Motilal Oswal Business Cycle Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (21-Jan-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,799 Cr
Expense Ratio
2.00%
ISIN
INF247L01DD3
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
27 Aug 2024
About this fund
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹11.48, Assets Under Management (AUM) of 1798.62 Crores, and an expense ratio of 2%.
- Motilal Oswal Business Cycle Fund Regular Growth has given a CAGR return of 14.83% since inception.
- The fund's asset allocation comprises around 88.08% in equities, 0.00% in debts, and 11.92% in cash & cash equivalents.
- You can start investing in Motilal Oswal Business Cycle Fund Regular 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
+14.83%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹1,584.21 Cr | 88.08% |
| Others | ₹214.41 Cr | 11.92% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Net Receivables / (Payables) | Cash | ₹214.41 Cr | 11.92% |
| Coforge Ltd | Equity | ₹169.1 Cr | 9.40% |
| Polycab India Ltd | Equity | ₹163.63 Cr | 9.10% |
| Trent Ltd | Equity | ₹160.28 Cr | 8.91% |
| One97 Communications Ltd | Equity | ₹142.19 Cr | 7.91% |
| Kalyan Jewellers India Ltd | Equity | ₹134.09 Cr | 7.46% |
| PG Electroplast Ltd | Equity | ₹117.67 Cr | 6.54% |
| Shaily Engineering Plastics Ltd | Equity | ₹107.37 Cr | 5.97% |
| Jio Financial Services Ltd | Equity | ₹89.61 Cr | 4.98% |
| Premier Energies Ltd | Equity | ₹88.59 Cr | 4.93% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹88.31 Cr | 4.91% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹83.75 Cr | 4.66% |
| Oracle Financial Services Software Ltd | Equity | ₹63.95 Cr | 3.56% |
| HealthCare Global Enterprises Ltd | Equity | ₹63.44 Cr | 3.53% |
| Sky Gold Ltd | Equity | ₹46.99 Cr | 2.61% |
| Mahindra & Mahindra Ltd | Equity | ₹37.59 Cr | 2.09% |
| Zomato Ltd | Equity | ₹17.05 Cr | 0.95% |
| Waaree Energies Ltd | Equity | ₹10.6 Cr | 0.59% |
Allocation By Market Cap (Equity)
Large Cap Stocks
21.84%
Mid Cap Stocks
37.41%
Small Cap Stocks
23.31%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹592.1 Cr | 32.92% |
| Consumer Cyclical | ₹396 Cr | 22.02% |
| Basic Materials | ₹191.12 Cr | 10.63% |
| Industrials | ₹163.63 Cr | 9.10% |
| Financial Services | ₹89.61 Cr | 4.98% |
| Communication Services | ₹88.31 Cr | 4.91% |
| Healthcare | ₹63.44 Cr | 3.53% |
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 December 2024
ISIN INF247L01DD3 | Expense Ratio 2.00% | Exit Load 1.00% | Fund Size ₹1,799 Cr | Age 4 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  |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹212.14 Cr | 6.1% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹212.14 Cr | 5.7% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹534.00 Cr | 13.6% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹534.00 Cr | 11.9% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹3101.23 Cr | 20.1% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3101.23 Cr | 18.7% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹414.11 Cr | 5.4% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹98.49 Cr | 12.0% |
Risk Level
Your principal amount will be at Very High Risk
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Related Articles
Still got questions?
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What is the current NAV of Motilal Oswal Business Cycle Fund Regular Growth?
What is the portfolio composition of Motilal Oswal Business Cycle Fund Regular Growth?
Who manages the Motilal Oswal Business Cycle Fund Regular Growth?
- Ajay Khandelwal
- Niket Shah
- Rakesh Shetty
- Atul Mehra
- Sunil Sawant
Motilal Oswal Business Cycle Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (21-Jan-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,799 Cr
Expense Ratio
2.00%
ISIN
INF247L01DD3
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 21-Jan-25, it has a Net Asset Value (NAV) of ₹11.48, Assets Under Management (AUM) of 1798.62 Crores, and an expense ratio of 2%.
- Motilal Oswal Business Cycle Fund Regular Growth has given a CAGR return of 14.83% since inception.
- The fund's asset allocation comprises around 88.08% in equities, 0.00% in debts, and 11.92% in cash & cash equivalents.
- You can start investing in Motilal Oswal Business Cycle Fund Regular 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
+14.83%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹1,584.21 Cr | 88.08% |
| Others | ₹214.41 Cr | 11.92% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Net Receivables / (Payables) | Cash | ₹214.41 Cr | 11.92% |
| Coforge Ltd | Equity | ₹169.1 Cr | 9.40% |
| Polycab India Ltd | Equity | ₹163.63 Cr | 9.10% |
| Trent Ltd | Equity | ₹160.28 Cr | 8.91% |
| One97 Communications Ltd | Equity | ₹142.19 Cr | 7.91% |
| Kalyan Jewellers India Ltd | Equity | ₹134.09 Cr | 7.46% |
| PG Electroplast Ltd | Equity | ₹117.67 Cr | 6.54% |
| Shaily Engineering Plastics Ltd | Equity | ₹107.37 Cr | 5.97% |
| Jio Financial Services Ltd | Equity | ₹89.61 Cr | 4.98% |
| Premier Energies Ltd | Equity | ₹88.59 Cr | 4.93% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Equity | ₹88.31 Cr | 4.91% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹83.75 Cr | 4.66% |
| Oracle Financial Services Software Ltd | Equity | ₹63.95 Cr | 3.56% |
| HealthCare Global Enterprises Ltd | Equity | ₹63.44 Cr | 3.53% |
| Sky Gold Ltd | Equity | ₹46.99 Cr | 2.61% |
| Mahindra & Mahindra Ltd | Equity | ₹37.59 Cr | 2.09% |
| Zomato Ltd | Equity | ₹17.05 Cr | 0.95% |
| Waaree Energies Ltd | Equity | ₹10.6 Cr | 0.59% |
Allocation By Market Cap (Equity)
Large Cap Stocks
21.84%
Mid Cap Stocks
37.41%
Small Cap Stocks
23.31%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹592.1 Cr | 32.92% |
| Consumer Cyclical | ₹396 Cr | 22.02% |
| Basic Materials | ₹191.12 Cr | 10.63% |
| Industrials | ₹163.63 Cr | 9.10% |
| Financial Services | ₹89.61 Cr | 4.98% |
| Communication Services | ₹88.31 Cr | 4.91% |
| Healthcare | ₹63.44 Cr | 3.53% |
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 December 2024
ISIN INF247L01DD3 | Expense Ratio 2.00% | Exit Load 1.00% | Fund Size ₹1,799 Cr | Age 4 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 |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹212.14 Cr | 6.1% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹212.14 Cr | 5.7% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹534.00 Cr | 13.6% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹534.00 Cr | 11.9% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹3101.23 Cr | 20.1% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3101.23 Cr | 18.7% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹414.11 Cr | 5.4% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹98.49 Cr | 12.0% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Motilal Oswal Business Cycle Fund Regular Growth?
What is the portfolio composition of Motilal Oswal Business Cycle Fund Regular Growth?
Who manages the Motilal Oswal Business Cycle Fund Regular Growth?
- Ajay Khandelwal
- Niket Shah
- Rakesh Shetty
- Atul Mehra
- Sunil Sawant
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