Motilal Oswal Business Cycle Fund-Regular Plan-Growth
₹11.1249
₹0.08 (-0.69%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹11.1249
₹0.08 (-0.69%)
29 May 2026
AMFI: 152794
Direct · Growth
₹₹11.3963
₹0.08 (-0.69%)
29 May 2026
AMFI: 152796
Regular · IDCW
₹₹11.1250
₹0.08 (-0.69%)
29 May 2026
AMFI: 152795
Direct · IDCW
₹₹11.3956
₹0.08 (-0.69%)
29 May 2026
AMFI: 152797
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹10,500
Invested
₹9,924
Value today
-6.1%
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
₹1,112
Value today
6.3%
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
₹5,90,868
Value today
-11.5%
vs lumpsum
Direct lumpsum would have beaten STP by 11.5% — but STP reduced timing risk
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
ICICI Prudential Infrastructure Fund - Growth
SBI PSU Fund - REGULAR PLAN -Growth
Direct vs Regular — ₹500/month over 1 years
Expense ratio drag on your actual returns
Direct plan
₹6,100
Regular plan
₹6,061
Direct earns ₹39 more on a ₹6K investment — 0.65% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.57
Sharpe Ratio
-0.10
Alpha
0.50
Beta
-0.53
Sortino
19.29%
Std Dev
-25.29%
Max Drawdown
Portfolio Holdings
Top 45 holdings · as of Apr 2026
| Security | % NAV |
|---|---|
Persistent Systems Limited INE262H01021 | 9.69% |
Kalyan Jewellers India Limited INE303R01014 | 9.05% |
Eternal Limited INE758T01015 | 8.08% |
Coforge Limited INE591G01025 | 7.28% |
Healthcare Global Enterprises Limited INE075I01017 | 6.49% |
ICICI Bank Limited INE090A01021 | 5.36% |
PG Electroplast Limited INE457L01029 | 4.80% |
HDFC Bank Limited INE040A01034 | 4.50% |
Bharti Airtel Limited INE397D01024 | 4.03% |
Ellenbarrie Industrial Gases Limited INE236E01022 | 3.94% |
Dr. Reddy's Laboratories Limited INE089A01031 | 3.07% |
CG Power and Industrial Solutions Limited INE067A01029 | 2.97% |
Apollo Hospitals Enterprise Limited INE437A01024 | 2.92% |
Neuland Laboratories Limited INE794A01010 | 2.84% |
Billionbrains Garage Ventures Ltd INE0HOQ01053 | 2.81% |
IndusInd Bank Limited INE095A01012 | 2.74% |
Kotak Mahindra Bank Limited INE237A01036 | 2.43% |
Muthoot Finance Limited INE414G01012 | 2.43% |
AU Small Finance Bank Limited INE949L01017 | 2.41% |
Ashok Leyland Limited INE208A01029 | 2.12% |
Thirumalai Chemicals Limited INE338A01024 | 1.54% |
UNO Minda Limited INE405E01023 | 1.44% |
| Security | % NAV |
|---|---|
Kalyan Jewellers India Limited INE303R01014 | 920.00% |
Persistent Systems Ltd INE262H01021 | 863.00% |
Eternal Limited INE758T01015 | 807.00% |
Coforge Limited INE591G01025 | 723.00% |
Healthcare Global Enterprises Limited INE075I01017 | 655.00% |
ICICI Bank Limited INE090A01021 | 520.00% |
Ellenbarrie Industrial Gases Limited INE236E01022 | 506.00% |
PG Electroplast Limited INE457L01029 | 505.00% |
HDFC Bank Limited INE040A01034 | 439.00% |
Bharti Airtel Limited INE397D01024 | 395.00% |
CG Power and Industrial Solutions Limited INE067A01029 | 342.00% |
Neuland Laboratories Limited INE794A01010 | 328.00% |
IndusInd Bank Limited INE095A01012 | 309.00% |
Dr Reddys Laboratories Limited INE089A01031 | 300.00% |
Apollo Hospitals Enterprise Limited INE437A01024 | 278.00% |
AU Small Finance Bank Limited INE949L01017 | 269.00% |
Collateralized Borrowing & Lending Obligation | 251.00% |
Kotak Mahindra Bank Ltd INE237A01036 | 244.00% |
Muthoot Finance Limited INE414G01012 | 243.00% |
Billionbrains Garage Ventures Ltd INE0HOQ01053 | 236.00% |
Ashok Leyland Limited INE208A01029 | 233.00% |
UNO Minda Limited INE405E01023 | 184.00% |
Thirumalai Chemicals Limited INE338A01024 | 176.00% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Motilal Oswal Business Cycle Fund-Regular Plan-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 Plan-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