Motilal Oswal Business Cycle Fund Direct Growth
NAV as on 17-04-2025
₹ 11.67
▲1.1%
1D
Inception Returns
16.7%
/yr
Historical NAV & Returns
Absolute
▲
▼
2977 people have invested ₹ 2.5Cr in Motilal Oswal Business Cycle Fund Direct Growth in the last three months
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 ₹1752 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
Motilal Oswal Business Cycle Fund Direct Growth has given a CAGR return of 16.69% since inception.
Holdings
Motilal Oswal Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Industrial, Basic Materials, Health, Communication, Financial Services. Its top holdings are Shaily Engineering Plastics Ltd, Coforge Ltd, Trent Ltd, Polycab India Ltd, Kalyan Jewellers 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 benefitDividends 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 | 0.43% |
Benchmark | Nifty 500 TRI |
| AUM | ₹1752 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 (17-Apr-25)
Fund Distribution
as on (31-Mar-25)
Mid cap
27.7%
Large cap
27.2%
Small cap
26.4%
Sector Allocation
Tech
31.5%
Consumer Cyclical
22.8%
Industrial
17.5%
Basic Materials
12.6%
Health
8.9%
Communication
3.5%
Financial Services
3.1%
All changes are between Jan'25 and Mar'25
- This fund’s returns stands at 7.86% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund outperformed Nifty 500 by 0.61% in Mar'25
- AUM of the fund stands at 1.8K Cr as of Mar'25
- AUM increased by 149 Cr between Mar'25 and Feb'25
Top Stocks bought last month
CG Power & Industrial Solutions Ltd's allocation increased from 3.57% to 5.22%
Polycab India Ltd's allocation increased from 5.88% to 7.35%
One97 Communications Ltd's allocation increased from 2.23% to 3.58%
Top Stocks sold last month
HealthCare Global Enterprises Ltd's allocation decreased from 5.48 % to 5.42 %
PG Electroplast Ltd's allocation decreased from 6.2 % to 5.23 %
Persistent Systems Ltd's allocation decreased from 4.96 % to 4.72 %
Mid Cap allocation has gone up from 25.4% to 27.7%
Large Cap allocation has gone down from 35.7% to 27.2%
Small Cap allocation has gone up from 25.7% to 26.4%
Cash allocation has gone up from 13.2% to 28.4%
Top 3 Sectors in March were Tech, Consumer Cyclical & Industrial
Mar'25
Tech
32%
Consumer Cyclical
23%
Industrial
18%
Feb'25
Tech
30%
Consumer Cyclical
20%
Industrial
13%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Shaily Engineering Plastics Ltd | 10.41% | -0.2% | |
 Coforge Ltd | 9.26% | 0% | |
 Trent Ltd | 9.12% | 0% | |
 Polycab India Ltd | 7.35% | 25% | |
 Kalyan Jewellers India Ltd | 6.67% | 25% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - | 16.69% |
 Sundaram Services Direct Growth | 16.56% | 17.34% | 28.94% | 21.12% |
 ICICI Prudential India Opportunities Fund Direct Growth | 14.33% | 23.45% | 34.46% | 22.9% |
ICICI Prudential Business Cycle Fund Direct Growth | 10.97% | 21.34% | - | 22.75% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 PG Electroplast Ltd | 15% |
 Shaily Engineering Plastics Ltd | 1.2% |
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Ajay Khandelwal
Fund Manager of Motilal Oswal Business Cycle Fund Direct Growth, since 27 August 2024
Top funds managed
Niket Shah
Fund Manager of Motilal Oswal Business Cycle Fund Direct Growth, since 27 August 2024
Top funds managed
Fund House
Motilal Oswal Asset Management Company Limited - Portfolio Managers
Total Schemes
Total AUM
₹83.69K Cr
as on 31-Mar-2025
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,
Phone
+912239804263
Website
mfservice@motilaloswal.com
Motilal Oswal Business Cycle Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered returns of 16.69% since inception (27th August 2024)
Fund Allocations
This fund has an allocation of 71.62% in Equity, 0% in Debt and 28.38% in Cash related instruments
AUM size ₹1752 Cr
This fund has AUM of ₹1752 Cr which is less than its category average of ₹ 2172 Cr
Expense Ratio 0.43%
This fund has an expense ratio of 0.43% which is less than its category average expense ratio of 1.35%
More funds from Motilal Oswal
5Y CAGR
▲ 36.64
5Y CAGR
▲ 30.01
5Y CAGR
▲ 27.20
5Y CAGR
▲ 22.87
5Y CAGR
▲ 31.59
Frequently Asked Questions for Motilal Oswal Business Cycle Fund Direct Growth
The current NAV of Motilal Oswal Business Cycle Fund Direct Growth is ₹11.67 as on 17-Apr-2025.
Existing (Absolute + CAGR) as on 17-Apr-2025.
Motilal Oswal Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.76% | 4.76% |
6 Month Returns | 2.56% | 2.56% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- 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.
0.43% as on March 2025
₹1752 Cr as on March 2025
Shaily Engineering Plastics Ltd(10.41%), Coforge Ltd(9.26%), Trent Ltd(9.12%), Polycab India Ltd(7.35%), Kalyan Jewellers India Ltd(6.67%) as on March 2025
Tech(22.6%), Consumer Cyclical(16.32%), Industrial(12.54%) as on March 2025
The alpha ratio for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
As on March 2025
The alpha for Motilal Oswal Business Cycle Fund Direct Growth is calculated against Nifty 500 TRI. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
As on March 2025
The Beta for Motilal Oswal Business Cycle Fund Direct Growth is calculated with Nifty 500 TRI. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
As on March 2025
The sharpe ratio for Motilal Oswal Business Cycle Fund Direct Growth is calculated with Nifty 500 TRI. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Motilal Oswal Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Business Cycle Fund Direct Growth | - | - | - |
As on March 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Ajay Khandelwal, Niket Shah are the fund managers of Motilal Oswal Business Cycle Fund Direct Growth
The Exit load of Motilal Oswal Business Cycle Fund Direct Growth is 1%