Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.04% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,949.73 Cr As on (31-07-2025)
Turn over: -
NAV as on 02-09-2025

12.8546

0.08 (0.648%)

CAGR Since Inception

22.12%

NIFTY 500 TRI 12.41%

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

Scheme Performance (%)

Data as on - 02-09-2025

Yearly Performance (%)

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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
02-09-2024 10.526 9500.285 100000 0.0 %
03-10-2024 11.3738 9500.285 108054 8.05 %
04-11-2024 11.3499 9500.285 107827 7.83 %
02-12-2024 12.4819 9500.285 118582 18.58 %
02-01-2025 13.076 9500.285 124226 24.23 %
03-02-2025 11.4999 9500.285 109252 9.25 %
03-03-2025 10.8076 9500.285 102675 2.67 %
02-04-2025 11.5019 9500.285 109271 9.27 %
02-05-2025 11.4321 9500.285 108608 8.61 %
02-06-2025 12.2855 9500.285 116716 16.72 %
02-07-2025 12.6349 9500.285 120035 20.04 %
04-08-2025 12.5318 9500.285 119056 19.06 %
02-09-2025 12.8546 9500.285 122122 22.12 %
03-09-2025 12.9039 9500.285 122591 22.59 %

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

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.

Market Cap Distribution

Small Cap

30.18%

Others

10.08%

Large Cap

14.48%

Mid Cap

45.26%

Riskometer

riskometer

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

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

PEER COMPARISION of Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Amount :
Start :
End :
Period
Data as on - 02-09-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Business Cycle Fund-Regular Plan-Growth 27-08-2024 22.12 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 4.48 23.52 22.03 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 3.92 19.62 0.0 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 2.94 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 -1.81 14.63 0.0 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 -2.1 16.43 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 -2.24 21.51 19.99 24.21 13.86
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 -4.28 13.9 13.01 0.0 0.0
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 -6.29 0.0 0.0 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -7.51 16.91 15.81 0.0 0.0

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

Asset Allocation (%)

Allocation Percentage (%)