Mutual Funds

Motilal Oswal Business Cycle Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

12.90 +0.03
NAV(₹) as on 11/9/2026

0.23%
1D

-0.88%
1Y

-
3Y

-
5Y

Motilal Oswal Business Cycle Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.6	Launch Date: 27 Aug 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,547.14 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 8.29	Min. Investment: SIP : ₹ 500.00 Lumpsum : ₹ 500.00
Scheme Benchmark: NA
Fund Manager: Atul Mehra ,Ankit Agarwal ,Varun Sharma

FUND 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.

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 31/8/2026		4.65 %		95.35 %

TOP HOLDINGS

Ellenbarrie Industrial Gases Ltd.

6.37 %

Eternal Ltd.

5.43 %

Coforge Ltd.

4.94 %

Healthcare Global Enterprises Ltd.

4.29 %

Kalyan Jewellers India Ltd.

4.17 %

RBL Bank Ltd.

3.86 %

IndusInd Bank Ltd.

3.48 %

Max Healthcare Institute Ltd.

3.37 %

Urban Company Ltd.

3.33 %

Apollo Hospitals Enterprise Ltd.

3.29 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Bank - Private

12.44 %

Hospital & Healthcare Servic

10.95 %

IT - Software

8.08 %

Electric Equipment

7.97 %

Industrial Gases & Fuels

6.37 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2024-25	2025-26
NAV (31/3/2026)	11.57	9.98
Net Assets (Rs Crores)	1,75,157.91	1,45,405.64
Scheme Returns(%)(Absolute)	15.73	-12.43
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	2/119	129/133

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.65 +-0.04	14/10/2025	₹ 41.14	-	-	-	-3.48%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.95 +-0.03	30/10/2024	₹ 51.61	-5.43%	-	-	-0.25%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.84 +0.04	14/8/2025	₹ 92.11	23.50%	-	-	26.14%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.91 +-0.01	20/12/2024	₹ 127.03	-1.69%	-	-	-0.52%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.26 +0.04	6/6/2024	₹ 127.06	4.75%	-	-	-3.34%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.91 +-0.02	9/12/2024	₹ 162.68	3.33%	-	-	-12.52%
JioBlackRock Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.75 +-0.03	17/8/2026	₹ 166.92	-	-	-	-2.46%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.92 +0.02	9/3/2026	₹ 116.38	-	-	-	9.20%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.63 +-0.04	6/6/2024	₹ 255.85	-1.11%	-	-	-1.64%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.97 +-0.03	30/1/2026	₹ 262.96	-	-	-	9.73%