Mutual Funds

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

11.41 -0.14
NAV(₹) as on 8/7/2026

-1.23%
1D

-9.37%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.14	Launch Date: 27 Aug 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,494.31 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 7.03	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 31/5/2026		1.89 %		98.11 %

TOP HOLDINGS

Coforge Ltd.

9.04 %

Persistent Systems Ltd.

8.73 %

Eternal Ltd.

8.70 %

Kalyan Jewellers India Ltd.

8.42 %

Ellenbarrie Industrial Gases Ltd.

5.24 %

PG Electroplast Ltd.

4.79 %

HDFC Bank Ltd.

4.45 %

Healthcare Global Enterprises Ltd.

4.13 %

Bharti Airtel Ltd.

4.02 %

CG Power and Industrial Solutions Ltd.

3.82 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

IT - Software

17.77 %

Bank - Private

14.08 %

e-Commerce

8.70 %

Diamond & Jewellery

8.42 %

Hospital & Healthcare Servic

7.26 %

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 \| 9.44 +-0.13	14/10/2025	₹ 38.56	-	-	-	-5.55%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.96 +-0.21	30/10/2024	₹ 53.63	-6.38%	-	-	-0.22%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.40 +-0.18	14/8/2025	₹ 74.13	-	-	-	13.97%
ITI Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.24 +-0.17	9/3/2026	₹ 107.82	-	-	-	2.40%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.47 +-0.18	20/12/2024	₹ 110.94	-5.96%	-	-	-3.46%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.40 +-0.08	6/6/2024	₹ 130.01	-3.34%	-	-	-8.01%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.91 +-0.17	9/12/2024	₹ 172.16	-0.55%	-	-	-13.79%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.71 +-0.20	30/1/2026	₹ 205.55	-	-	-	7.15%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.52 +-0.16	6/6/2024	₹ 246.98	-4.22%	-	-	-2.35%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.63 +-0.19	28/2/2025	₹ 424.11	6.94%	-	-	18.82%