Motilal Oswal Business Cycle Fund · Regular · Growth
NAV
₹12.3117
as of 29 Sept 2026
Expense Ratio
2.47%
AUM
₹1,534 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.91%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.47%
SIP returns (XIRR)
- 1Y
- +7.00%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.61%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.25
Sharpe Ratio
+0.06
Alpha
0.32
Beta
0.24
Sortino
17.18%
Std Dev
-25.29%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks12.45%
- Healthcare Services10.95%
- Retailing8.76%
- IT - Software8.08%
- Electrical Equipment7.97%
- Finance7.05%
- Chemicals & Petrochemicals6.37%
- Consumer Durables5.98%
- Commercial Services & Supplies4.95%
- Auto Components4.65%
- Capital Markets4.53%
- Automobiles3.12%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Ellenbarrie Industrial Gases Limited6.37%
- 2Eternal Limited5.43%
- 3Coforge Limited4.94%
- 4Healthcare Global Enterprises Limited4.29%
- 5Kalyan Jewellers India Limited4.17%
- 6Rbl Bank Limited3.86%
- 7Indusind Bank Limited3.48%
- 8Max Healthcare Institute Limited3.37%
- 9Urban Company Ltd3.33%
- 10Apollo Hospitals Enterprise Limited3.29%
What this fund does
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 2 years. It manages assets worth ₹1,534 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.47%.