Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.02% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,984.52 Cr As on (30-09-2025)
Turn over: -
NAV as on 07-11-2025

13.0125

0.03 (0.2275%)

CAGR Since Inception

19.67%

NIFTY 500 TRI 12.46%

PERFORMANCE of Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 07-11-2025

Yearly Performance (%)

Fund Managers

Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty

Investment Objective

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. However, there can be no assurance that the investment objective of the scheme will be realized.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
02-09-2024 10.526 9500.285 100000 0.0 %
03-10-2024 11.3738 - 108054 8.05 %
04-11-2024 11.3499 - 107827 7.83 %
02-12-2024 12.4819 - 118582 18.58 %
02-01-2025 13.076 - 124226 24.23 %
03-02-2025 11.4999 - 109252 9.25 %
03-03-2025 10.8076 - 102675 2.67 %
02-04-2025 11.5019 - 109271 9.27 %
02-05-2025 11.4321 - 108608 8.61 %
02-06-2025 12.2855 - 116716 16.72 %
02-07-2025 12.6349 - 120035 20.04 %
04-08-2025 12.5318 - 119056 19.06 %
02-09-2025 12.8546 - 122122 22.12 %
03-10-2025 12.4429 - 118211 18.21 %
03-11-2025 13.0706 - 124174 24.17 %
07-11-2025 13.0125 - 123622 23.62 %

RETURNS CALCULATOR for Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Business Cycle Fund-Regular Plan-Growth - - - - - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION of Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Amount :
Start :
End :
Period
Data as on - 07-11-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Business Cycle Fund-Regular Plan-Growth 27-08-2024 10.78 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 10.48 24.34 21.77 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 5.09 20.94 17.17 0.0 0.0
Bandhan Business Cycle Fund - Regular Plan - Growth 01-09-2024 3.68 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 3.22 14.4 0.0 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 2.57 0.0 0.0 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 2.41 16.87 0.0 0.0 0.0
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 1.32 16.23 13.16 0.0 0.0
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 1.25 0.0 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 0.04 23.31 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

30.17%

Large Cap

29.71%

Mid Cap

40.11%

Total

100%