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Open ICICI 3-in-1 Account

Apr 02, 2026

Category Equity
AUM (Cr.) 1,674.23
Exit Load (%) 1.00
Min Inv Lumpsum 500
Expense Ratio 2.19
Sharpe Ratio -6.51
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

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Business Cycle Fund - Regular (IDCW) -5.88 -17.35 -11.11 0 0 1.4
Benchmark - Nifty 500 TRI -8.28 -8.43 -0.6 13.97 12.03 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Business Cycle Fund - Regular (IDCW) -5.88 -17.35 -11.11 0 0 1.4
Benchmark - Nifty 500 TRI -8.28 -8.43 -0.6 13.97 12.03 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 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-Persistent Syste Jan 31, 2026 174.41 9.33 -18.21
Equity-Shaily Engineer. Jan 31, 2026 167.45 8.96 -15.38
Equity-Coforge Jan 31, 2026 157.11 8.41 -0.55
Equity-Bharti Airtel Jan 31, 2026 149.20 7.98 -25.41
Equity-HDFC Bank Jan 31, 2026 143.86 7.70 0.00
Equity-Eternal Jan 31, 2026 136.80 7.32 4.98
Equity-Kalyan Jewellers Jan 31, 2026 126.58 6.77 -25.47
Reverse Repo-Reverse Repo Jan 31, 2026 111.93 5.99 -36.33
Equity-Health.Global Jan 31, 2026 103.61 5.54 -10.57
Equity-ICICI Bank Jan 31, 2026 101.63 5.44 51.35

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Business Cycle Fund - Regular (IDCW)
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