Equity
Direct
Equity - Other
NAV as on 25-10-2024
₹ 11.17
1D
Inception Returns
11.7%
/yr
Motilal Oswal Business Cycle Fund Direct Growth is an equity fund. This fund was started on 27 August, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 11.72% since inception.
Motilal Oswal Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Basic Materials, Tech, Financial Services, Industrial, Communication. Its top holdings are Jio Financial Services Ltd, Shaily Engineering Plastics Ltd, Kalyan Jewellers India Ltd, Coforge Ltd, Bharti Airtel Ltd (Partly Paid Rs.1.25)
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Business Cycle Fund Direct Growth has no lock in period.
Expense ratio | 0.58% |
Benchmark | Nifty 500 TRI |
AUM | ₹1028 Cr |
Inception Date | 27 August, 2024 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Redeeming before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
as on (25-Oct-24)
as on (30-Sep-24)
Motilal Oswal Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -2.27% | -2.27% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |