← Equity: Thematic-Business-Cycle
Start this SIP →
Motilal Oswal Mutual Fund · Equity: Thematic-Business-Cycle
Motilal Oswal BusIness Cycle Fund-Regular Plan-Growth
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.
EquityBenchmark · Nifty 500 TRITER · 2.47%Inception · 27-08-2024
NAV
₹12.32
-0.63% · as of 14-10-2026
Since inception
7.73%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹1,449 Cr
AUM
Expense ratio
2.47%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +7.73% CAGR vs benchmark +11.88%.
Portfolio
Where the money is invested
Top holdings
KALYAN JEWELLERS INDIA LIMITED EQ9.46%
ZOMATO LIMITED EQ9.38%
Persistent Systems Ltd7.42%
Coforge Limited5.53%
Ellenbarrie Industrial Gases Limited5.53%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.87%
HEALTHCARE GLOBAL ENTERPRISES LTD EQ4.14%
MAX HEALTHCARE INSTITUTE LIMITED EQ3.86%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-3.53%
PG Electroplast Limited3.47%
Sector allocation
Financial Services22.20%
Healthcare14.68%
Information Technology12.95%
Consumer Durables12.93%
Consumer Services12.14%
Capital Goods10.88%
Chemicals6.02%
Automobile and Auto Components4.33%
Telecommunication3.15%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 7.7% p.a.₹10,000
10 years
Projected value
₹18,13,769
Invested: ₹12,00,000
Gained: ₹6,13,769
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Varun Sharma, Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152794
ISIN (Growth)
INF247L01DD3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹13.74
1Y
+7.1%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹16.92
1Y
+3.1%
3Y
+13.7%
5Y
+0.0%
ABSL BusIness Cycle Fund Reg Gr
₹15.51
1Y
+2.2%
3Y
+10.5%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹15.79
1Y
+2.0%
3Y
+8.7%
5Y
+0.0%
Bank Of India BusIness Cycle Fund Reg Gr
₹9.43
1Y
+1.9%
3Y
+0.0%
5Y
+0.0%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.