Mutual Funds

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

10.22 +0.06
NAV(₹) as on 20/3/2026

0.58%
1D

-9.97%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.19	Launch Date: 27 Aug 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,674.23 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 7.13	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 28/2/2026		6.07 %		93.93 %

TOP HOLDINGS

Kalyan Jewellers India Ltd.

8.57 %

Persistent Systems Ltd.

8.17 %

Shaily Engineering Plastics Ltd.

7.77 %

Eternal Ltd.

7.36 %

Coforge Ltd.

6.73 %

HDFC Bank Ltd.

6.15 %

Healthcare Global Enterprises Ltd.

5.90 %

PG Electroplast Ltd.

5.57 %

ICICI Bank Ltd.

5.32 %

Bharti Airtel Ltd.

5.13 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Bank - Private

18.15 %

IT - Software

14.90 %

Diamond & Jewellery

8.57 %

Hospital & Healthcare Servic

8.08 %

Plastic Products

7.77 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2024-25	2025-26
NAV (20/3/2026)	11.57	10.22
Net Assets (Rs Crores)	1,75,157.91	1,67,422.73
Scheme Returns(%)(Absolute)	15.73	-10.23
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	2/119	130/133

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 \| 8.81 +0.05	14/10/2025	₹ 38.73	-	-	-	-11.95%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.18 +0.00	30/10/2024	₹ 54.98	-4.07%	-	-	-5.99%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.79 +0.06	14/8/2025	₹ 65.87	-	-	-	-2.12%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.75 +0.04	20/12/2024	₹ 96.66	-4.48%	-	-	-10.16%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.50 +0.06	6/6/2024	₹ 131.97	-1.32%	-	-	-14.87%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.07 +0.11	6/6/2024	₹ 143.03	2.80%	-	-	-5.34%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.44 +0.07	30/1/2026	₹ 162.28	-	-	-	-5.60%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.20 +0.04	9/12/2024	₹ 180.6	-8.43%	-	-	-22.72%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.02 +0.13	27/12/2023	₹ 309.6	-1.74%	-	-	8.61%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.14 +-0.01	28/2/2025	₹ 362.26	4.83%	-	-	10.74%