Motilal Oswal Business Cycle Fund · Regular · Growth
NAV
₹11.3692
as of 16 Jun 2026
Expense Ratio
2.19%
AUM
₹1,783 Cr
Lumpsum returns (CAGR)
- 1Y
- -6.89%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.38%
SIP returns (XIRR)
- 1Y
- -8.06%
- 3Y
- —
- 5Y
- —
- Since Inception
- -2.49%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹11,000
Invested
₹10,041
Value today
-9.8%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,071
Value today
3.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹5,69,680
Value today
-11.3%
vs lumpsum
Direct lumpsum would have beaten STP by 11.3% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.61
Sharpe Ratio
-0.12
Alpha
0.57
Beta
-0.57
Sortino
19.39%
Std Dev
-25.29%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- IT - Software17.00%
- Banks17.00%
- Consumer Durables14.00%
- Healthcare Services9.00%
- Retailing8.00%
- Pharmaceuticals & Biotechnology6.00%
- Chemicals & Petrochemicals5.00%
- Telecom - Services4.00%
- Electrical Equipment3.00%
- Capital Markets3.00%
- Finance2.00%
- Agricultural, Commercial & Construction Vehicles2.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Kalyan Jewellers India Limited9.20%
- 2Persistent Systems Ltd8.63%
- 3Eternal Limited8.07%
- 4Coforge Limited7.23%
- 5Healthcare Global Enterprises Limited6.55%
- 6Icici Bank Limited5.20%
- 7Ellenbarrie Industrial Gases Limited5.06%
- 8Pg Electroplast Limited5.05%
- 9Hdfc Bank Limited4.39%
- 10Bharti Airtel Limited3.95%
Investment Objective
Motilal Oswal Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Motilal Oswal Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,783 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.19%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations