Motilal Oswal Business Cycle Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 19-11-2024
₹ 11.7
▲1.3%
1D
Inception Returns
16.6%
/yr
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 . The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Business Cycle Fund Direct Growth has ₹1136 Cr worth of assets under management (AUM) as on Oct 2024 and is less than category average.
- The fund has an expense ratio 0.6.
Returns
Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 16.65% since inception.
Holdings
Motilal Oswal Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Tech, Basic Materials, Financial Services, Industrial, Communication, Health. Its top holdings are Coforge Ltd, Kalyan Jewellers India Ltd, Trent Ltd, Shaily Engineering Plastics Ltd, Deepak Fertilisers & Petrochemicals Corp 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 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.
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.
Historical NAV & Returns
Motilal Oswal Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.55% |
Benchmark | Nifty 500 TRI |
| AUM | ₹1136 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 |
Trailing Returns
as on (19-Nov-24)
Fund Distribution
as on (31-Oct-24)
Top Growth Drivers | 1M Return |
|---|---|
 Deepak Fertilizers & Petrochemicals Corp Ltd | 28.5% |
 Coforge Ltd | 18.9% |
Sky Gold Ltd | 8% |
Motilal Oswal Business Cycle Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1136 Cr
Expense Ratio 0.55%
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 | 2.26% | 2.26% |
6 Month Returns | 0% | 0% |
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 |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
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Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
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Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
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