Motilal Oswal Business Cycle Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Equity - Other

Get the latest NAV of Motilal Oswal Business Cycle Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹13.45

▲0.8%1D

NAV as on 17 Sep 2025

32.41%/per year

Since Inception

Absolute Gain%

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3013 people have invested ₹ 2.3Cr in Motilal Oswal Business Cycle Fund Direct Growth in the last three months

Motilal Oswal Business Cycle Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (17-Sep-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	8.25%	8.87%	20.78%	19.87%	--	--
Nifty 500	3.37%	2.02%	15.56%	-2.19%	15.43%	19.63%
Equity - Other Avg	--	--	--	--	--	--
Best in Equity - Other	11.52%	20.48%	43.9%	20.03%	30.8%	33.42%
Worst in Equity - Other	-1.74%	-8.04%	-0.14%	-16.51%	8.39%	12.66%

Peer comparison

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
Motilal Oswal Business Cycle Fund	-	1,976Cr	0.62%	19.87%	-	--	--	--	--	--
ICICI Prudential Business Cycle Fund Direct Growth	1/40	13,643Cr	0.74%	7.38%	24.37%	7.79	0.86	1.20	2.32	1.75
ICICI Prudential India Opportunities Fund Direct Growth	2/40	29,871Cr	0.63%	2.78%	24.7%	8.54	0.82	1.30	2.52	1.81
Nippon India Quant Fund Direct Growth	3/40	100Cr	0.53%	1.06%	21.41%	6.22	1.00	0.90	1.58	2.08

See all

Motilal Oswal Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Absolute Return

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Motilal Oswal Business Cycle Fund Asset Allocation

See fund asset allocation details as on (14-Sep-25)

Fund Distribution

as on (14-Sep-25)

Mid cap

43.6%

Small cap

27.5%

Large cap

19.9%

Mid Cap allocation has gone down from 45.3% to 43.6%

Large Cap allocation has gone up from 14.5% to 19.9%

Small Cap allocation has gone up from 21.6% to 27.5%

Cash allocation has gone down from 10.1% to 1.3%

Motilal Oswal Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-Sep-25)

Sector Allocation

Tech

29.8%

Consumer Cyclical

19.9%

Industrial

13.3%

Basic Materials

10.9%

Communication

10.5%

Financial Services

9.2%

Health

6.3%

Top 3 Sectors in August were Tech, Consumer Cyclical & Basic Materials

Aug'25

Tech

35%

Consumer Cyclical

23%

Basic Materials

19%

Jul'25

Tech

40%

Consumer Cyclical

20%

Basic Materials

19%

Motilal Oswal Business Cycle Fund Holdings Details

as on (31-Aug-25)

Holdings	Weight%	1M Change
Shaily Engineering Plastics Ltd	10.16%	-10%
Coforge Ltd	9.82%	0%
Trent Ltd	9.38%	40%
Dixon Technologies (India) Ltd	8.45%	0%
Persistent Systems Ltd	8.05%	0%

See all

Top Stocks bought last month

Eternal Ltd's allocation increased from 0% to 3.97%

Trent Ltd's allocation increased from 6.43% to 9.38%

Shaily Engineering Plastics Ltd's allocation increased from 8.14% to 10.16%

Top Stocks sold last month

Coforge Ltd's allocation decreased from 10.07 % to 9.82 %

Dixon Technologies (India) Ltd's allocation decreased from 8.64 % to 8.45 %

Kalyan Jewellers India Ltd's allocation decreased from 9.15 % to 7.65 %

Motilal Oswal Business Cycle Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	0.62%
Benchmark	Nifty 500 TRI
AUM	₹1976 Cr
Inception Date	27 August, 2024
Min Lumpsum/SIP	₹500/₹500
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	162.39%
Risk	Very High Risk

About Motilal Oswal Business Cycle Fund

Motilal Oswal Business Cycle Fund Direct Growth is an equity fund. This fund was started on 27 August, 2024. The fund is managed by Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant, Atul Mehra. The fund could potentially beat inflation in the long-run.

Key Parameters

Motilal Oswal Business Cycle Fund Direct Growth has ₹1976 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
The fund has an expense ratio 0.6.

Returns

Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 32.41% since inception. Over the last 1 year the fund has given a CAGR return of 19.87%.

Holdings

Motilal Oswal Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Basic Materials, Industrial, Health, Financial Services. Its top holdings are Shaily Engineering Plastics Ltd, Coforge Ltd, Trent Ltd, Dixon Technologies (India) Ltd, Persistent Systems Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Motilal Oswal Business Cycle Fund Direct Growth

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Business Cycle Fund Direct Growth has no lock in period.