Motilal Oswal Business Cycle Fund - IDCW - Regular Plan

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  • (-0.76%)Nav, as on 30-04-2025

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  • Net Change on 30-04-2025

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  • Assets (Cr.)

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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 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 13.22 23.67 32.70 1.63 25,696.42
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 0.50 22.17 31.18 1.86 6,161.56
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 9.11 29.70 32.05 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 7.80 13.30 20.87 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW Dec 30, 2019 -6.54 28.87 32.65 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • Net Receivables / (Payables)

  • Shaily Engineering Plastics Limited

  • Coforge Limited

  • Trent Limited

  • Polycab India Limited

  • Kalyan Jewellers India Limited

  • Healthcare Global Enterprises Limited

  • PG Electroplast Limited

  • CG Power and Industrial Solutions Limited

  • Persistent Systems Limited

  • One 97 Communications Limited

  • Dixon Technologies (India) Limited

  • Collateralized Borrowing & Lending Obligation

  • Bharti Airtel Limited

  • Bajaj Holdings & Investment Limited

  • Sky Gold Limited

  • ITD Cementation India Limited

  • Onesource Specialty Pharma Limited

  • V2 Retail Limited

  • Supreme Petrochem Limited

  • One 97 Communications Limited April 2025 Future

  • Dixon Technologies (India) Limited April 2025 Future

  • Trent Limited April 2025 Future

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  • Miscellaneous

  • IT - Software

  • Plastic Products

  • Retailing

  • Diamond & Jewellery

  • Cable

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Electric Equipment

  • Fintech

  • Consumer Durables - Electronics

  • Finance - NBFC

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Chemicals

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • Rights

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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 ₹1,751.58 crore. Motilal Oswal Business Cycle Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Motilal Oswal Business Cycle Fund ended down ₹-0.09(-0.76%)yesterday to ₹11.4455.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), and

The Motilal Oswal Business Cycle Fund is managed by Ajay Khandelwal and Niket Shah.

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