Motilal Oswal Business Cycle Fund-Regular Plan-IDCW
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 27-08-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.03% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,226.05 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% -If redeemed or switched out on or before 3 months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment. |
12.6522
-0.03 (-0.2102%)
15.29%
Benchmark: 12.41%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | 27-08-2024 | -3.55 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 10.89 | 17.95 | 21.74 | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 2.37 | 16.0 | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 1.81 | - | - | - | - |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | 1.27 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 1.12 | 15.24 | 16.77 | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 0.52 | 11.34 | 13.06 | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | -1.45 | 10.8 | - | - | - |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | -1.51 | 7.82 | 13.36 | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -2.01 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.05%
Others
14.84%
Large Cap
17.33%
Mid Cap
38.78%
