Motilal Oswal Business Cycle Fund · Regular · Growth
NAV
₹12.3156
as of 31 Jul 2026
Expense Ratio
2.19%
AUM
₹1,532 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.26%
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.43%
SIP returns (XIRR)
- 1Y
- +7.27%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.60%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.01
Sharpe Ratio
+0.00
Alpha
0.32
Beta
-0.01
Sortino
17.97%
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 ₹1,532 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