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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 · 2.43%Inception · 27-08-2024
NAV
₹12.80
+0.11% · as of 28-08-2026
Since inception
10.34%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹1,535 Cr
AUM
Expense ratio
2.43%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +10.34% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
Coforge Limited9.04%
Persistent Systems Ltd8.73%
ZOMATO LIMITED EQ8.70%
KALYAN JEWELLERS INDIA LIMITED EQ8.42%
Ellenbarrie Industrial Gases Limited5.24%
PG Electroplast Limited4.79%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.45%
HEALTHCARE GLOBAL ENTERPRISES LTD EQ4.13%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.02%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-3.82%
Sector allocation
Financial Services22.75%
Information Technology17.77%
Consumer Durables13.21%
Consumer Services11.18%
Healthcare10.36%
Capital Goods9.40%
Chemicals7.10%
Telecommunication4.02%
Automobile and Auto Components2.33%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.3% p.a.₹10,000
10 years
Projected value
₹21,06,815
Invested: ₹12,00,000
Gained: ₹9,06,815
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 and 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
₹14.47
1Y
+16.5%
3Y
+0.0%
5Y
+0.0%
ABSL BusIness Cycle Fund Reg Gr
₹16.67
1Y
+13.8%
3Y
+14.0%
5Y
+0.0%
MahIndra Manulife BusIness Cycle Fund Reg Gr
₹15.96
1Y
+12.3%
3Y
+0.0%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹16.66
1Y
+10.3%
3Y
+13.3%
5Y
+0.0%
Bank Of India BusIness Cycle Fund Reg Gr
₹9.82
1Y
+9.8%
3Y
+0.0%
5Y
+0.0%
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