Motilal Oswal Business Cycle Fund - IDCW - Regular Plan

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  • 0.33 %Nav, as on 12-08-2025

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  • Net Change on 12-08-2025

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  • 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 3.16 22.59 28.82 1.58 29,718.06
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 -3.32 24.32 27.55 1.82 6,602.43
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated -0.99 12.12 17.21 1.94 5,665.84
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 -7.49 31.25 29.74 1.87 5,278.16
TATA Ethical Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Nov 03, 2003 -10.72 9.94 17.24 1.90 3,571.70

Fund Holdings as on 31-July-2025

  • Coforge Limited

  • Net Receivables / (Payables)

  • Kalyan Jewellers India Limited

  • Dixon Technologies (India) Limited

  • Ellenbarrie Industrial Gases Limited

  • Shaily Engineering Plastics Limited

  • Persistent Systems Limited

  • Trent Limited

  • Polycab India Limited

  • CG Power and Industrial Solutions Limited

  • One 97 Communications Limited

  • Healthcare Global Enterprises Limited

  • PG Electroplast Limited

  • Bajaj Holdings & Investment Limited

  • Supreme Petrochem Limited

  • Onesource Specialty Pharma Limited

  • Sky Gold And Diamonds Limited

  • V2 Retail Limited

  • Eternal Limited

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  • IT - Software

  • Diamond & Jewellery

  • Miscellaneous

  • Consumer Durables - Electronics

  • Industrial Gases & Fuels

  • Plastic Products

  • Retailing

  • Cable

  • Electric Equipment

  • Fintech

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Petrochemicals

  • Pharmaceuticals & Drugs

  • e-Commerce

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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 ₹1,949.73 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 ₹0.04(0.33%)yesterday to ₹12.1128.

Among its top 3 holdings the fund has exposure to Coforge Limited, 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