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.

₹12.55

▲0.2%1D

NAV as on 18 Aug 2025

24.29%/per year

Since Inception

Absolute Gain%

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2572 people have invested ₹ 1.5Cr 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 (18-Aug-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	-2.22%	1.98%	11.27%	--	--	--
Nifty 500	-1.48%	0.26%	11.26%	-0.54%	14.18%	19.57%
Equity - Other Avg	--	--	--	--	--	--
Best in Equity - Other	2.43%	11.84%	43.18%	13.99%	32.61%	32.29%
Worst in Equity - Other	-7.6%	-2.68%	-2.33%	-16.05%	7.61%	13.15%

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	-	1,950Cr	0.62%	-	-	--	--	--	--	--
ICICI Prudential India Opportunities Fund Direct Growth	1/40	29,718Cr	0.61%	5.76%	24.2%	9.01	0.82	1.49	2.94	1.86
ICICI Prudential Business Cycle Fund Direct Growth	2/40	13,479Cr	0.72%	8.86%	23.08%	7.29	0.86	1.31	2.54	1.57
Nippon India Quant Fund Direct Growth	3/40	101Cr	0.41%	2.6%	20.29%	6.44	0.99	1.08	1.91	2.20

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Motilal Oswal Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Motilal Oswal Business Cycle Fund Asset Allocation

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

Fund Distribution

as on (14-Aug-25)

Equity 89.9%

Debt & Cash 10.1%

Mid cap

45.3%

Small cap

21.6%

Large cap

14.5%

Mid Cap allocation has gone up from 36.7% to 45.3%

Large Cap allocation has gone down from 25.5% to 14.5%

Small Cap allocation has gone down from 24.7% to 21.6%

Cash allocation has gone up from 6.5% to 10.1%

Motilal Oswal Business Cycle Fund Sector Allocation

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

Sector Allocation

Equity 89.9%

Debt & Cash 10.1%

Tech

36.4%

Consumer Cyclical

18.5%

Communication

10.6%

Industrial

10.3%

Basic Materials

9.7%

Financial Services

8.3%

Health

6.1%

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

Jul'25

Tech

40%

Consumer Cyclical

20%

Basic Materials

19%

Jun'25

Tech

36%

Consumer Cyclical

23%

Basic Materials

17%

Motilal Oswal Business Cycle Fund Holdings Details

as on (31-Jul-25)

Equity

Holdings	Weight%	1M Change
Coforge Ltd	10.09%	0%
Kalyan Jewellers India Ltd	9.15%	14.9%
Dixon Technologies (India) Ltd	8.64%	25%
Shaily Engineering Plastics Ltd	8.14%	0%
Persistent Systems Ltd	7.94%	13.2%

See all

Top Stocks bought last month

Dixon Technologies (India) Ltd's allocation increased from 6.19% to 8.64%

Kalyan Jewellers India Ltd's allocation increased from 7.5% to 9.15%

Ellenbarrie Industrial Gases Ltd's allocation increased from 4.58% to 5.22%

Top Stocks sold last month

Shaily Engineering Plastics Ltd's allocation decreased from 8.59 % to 8.14 %

Persistent Systems Ltd's allocation decreased from 8.27 % to 7.94 %

Trent Ltd's allocation decreased from 9.64 % to 6.43 %

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	₹1950 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 Atul Mehra, Sunil Sawant, Ajay Khandelwal, Rakesh Shetty, Niket Shah. The fund could potentially beat inflation in the long-run.

Key Parameters

Motilal Oswal Business Cycle Fund Direct Growth has ₹1950 Cr worth of assets under management (AUM) as on Aug 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 24.29% since inception.

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 Coforge Ltd, Kalyan Jewellers India Ltd, Dixon Technologies (India) Ltd, Shaily Engineering Plastics 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.