Motilal Oswal Business Cycle Fund Direct Growth

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.

1. Motilal Oswal Business Cycle Fund Direct Growth has ₹1910 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 28.04% since inception.

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 Shaily Engineering Plastics Ltd, Coforge Ltd, Trent Ltd, Kalyan Jewellers India Ltd, Polycab India Ltd

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.

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 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.