Motilal Oswal Business Cycle Fund-Regular Plan-Growth
AUM:
₹ 198.45 Cr
Expense Ratio
2.02%
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
13.0161
0.01 (0.0469%)
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
82.11%
Debt
0.00%
Others
17.89%
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 | 15.11 | - | - | 20.48 |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 | 12.51 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 16.31 |
| Consumer Durables | 16.06 |
| Capital Goods | 13.82 |
| Chemicals | 11.14 |
| Consumer Services | 10.94 |
| Healthcare | 7.74 |
| Financial Services | 7.28 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Net Receivables / (Payables) | 10.96 |
| Shaily Engineering Plastics Limited | 9.87 |
| Coforge Limited | 9.02 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 8.01 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 7.88 |
| Persistent Systems Ltd | 7.29 |
| Collateralized Borrowing & Lending Obligation | 6.92 |
| ZOMATO LIMITED EQ | 5.74 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 5.2 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 4.43 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 15.11 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 8.4 | 23.71 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 7.42 | 18.27 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.47 | 0.0 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 5.08 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 3.93 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 3.78 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 1.68 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 0.87 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 0.32 | 21.79 | 24.42 | 13.43 |