Motilal Oswal Business Cycle Fund Direct Growth
NAV as on 27-03-2025
₹ 11.75
Inception Returns
16.2%
/yr
Historical NAV & Returns
About Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth is an equity fund. This fund was started on 27 August, 2024. The fund is managed by Ajay Khandelwal, Niket Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Business Cycle Fund Direct Growth has ₹1603 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
- The fund has an expense ratio 0.5.
Returns
Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 16.20% since inception.
Holdings
Motilal Oswal Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Industrial, Basic Materials, Communication, Financial Services, Health. Its top holdings are Shaily Engineering Plastics Ltd, Coforge Ltd, Trent Ltd, PG Electroplast Ltd, Polycab India Ltd
Taxation
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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Business Cycle Fund Direct Growth
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 and lockin period
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.
Motilal Oswal Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.45% |
Benchmark | Nifty 500 TRI |
| AUM | ₹1603 Cr |
| Inception Date | 27 August, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund 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 |
Trailing Returns
as on (27-Mar-25)
Fund Distribution
as on (28-Feb-25)
- AUM of the fund stands at 1.6K Cr as of Feb'25
- AUM decreased by 42.4 Cr between Feb'25 and Jan'25
Top 3 Sectors in February were Tech, Consumer Cyclical & Communication
Top Growth Drivers | 1M Return |
|---|---|
 HDFC Bank Ltd | 6.2% |
 Bajaj Holdings & Investment Ltd | 4.4% |
 ITD Cementation India Ltd | 4.3% |
Motilal Oswal Business Cycle Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1603 Cr
Expense Ratio 0.45%
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Frequently Asked Questions for Motilal Oswal Business Cycle Fund Direct Growth
Motilal Oswal Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.47% | 4.47% |
6 Month Returns | 1.41% | 1.41% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
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