Motilal Oswal Business Cycle Fund-Regular Plan-Growth
AUM:
₹ 194.97 Cr
Expense Ratio
2.04%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01DD3
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
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.
Asset Class
Status
Open Ended Schemes
Fund Manager
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
12.862
-0.04 (-0.3258%)
Overview
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.
Asset Allocation
Equity
89.92%
Debt
0.00%
Others
10.08%
Indicators
| Volatility | - |
| Sharp Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 20.35 | - | - | 22.06 |
| NIFTY 500 TRI | -2.93 | 15.54 | 20.71 | 12.42 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Durables | 22.96 |
| Capital Goods | 18.58 |
| Information Technology | 18.03 |
| Chemicals | 11.27 |
| Financial Services | 7.05 |
| Consumer Services | 6.5 |
| Healthcare | 5.53 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Coforge Limited | 10.09 |
| Net Receivables / (Payables) | 10.08 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 9.15 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 8.64 |
| Shaily Engineering Plastics Limited | 8.14 |
| Persistent Systems Ltd | 7.94 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 6.43 |
| POLYCAB INDIA LIMITED EQ | 5.25 |
| Ellenbarrie Industrial Gases Ltd - Locked IN | 5.22 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 5.19 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 20.35 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 4.13 | 22.04 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 3.58 | 0.0 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 2.8 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | -1.06 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | -1.93 | 20.16 | 24.61 | 14.03 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | -2.39 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | -4.27 | 13.12 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | -5.54 | 0.0 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | -7.02 | 15.87 | 0.0 | 0.0 |