Motilal Oswal Business Cycle Fund Direct-Growth

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹12.3634+0.2% 1 day change	17.41%	#NA View Ranked Funds	₹1,746 Crs

Historical NAV & returns

NAV: ₹12.3634 as on Jun 05, 2025

This fund Category average

Motilal Oswal Business Cycle Fund overview

Expense ratio	0.6% as on May 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 365 days. !
AUM (Fund size)	₹1,746 Crs
Lock-in	No Lockin
Age	10 m since Aug 07, 2024
Benchmark	NIFTY 500 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Motilal Oswal Business Cycle Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 01, 2025

Period	This fund	Category average
1 Month	6.82%	4.88%
3 Months	9.49%	11.29%
6 Months	-4.03%	-2.92%

Asset allocationas on Apr 30, 2025

Large Cap 21.017295%

Mid Cap 29.848454999999998%

Small Cap 21.277035%

Other Cap 0.0072150000000036916%

Top holdings

Coforge Ltd.10.46%

Shaily Engineering Plastics Ltd.8.77%

Trent Ltd.8.59%

Polycab India Ltd.7.91%

Top sectors

Capital Goods 22.26%

Technology 18.28%

Services 14.48%

Consumer Discretionary 9.97%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Net Receivables 27.85475302%

Other Holdings

Others 27.85%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Motilal Oswal Business Cycle Fund	N.A.	₹1,746 Crs	10 m	0.6%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Business Cycle Fund	6.82%	-4.03%	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

View all Strategy funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Motilal Oswal Business Cycle Fund in detail with

About this fund

About Motilal Oswal Business Cycle Fund

Motilal Oswal Business Cycle Fund Direct-Growth is a Strategy mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 10 m, having been launched on 07/08/2024. Motilal Oswal Business Cycle Fund Direct-Growth has ₹1,746 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Business Cycle Fund Direct-Growth as of 05/06/2025 is ₹12.36. The fund has an expense ratio of 0.6%, which is close to what most other Strategy funds charge.

The fund has the majority of its money invested in Capital Goods, Technology, Services, Consumer Discretionary, Materials sectors. It has taken less exposure in Capital Goods, Technology sectors compared to other funds in the category.
The fund's top 5 holdings are in Coforge Ltd., Shaily Engineering Plastics Ltd., Trent Ltd., Polycab India Ltd., Persistent Systems Ltd..

...

Fund AUM	₹1,746 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Niket Shah

Mr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Rakesh Shetty

Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Atul Mehra

Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Investment objective

The scheme seeks 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.

Motilal Oswal Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	₹99,318 Crs as on Mar 31, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	₹27,780 Crs	16.82%	38.35%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	₹822 Crs	9.26%	34.13%
Motilal Oswal Large and Midcap Fund	N.A.	₹9,176 Crs	23.59%	32.38%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	₹2,126 Crs	9.97%	32.04%
Motilal Oswal ELSS Tax Saver Fund	N.A.	₹3,897 Crs	17.87%	29.49%
Motilal Oswal Nifty 500 Index Fund	N.A.	₹2,199 Crs	8.04%	23.06%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Motilal Oswal Business Cycle Fund?

The current Net Asset Value (NAV) of the Motilal Oswal Business Cycle Fund - Direct Growth plan is approximately ₹12.3634 as of Jun 05, 2025.

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Business Cycle Fund - Direct Growth has an expense ratio of 0.6%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,746 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Motilal Oswal Business Cycle Fund?

The Motilal Oswal Business Cycle Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Coforge Ltd.	10.46%
Shaily Engineering Plastics Ltd.	8.77%
Trent Ltd.	8.59%
Polycab India Ltd.	7.91%
Persistent Systems Ltd.	7.82%
Kalyan Jewellers India Ltd.	7.65%
Healthcare Global Enterprises Ltd.	5.64%
CG Power and Industrial Solutions Ltd.	5.14%
PG Electroplast Ltd.	4.84%
Dixon Technologies (India) Ltd.	4.37%

What are the top sectors Motilal Oswal Business Cycle Fund has invested in?

The Motilal Oswal Business Cycle Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Capital Goods	22.26%
Technology	18.28%
Services	14.48%
Consumer Discretionary	9.97%
Materials	9.7%
Healthcare	7.27%
Communication	3.24%
Financial	2.49%

What is risk level of Motilal Oswal Business Cycle Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Motilal Oswal Business Cycle Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Motilal Oswal Business Cycle Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Motilal Oswal Business Cycle Fund is complete.

How can I redeem my investments in Motilal Oswal Business Cycle Fund?

Redeeming your investments in Motilal Oswal Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Strategy

#NA

Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 1 Month.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 365 days.