Motilal Oswal Business Cycle Fund

Motilal Oswal Business Cycle Fund

Equity

Motilal Oswal Mutual Fund

Equity - Other

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.

₹10.38

▼-2.1%1D

NAV as on 13 Mar 2026

2.46%/per year

Since Inception

Absolute Gain%

▲▼

2432 people have invested ₹ 1.5Cr 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 (13-Mar-26)

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

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-11.63%
-20.18%
-21.25%
-6.69%
--
--
Nifty 500
-8.24%
-9.84%
-7.76%
6.02%
14.21%
11.18%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.27%
8.57%
15.16%
40.39%
32.84%
27.06%
Worst in Equity - Other
-14.21%
-21.92%
-23.59%
-11.68%
7.85%
5.89%

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
-
1,674Cr
1.53%
-6.69%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.66%
10.99%
22.27%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.74%
11.25%
21.35%
7.04
0.84
1.44
2.86
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
10%
18.98%
3.82
1.02
1.13
2.00
1.38
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 (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
34.5%
Mid cap
32.1%
Small cap
27.4%
Mid Cap allocation has gone up from 27.8% to 32.1%
Mid Cap allocation has gone up from 27.8% to 32.1%
Large Cap allocation has gone down from 34.6% to 34.5%
Large Cap allocation has gone down from 34.6% to 34.5%
Small Cap allocation has gone down from 29.8% to 27.4%
Small Cap allocation has gone down from 29.8% to 27.4%
Cash allocation has gone down from 7.8% to 6.1%
Cash allocation has gone down from 7.8% to 6.1%

Motilal Oswal Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Tech
35.2%
Consumer Cyclical
23.1%
Basic Materials
18.8%
Industrial
10.4%
Health
7.8%
Financial Services
4.6%

Top 3 Sectors in February were Financial Services, Tech & Basic Materials

Feb'26

Financial Services

24%

Tech

22%

Consumer Cyclical

18%

Jan'26

Financial Services

24%

Tech

24%

Basic Materials

19%

Motilal Oswal Business Cycle Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
Kalyan Jewellers India Ltd
8.57%
0%
Persistent Systems Ltd
8.17%
0%
Shaily Engineering Plastics Ltd
7.77%
-23.8%
Eternal Ltd
7.36%
0%
Coforge Ltd
6.73%
0%
See all
Top Stocks bought last month
Apollo Hospitals Enterprise Ltd's allocation increased from 0.16% to 2.18%
Apollo Hospitals Enterprise Ltd's allocation increased from 0.16% to 2.18%
Kalyan Jewellers India Ltd's allocation increased from 6.77% to 8.57%
Kalyan Jewellers India Ltd's allocation increased from 6.77% to 8.57%
PG Electroplast Ltd's allocation increased from 4.4% to 5.57%
PG Electroplast Ltd's allocation increased from 4.4% to 5.57%
Top Stocks sold last month
Persistent Systems Ltd's allocation decreased from 9.33 % to 8.17 %
Persistent Systems Ltd's allocation decreased from 9.33 % to 8.17 %
Shaily Engineering Plastics Ltd's allocation decreased from 8.96 % to 7.77 %
Shaily Engineering Plastics Ltd's allocation decreased from 8.96 % to 7.77 %
Coforge Ltd's allocation decreased from 10.07 % to 6.73 %
Coforge Ltd's allocation decreased from 10.07 % to 6.73 %

Motilal Oswal Business Cycle Fund Overview

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

Expense ratio1.53%
Benchmark
Nifty 500 TRI
AUM₹1674 Cr
Inception Date27 August, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
162.39%
Risk
Risk meter
pointer
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 Rakesh Shetty, Ankit Agarwal, Atul Mehra, Varun Sharma, Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Business Cycle Fund has ₹1674 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 1.5.

Returns

Motilal Oswal Business Cycle Fund has given a CAGR return of 2.46% since inception. Over the last 1 year the fund has given a CAGR return of -6.69%.

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 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

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

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

Varun Sharma

Fund Manager of Motilal Oswal Business Cycle Fund, since 21 January 2026

Swapnil Mayekar

Fund Manager of Motilal Oswal Business Cycle Fund, since 18 November 2025

Learn more about Motilal Oswal Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 1.7K Cr
₹ 1.9K Cr
₹ 2.1K Cr
  • 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?

INDmoney makes it simple to invest in the Motilal Oswal Business Cycle Fund. To do so, follow the steps below:
  • 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.

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

The NAV of the fund today is ₹10.38. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Business Cycle Fund fund has generated a return of -6.69% in 1 year

Who is the fund manager of Motilal Oswal Business Cycle Fund?

The fund managers are Rakesh Shetty, Ankit Agarwal, Atul Mehra, Varun Sharma, Swapnil Mayekar.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-3 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.53%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1674 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

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

The top 3 holdings of the fund are Kalyan Jewellers India Ltd(8.57%), Persistent Systems Ltd(8.17%), Shaily Engineering Plastics Ltd(7.77%)