Motilal Oswal Business Cycle Fund Direct Growth

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.

₹12.19

▲0.6%1D

NAV as on 14 May 2025

21.88%/per year

Since Inception

Absolute Gain%

▲▼

2687 people have invested ₹ 2Cr 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 (14-May-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
10.58%
8.42%
-
3 Months
9.11%
9.05%
-
6 Months
6.12%
2.44%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Business Cycle Fund
-
1,746Cr
0.61%
-
-
21.88%
ICICI Prudential India Opportunities Fund Direct Growth
1/39
27,197Cr
0.69%
15.99%
28.75%
23.22%
ICICI Prudential Business Cycle Fund Direct Growth
2/39
12,375Cr
0.74%
11.53%
26.18%
23.16%
Nippon India Power & Infra Fund Direct Growth
7/39
7,026Cr
1.03%
3.8%
34.43%
15.67%
See all

Motilal Oswal Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Business Cycle Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 72.1%

Debt & Cash 27.9%

Mid cap
34.3%
Large cap
27.4%
Small cap
24.4%
Small Cap allocation has gone down from 26.4% to 24.4%
Small Cap allocation has gone down from 26.4% to 24.4%
Mid Cap allocation has gone up from 27.7% to 34.3%
Mid Cap allocation has gone up from 27.7% to 34.3%
Large Cap allocation has gone up from 27.2% to 27.4%
Large Cap allocation has gone up from 27.2% to 27.4%
Cash allocation has gone down from 28.4% to 27.9%
Cash allocation has gone down from 28.4% to 27.9%

Motilal Oswal Business Cycle Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 72.1%

Debt & Cash 27.9%

Consumer Cyclical
34.9%
Tech
21.8%
Basic Materials
16.3%
Financial Services
8.4%
Industrial
7.7%
Communication
6.6%
Health
4.3%

Top 3 Sectors in April were Tech, Consumer Cyclical & Industrial

Apr'25

Tech

36%

Consumer Cyclical

23%

Industrial

15%

Mar'25

Tech

32%

Consumer Cyclical

23%

Industrial

18%

Motilal Oswal Business Cycle Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Coforge Ltd
10.46%
25%
Shaily Engineering Plastics Ltd
8.77%
0.2%
Trent Ltd
8.59%
-3.3%
Polycab India Ltd
7.91%
0%
Persistent Systems Ltd
7.82%
71%
See all
Top Stocks bought last month
CG Power & Industrial Solutions Ltd's allocation increased from 3.57% to 5.22%
CG Power & Industrial Solutions Ltd's allocation increased from 3.57% to 5.22%
Polycab India Ltd's allocation increased from 5.88% to 7.35%
Polycab India Ltd's allocation increased from 5.88% to 7.35%
One97 Communications Ltd's allocation increased from 2.23% to 3.58%
One97 Communications Ltd's allocation increased from 2.23% to 3.58%
Top Stocks sold last month
HealthCare Global Enterprises Ltd's allocation decreased from 5.48 % to 5.42 %
HealthCare Global Enterprises Ltd's allocation decreased from 5.48 % to 5.42 %
PG Electroplast Ltd's allocation decreased from 6.2 % to 5.23 %
PG Electroplast Ltd's allocation decreased from 6.2 % to 5.23 %
Persistent Systems Ltd's allocation decreased from 4.96 % to 4.72 %
Persistent Systems Ltd's allocation decreased from 4.96 % to 4.72 %

Motilal Oswal Business Cycle Fund Direct Growth Overview

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

Expense ratio0.61%
Benchmark
Nifty 500 TRI
AUM₹1746 Cr
Inception Date27 August, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
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 Niket Shah, Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Business Cycle Fund Direct Growth has ₹1746 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 0.6.

Returns

Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 21.88% since inception.

Holdings

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

Fund Manager

Niket Shah

Fund Manager of Motilal Oswal Business Cycle Fund Direct Growth, since 27 August 2024

Ajay Khandelwal

Fund Manager of Motilal Oswal Business Cycle Fund Direct Growth, since 27 August 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 1.7K Cr
₹ 1.8K Cr
₹ 1.6K Cr
  • AUM of the fund stands at 1.7K Cr as of Apr'25
  • AUM decreased by 6.1 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Motilal Oswal Business Cycle Fund Direct Growth

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

The current NAV of Motilal Oswal Business Cycle Fund Direct Growth is ₹12.19 as on 14-May-2025.

What are the average returns of Motilal Oswal Business Cycle Fund Direct Growth?

Existing (Absolute + CAGR) as on 14-May-2025.
Motilal Oswal Business Cycle Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
10.58%
10.58%
6 Month Returns
6.12%
6.12%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Motilal Oswal Business Cycle Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Motilal Oswal Business Cycle Fund Direct Growth?

0.61% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Business Cycle Fund Direct Growth?

₹1746 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Business Cycle Fund Direct Growth?

Coforge Ltd(10.46%), Shaily Engineering Plastics Ltd(8.77%), Trent Ltd(8.59%), Polycab India Ltd(7.91%), Persistent Systems Ltd(7.82%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Business Cycle Fund Direct Growth has invested in?

Tech(25.88%), Consumer Cyclical(16.87%), Industrial(10.73%) as on April 2025

What is the alpha of Motilal Oswal Business Cycle Fund Direct Growth?

The alpha ratio for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Business Cycle Fund Direct Growth
-
-
-
As on April 2025
The alpha for Motilal Oswal Business Cycle Fund Direct Growth is calculated against Nifty 500 TRI. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Business Cycle Fund Direct Growth??

The Beta ratio for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Business Cycle Fund Direct Growth
-
-
-
As on April 2025
The Beta for Motilal Oswal Business Cycle Fund Direct Growth is calculated with Nifty 500 TRI. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Business Cycle Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Business Cycle Fund Direct Growth
-
-
-
As on April 2025
The sharpe ratio for Motilal Oswal Business Cycle Fund Direct Growth is calculated with Nifty 500 TRI. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Business Cycle Fund Direct Growth?

The standard deviation for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Business Cycle Fund Direct Growth
-
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

Who is the manager of Motilal Oswal Business Cycle Fund Direct Growth?

Niket Shah, Ajay Khandelwal are the fund managers of Motilal Oswal Business Cycle Fund Direct Growth

What is the exit load of Motilal Oswal Business Cycle Fund Direct Growth?

The Exit load of Motilal Oswal Business Cycle Fund Direct Growth is 1%