Motilal Oswal Business Cycle Fund
Get the latest NAV of Motilal Oswal Business Cycle Fund. 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.
₹10.20
1D
NAV as on 31 Mar 2026
1.25%/per year
Since Inception
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2221 people have invested ₹ 94L in Motilal Oswal Business Cycle Fund 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 (31-Mar-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Business Cycle Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Motilal Oswal Business Cycle Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Tech & Basic Materials
Financial Services
24%
Tech
22%
Consumer Cyclical
18%
Financial Services
24%
Tech
24%
Basic Materials
19%
Motilal Oswal Business Cycle Fund Holdings Details
as on (28-Feb-26)
Motilal Oswal Business Cycle Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.53% |
Benchmark | Nifty 500 TRI |
| AUM | ₹1674 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 is an equity fund. This fund was started on 27 August, 2024. The fund is managed by Varun Sharma, Rakesh Shetty, Ankit Agarwal, Atul Mehra, Swapnil Mayekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Business Cycle Fund has ₹1674 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.5.
Returns
Motilal Oswal Business Cycle Fund has given a CAGR return of 1.25% since inception. Over the last 1 year the fund has given a CAGR return of -12.70%.
Holdings
Motilal Oswal Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Basic Materials, Health, Communication, Industrial. Its top holdings are Kalyan Jewellers India Ltd, Persistent Systems Ltd, Shaily Engineering Plastics Ltd, Eternal Ltd, Coforge 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 benefitDividends 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
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 has no lock in period.
Fund Manager
Varun Sharma
Fund Manager of Motilal Oswal Business Cycle Fund, since 21 January 2026
Rakesh Shetty
Fund Manager of Motilal Oswal Business Cycle Fund, since 27 August 2024
Ankit Agarwal
Fund Manager of Motilal Oswal Business Cycle Fund, since 21 January 2026
Atul Mehra
Fund Manager of Motilal Oswal Business Cycle Fund, since 27 August 2024
Swapnil Mayekar
Fund Manager of Motilal Oswal Business Cycle Fund, since 18 November 2025
- AUM of the fund stands at 1.7K Cr as of Feb'26
- AUM decreased by 194.8 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Motilal Oswal Business Cycle Fund
How do I invest in Motilal Oswal Business Cycle Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Business Cycle Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.