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Jul 20, 2026


Category Equity
AUM (Cr.) 1,464.87
Exit Load (%) 1.00
Min Inv Lumpsum 500
Expense Ratio 2.14
Sharpe Ratio -3.55
Beta Ratio 0.00
Fund Manager Atul Mehra
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 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Business Cycle Fund - Regular (G) 6.56 1.95 -3.09 0 0 11.06
Benchmark - Nifty 500 TRI 1.21 -0.11 0.62 12.5 12.29 0
Category Average - BEST EQUITY PERFORMERS 1.39 6.96 5.22 15.15 13.76 11.08
Category Rank 4/10 4/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Pharma & Healthcare Fund (G) 36.0200 1.49 15.56 21.99 13.48 1,010.54 2.28 1,000.00 invest
Aditya Birla SL Pharma & Healthcare Fund (IDCW) 23.7900 1.49 15.57 22.62 13.83 1,010.54 2.28 1,000.00 invest
PGIM India Healthcare Fund - Regular (G) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
PGIM India Healthcare Fund - Regular (IDCW) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 29.4550 -2.11 118.83 47.36 0.00 1,191.72 2.60 500.00 invest

Asset Allocation

Asset Legend Asset 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-Kalyan Jewellers Jun 30, 2026 138.63 9.46 10.20
Equity-Eternal Jun 30, 2026 137.35 9.38 5.59
Equity-Persistent Syste Jun 30, 2026 108.63 7.42 -16.71
Equity-Ellen.Indl.Gas Jun 30, 2026 80.95 5.53 3.34
Equity-Coforge Jun 30, 2026 80.94 5.53 -40.08
Equity-HDFC Bank Jun 30, 2026 71.30 4.87 7.17
Equity-Health.Global Jun 30, 2026 60.71 4.14 -1.68
Equity-Max Healthcare Jun 30, 2026 56.56 3.86 0.00
Equity-CG Power & Ind Jun 30, 2026 51.70 3.53 -9.49
Equity-PG Electroplast Jun 30, 2026 50.82 3.47 -29.05

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Business Cycle Fund - Regular (G)
Contact Person
Atul Mehra
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