Motilal Oswal Business Cycle Fund - IDCW - Regular Plan

Other Plans and Options
  • 2.37 %Nav, as on 25-03-2026

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  • Net Change on 25-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 4.17 21.49 20.96 1.56 35,665.82
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 4.46 20.59 17.75 1.67 16,201.80
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 2.15 25.41 19.06 1.75 8,428.48
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 10.43 24.14 20.59 1.83 6,600.72
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 12.88 31.88 26.77 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • Kalyan Jewellers India Limited

  • Persistent Systems Limited

  • Shaily Engineering Plastics Limited

  • Eternal Limited

  • Coforge Limited

  • HDFC Bank Limited

  • Healthcare Global Enterprises Limited

  • PG Electroplast Limited

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Ellenbarrie Industrial Gases Limited

  • Collateralized Borrowing & Lending Obligation

  • Neuland Laboratories Limited

  • Kotak Mahindra Bank Limited

  • AU Small Finance Bank Limited

  • Net Receivables / (Payables)

  • Dr. Reddy's Laboratories Limited

  • Muthoot Finance Limited

  • Apollo Hospitals Enterprise Limited

  • IndusInd Bank Limited

  • Billionbrains Garage Ventures Ltd

  • Thirumalai Chemicals Limited

  • Ashok Leyland Limited

  • CG Power and Industrial Solutions Limited

  • UNO Minda Limited

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  • Bank - Private

  • IT - Software

  • Diamond & Jewellery

  • Hospital & Healthcare Services

  • Plastic Products

  • e-Commerce

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • Finance - NBFC

  • Fintech

  • Chemicals

  • Automobiles-Trucks/Lcv

  • Electric Equipment

  • Auto Ancillary

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Business Cycle Fund

Scheme Analysis

Motilal Oswal Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 27-Aug-2024 and currently has an AUM of ₹1,674.23 crore. Motilal Oswal Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Business Cycle Fund ended up ₹0.24(2.37%)yesterday to ₹10.4236.

Among its top 3 holdings the fund has exposure to Kalyan Jewellers India Limited, and

The Motilal Oswal Business Cycle Fund is managed by Varun Sharma and Ankit Agarwal.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161