Motilal Oswal Business Cycle Fund-Regular Plan-Growth
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 27-08-2024
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: NIFTY 500 TRI
Total Assets: 1984.52 As on (30-09-2025)
Expense Ratio: 2.02% As on (29-09-2025)
Turn over: 81.00% | 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.
NAV as on 29-10-2025
13.2321
0.0932
CAGR Since Inception
21.88%
NIFTY 500 TRI 12.52%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 16.96 | - | - | - | 21.88 |
| NIFTY 500 TRI | 6.25 | 17.14 | 21.08 | 14.57 | 12.52 |
| Equity: Thematic-Business-Cycle | 3.32 | 18.81 | 24.8 | 13.72 | 13.46 |
Funds Manager
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
RETURNS CALCULATORS for Motilal Oswal Business Cycle Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Business Cycle Fund-Regular Plan-Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Motilal Oswal Business Cycle Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 16.96 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 11.88 | 26.95 | 22.87 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 8.93 | 23.05 | 18.39 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 6.99 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 6.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 5.93 | 17.45 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 5.17 | 19.53 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 4.42 | 18.49 | 14.53 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 2.84 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 2.58 | 25.55 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Business Cycle Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | - | - | - | - | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |