Motilal Oswal Business Cycle Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,752 Cr
Expense Ratio
0.43%
ISIN
INF247L01DG6
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
27 Aug 2024
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹11.67, Assets Under Management (AUM) of 1751.58 Crores, and an expense ratio of 0.43%.
- Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 16.69% since inception.
- The fund's asset allocation comprises around 71.62% in equities, 0.00% in debts, and 28.38% in cash & cash equivalents.
- You can start investing in Motilal Oswal Business Cycle Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+16.69%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹1,254.57 Cr | 71.62% |
| Others | ₹497.01 Cr | 28.38% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Net Receivables / (Payables) | Cash | ₹436.6 Cr | 24.93% |
| Shaily Engineering Plastics Ltd | Equity | ₹182.39 Cr | 10.41% |
| Coforge Ltd | Equity | ₹162.18 Cr | 9.26% |
| Trent Ltd | Equity | ₹159.75 Cr | 9.12% |
| Polycab India Ltd | Equity | ₹128.7 Cr | 7.35% |
| Kalyan Jewellers India Ltd | Equity | ₹116.81 Cr | 6.67% |
| Trent Limited April 2025 Future | Equity - Future | ₹-95.19 Cr | 5.43% |
| HealthCare Global Enterprises Ltd | Equity | ₹94.87 Cr | 5.42% |
| PG Electroplast Ltd | Equity | ₹91.66 Cr | 5.23% |
| CG Power & Industrial Solutions Ltd | Equity | ₹91.39 Cr | 5.22% |
| Persistent Systems Ltd | Equity | ₹82.71 Cr | 4.72% |
| One97 Communications Ltd | Equity | ₹62.68 Cr | 3.58% |
| Dixon Technologies (India) Ltd | Equity | ₹61.1 Cr | 3.49% |
| Collateralized Borrowing & Lending Obligation | Cash - Collateral | ₹60.41 Cr | 3.45% |
| Future on Dixon Technologies (India) Ltd | Equity - Future | ₹-58.34 Cr | 3.33% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹51.76 Cr | 2.96% |
| Future on One97 Communications Ltd | Equity - Future | ₹-51.09 Cr | 2.92% |
| Bajaj Holdings and Investment Ltd | Equity | ₹45.19 Cr | 2.58% |
| Sky Gold and Diamonds Ltd | Equity | ₹41.82 Cr | 2.39% |
| ITD Cementation India Ltd | Equity | ₹35.39 Cr | 2.02% |
| OneSource Specialty Pharma Ltd | Equity | ₹34.72 Cr | 1.98% |
| V2 Retail Ltd | Equity | ₹14.13 Cr | 0.81% |
| Supreme Petrochem Ltd | Equity | ₹1.95 Cr | 0.11% |
Allocation By Market Cap (Equity)
Large Cap Stocks
27.22%
Mid Cap Stocks
21.47%
Small Cap Stocks
26.39%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹460.32 Cr | 26.28% |
| Consumer Cyclical | ₹332.51 Cr | 18.98% |
| Industrials | ₹255.48 Cr | 14.59% |
| Basic Materials | ₹184.33 Cr | 10.52% |
| Healthcare | ₹129.59 Cr | 7.40% |
| Communication Services | ₹51.76 Cr | 2.96% |
| Financial Services | ₹45.19 Cr | 2.58% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Ajay Khandelwal
Since August 2024
Niket Shah
Since August 2024
Rakesh Shetty
Since August 2024
Atul Mehra
Since August 2024
Sunil Sawant
Since August 2024
Additional Scheme Detailsas of 31st March 2025
ISIN INF247L01DG6 | Expense Ratio 0.43% | Exit Load 1.00% | Fund Size ₹1,752 Cr | Age 7 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TRI |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Motilal Oswal Business Cycle Fund Direct Growth?
What is the portfolio composition of Motilal Oswal Business Cycle Fund Direct Growth?
Who manages the Motilal Oswal Business Cycle Fund Direct Growth?
- Ajay Khandelwal
- Niket Shah
- Rakesh Shetty
- Atul Mehra
- Sunil Sawant
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Motilal Oswal Business Cycle Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,752 Cr
Expense Ratio
0.43%
ISIN
INF247L01DG6
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
27 Aug 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹11.67, Assets Under Management (AUM) of 1751.58 Crores, and an expense ratio of 0.43%.
- Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 16.69% since inception.
- The fund's asset allocation comprises around 71.62% in equities, 0.00% in debts, and 28.38% in cash & cash equivalents.
- You can start investing in Motilal Oswal Business Cycle Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+16.69%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹1,254.57 Cr | 71.62% |
| Others | ₹497.01 Cr | 28.38% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Net Receivables / (Payables) | Cash | ₹436.6 Cr | 24.93% |
| Shaily Engineering Plastics Ltd | Equity | ₹182.39 Cr | 10.41% |
| Coforge Ltd | Equity | ₹162.18 Cr | 9.26% |
| Trent Ltd | Equity | ₹159.75 Cr | 9.12% |
| Polycab India Ltd | Equity | ₹128.7 Cr | 7.35% |
| Kalyan Jewellers India Ltd | Equity | ₹116.81 Cr | 6.67% |
| Trent Limited April 2025 Future | Equity - Future | ₹-95.19 Cr | 5.43% |
| HealthCare Global Enterprises Ltd | Equity | ₹94.87 Cr | 5.42% |
| PG Electroplast Ltd | Equity | ₹91.66 Cr | 5.23% |
| CG Power & Industrial Solutions Ltd | Equity | ₹91.39 Cr | 5.22% |
| Persistent Systems Ltd | Equity | ₹82.71 Cr | 4.72% |
| One97 Communications Ltd | Equity | ₹62.68 Cr | 3.58% |
| Dixon Technologies (India) Ltd | Equity | ₹61.1 Cr | 3.49% |
| Collateralized Borrowing & Lending Obligation | Cash - Collateral | ₹60.41 Cr | 3.45% |
| Future on Dixon Technologies (India) Ltd | Equity - Future | ₹-58.34 Cr | 3.33% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹51.76 Cr | 2.96% |
| Future on One97 Communications Ltd | Equity - Future | ₹-51.09 Cr | 2.92% |
| Bajaj Holdings and Investment Ltd | Equity | ₹45.19 Cr | 2.58% |
| Sky Gold and Diamonds Ltd | Equity | ₹41.82 Cr | 2.39% |
| ITD Cementation India Ltd | Equity | ₹35.39 Cr | 2.02% |
| OneSource Specialty Pharma Ltd | Equity | ₹34.72 Cr | 1.98% |
| V2 Retail Ltd | Equity | ₹14.13 Cr | 0.81% |
| Supreme Petrochem Ltd | Equity | ₹1.95 Cr | 0.11% |
Allocation By Market Cap (Equity)
Large Cap Stocks
27.22%
Mid Cap Stocks
21.47%
Small Cap Stocks
26.39%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹460.32 Cr | 26.28% |
| Consumer Cyclical | ₹332.51 Cr | 18.98% |
| Industrials | ₹255.48 Cr | 14.59% |
| Basic Materials | ₹184.33 Cr | 10.52% |
| Healthcare | ₹129.59 Cr | 7.40% |
| Communication Services | ₹51.76 Cr | 2.96% |
| Financial Services | ₹45.19 Cr | 2.58% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Ajay Khandelwal
Since August 2024
Niket Shah
Since August 2024
Rakesh Shetty
Since August 2024
Atul Mehra
Since August 2024
Sunil Sawant
Since August 2024
Additional Scheme Detailsas of 31st March 2025
ISIN INF247L01DG6 | Expense Ratio 0.43% | Exit Load 1.00% | Fund Size ₹1,752 Cr | Age 7 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TRI |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Motilal Oswal Business Cycle Fund Direct Growth?
What is the portfolio composition of Motilal Oswal Business Cycle Fund Direct Growth?
Who manages the Motilal Oswal Business Cycle Fund Direct Growth?
- Ajay Khandelwal
- Niket Shah
- Rakesh Shetty
- Atul Mehra
- Sunil Sawant
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Trending Mutual Funds Searches
Popular Equity Funds
Popular Debt Funds
Track all you investments in one place
Download Wealth Monitor App
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Get your portfolio reviewed by experts
