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NRI
  • Mutual Fund
  • Motilal Oswal Business Cycle Fund - Regular (IDCW)

Jan 17, 2025

Category

Equity

AUM (Cr.)

1,798.62

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.00

Sharpe Ratio

36.61

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Aug 27, 2024

Risk Level

Very High

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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Business Cycle Fund - Regular (IDCW) -11.12 0 0 0 0 18.09
Benchmark - Nifty 500 TRI -7.01 -6.08 10.54 12.47 17.72 0
Category Average - BEST EQUITY PERFORMERS -5.91 -4.26 17.03 15.02 19.94 13.57
Category Rank 3/10 4/10 6/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 20.2730 1.78 30.68 0.00 0.00 4,647.38 1.86 100.00 invest
HDFC Defence Fund - Regular (IDCW) 20.2730 1.78 30.68 0.00 0.00 4,647.38 1.86 100.00 invest
Invesco India PSU Equity Fund (IDCW) 42.4100 1.39 19.30 28.58 24.98 1,285.76 0.00 1,000.00 invest
Invesco India PSU Equity Fund (G) 58.2100 1.38 19.31 28.58 24.97 1,285.76 0.00 1,000.00 invest
ICICI Pru Transportation and Logistics Fund-Reg (IDCW) 16.1300 -7.93 23.36 0.00 0.00 3,101.23 1.95 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Premier Energies Dec 31, 2024 88.59 4.93 281.84
Equity-Trent Dec 31, 2024 160.28 8.91 34.78
Equity-Shaily Engineer. Dec 31, 2024 107.37 5.97 -17.24
Equity-Jio Financial Dec 31, 2024 89.61 4.98 -9.03
Equity-One 97 Dec 31, 2024 142.19 7.91 37.71
Equity-Polycab India Dec 31, 2024 163.63 9.10 28.12
Equity-Kalyan Jewellers Dec 31, 2024 134.09 7.46 23.40
Equity-Coforge Dec 31, 2024 169.10 9.40 34.27
Equity-PG Electroplast Dec 31, 2024 117.67 6.54 0.00
Net CA & Others-Net CA & Others Dec 31, 2024 214.41 11.92 540.52

latest news

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Jan 14, 2025 10:36

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Dec 27, 2024 15:08

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Dec 27, 2024 14:38

Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Dec 24, 2024 12:15

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Rohan Gandhi has been appo...

Dec 13, 2024 11:56

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Nov 26, 2024 11:02

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Business Cycle Fund - Regular (IDCW)
Contact Persone : Ajay Khandelwal
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com