of Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

Scheme Performance (%) Data as on - 24-04-2025

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

RETURNS CALCULATOR for Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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 Performance and Risk Statistics of Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Business Cycle Fund-Regular Plan-IDCW - - - - - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

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

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)