loader2
Login Open ICICI 3-in-1 Account
  • Text Size
  • Text to Speech
  • Color Contrast
  • Pause Animations

Sep 18, 2026


Category
AUM (Cr.) 1,547.14
Exit Load (%) 1.00
Min Inv Lumpsum 500
Expense Ratio 2.14
Sharpe Ratio 1.61
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.

Invest Now
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 (IDCW) 2.21 22.19 -2.87 0 0 12.95
Benchmark - Nifty 500 TRI -2.66 4.89 -2 10.1 9.83 0
Category Average -2.01 10.81 3.38 13.44 12.44 10.2
Category Rank 3/2 1/2 1/2 1/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 35.1910 5.03 115.09 59.23 0.00 1,128.29 2.60 500.00 invest
Nippon India Taiwan Equity Fund (G) 35.1910 5.03 115.09 59.23 0.00 1,128.29 2.60 500.00 invest
Samco Special Opportunities Fund - Regular (G) 9.2100 2.79 3.25 0.00 0.00 127.06 3.40 5,000.00 invest
Union Active Momentum Fund - Regular (G) 10.1100 2.43 17.15 0.00 0.00 535.78 3.87 1,000.00 invest
Nippon India Japan Equity Fund (IDCW) 27.9956 -1.24 25.88 19.05 8.60 352.54 2.41 5,000.00 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-Ellen.Indl.Gas Aug 31, 2026 98.49 6.37 21.67
Equity-Eternal Aug 31, 2026 83.99 5.43 -38.85
Equity-Coforge Aug 31, 2026 76.42 4.94 -5.58
Equity-Health.Global Aug 31, 2026 66.38 4.29 9.34
Equity-Kalyan Jewellers Aug 31, 2026 64.44 4.17 -53.51
Reverse Repo-TREPS Aug 31, 2026 64.19 4.15 1,703.09
Equity-RBL Bank Aug 31, 2026 59.69 3.86 73.55
Equity-IndusInd Bank Aug 31, 2026 53.83 3.48 10.00
Equity-Max Healthcare Aug 31, 2026 52.20 3.37 -7.72
Equity-Urban Company Aug 31, 2026 51.51 3.33 27.24

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