Mutual Funds

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

13.01 +0.03
NAV(₹) as on 7/11/2025

0.23%
1D

10.78%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.02	Launch Date: 27 Aug 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,984.52 Crs
Lock-in: Nil	Investing Style: Small Growth
Portfolio Price To Book Value: 11.82	Min. Investment: SIP : ₹ 500.0 Lumpsum : ₹ 500.0
Scheme Benchmark: NA
Fund Manager: Ajay Khandelwal ,Niket Shah ,Atul Mehra

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 30/9/2025		16.69 %		83.31 %

TOP HOLDINGS

Shaily Engineering Plastics Ltd.

9.87 %

Coforge Ltd.

9.02 %

Kalyan Jewellers India Ltd.

8.01 %

Dixon Technologies (India) Ltd.

7.88 %

Persistent Systems Ltd.

7.29 %

Ellenbarrie Industrial Gases Ltd.

6.92 %

Eternal Ltd.

5.74 %

Trent Ltd.

5.20 %

Healthcare Global Enterprises Ltd.

4.43 %

One97 Communications Ltd.

3.96 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

IT - Software

16.31 %

Plastic Products

9.87 %

Diamond & Jewellery

8.18 %

Consumer Durables - Electron

7.88 %

Industrial Gases & Fuels

6.92 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

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

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 \| 9.83 +0.00	14/10/2025	₹ 38.9	-	-	-	-1.70%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.64 +0.01	14/8/2025	₹ 54.35	-	-	-	6.38%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.54 +0.00	30/10/2024	₹ 71.09	5.24%	-	-	5.28%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.76 +-0.01	20/12/2024	₹ 83.15	-	-	-	-2.40%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.75 +0.02	6/6/2024	₹ 160.76	-11.08%	-	-	-8.96%
Motilal Oswal Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.01 +0.09	17/3/2025	₹ 168.7	-	-	-	20.11%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.98 +0.00	9/12/2024	₹ 195.3	-	-	-	-20.22%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.77 +0.01	6/6/2024	₹ 141.43	-9.73%	-	-	-1.59%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.88 +0.05	28/2/2025	₹ 283.4	-	-	-	18.79%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 13.10 +0.04	27/12/2023	₹ 353.67	-9.86%	-	-	15.59%