Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

Fund House: Motilal Oswal Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 27-08-2024
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.04% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 1,949.73 Cr As on 31-07-2025(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.

12.54

19.13%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnMotilal Oswal Business Cycle Fund-Regular Plan-IDCWMotilal Oswal Business Cycle Fund-Regular Plan-IDCWNIFTY 500 TRIEquity: Thematic-OthersGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 - - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 6.42 19.33 17.71 23.76 -
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 2.09 19.12 19.48 29.91 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 0.53 20.65 20.0 22.42 12.92
HDFC Defence Fund - Growth Option 02-06-2023 0.52 38.7 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

30.18%

Others

10.08%

Large Cap

14.48%

Mid Cap

45.26%

Feedback
Notification