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Motilal Oswal Business Cycle Fund-Reg(G)

As on Sep-13-2024 change fund
11.07  up0.01 (0.09%)

fund objective

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
No Data Found
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
No Data Found
Top 10 holdings
company (%)
Kalyan Jewellers India Ltd.9.23 
Trent Ltd.9.14 
Shaily Engineering Plastics Ltd.8.75 
JIO Financial Services Ltd.8.40 
Polycab India Ltd.5.74 
Bosch Ltd.4.13 
Zomato Ltd.3.20 
Globus Spirits Ltd.2.74 
Tata Elxsi Ltd.2.04 
Coforge Ltd.1.98 

Category

Thematic Fund

Launch Date

27-Aug-24

ISIN Code

INF247L01DD3

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

783.31

portfolio price to book value

16.37

investing style?

Small Growth

fund manager?

Ajay Khandelwal,Niket Shah,Santosh Singh

inception date (regular plan)

27-Aug-24

expense ratio (regular plan) %

2.28

Top 10 sectors
sectors (%)
Retailing10.28
Diamond & Jewellery9.23
Plastic Products8.75
Finance - NBFC8.40
Cable5.74
Auto Ancillary4.13
IT - Software4.03
e-Commerce3.20
Breweries & Distilleries2.74
Electronics - Components1.59

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Motilal Oswal Business Cycle Fund-Reg(G)Small-Growth 27-Aug-2024783.31NANANANA10.72
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,945.6064.5038.64NANA30.87
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,593.4170.8435.8230.8117.8113.57
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20212,702.1851.2332.37NANA31.82
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,843.1054.0432.2826.7214.0017.72
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201923,840.5043.0329.5829.61NA25.12
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20005,381.3767.1129.0930.0917.8514.14
HSBC Business Cycles Fund-Reg(G)Large-Growth 20-Aug-2014976.9351.5425.1524.8815.4015.84
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,719.6645.1919.14NANA25.99
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009240.2641.0417.7423.1814.2718.60
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,231.7534.2715.8823.5514.3816.50
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201991.3132.8113.9420.71NA19.74
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,121.4129.359.7018.75NA16.99
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021494.8560.49NANANA28.98
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,146.4757.16NANANA56.88
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,146.2446.32NANANA46.53
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023891.7045.38NANANA41.36
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023824.3144.06NANANA42.10
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,677.53NANANANA29.90
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,878.67NANANANA1.84
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20247,836.76NANANANA2.60
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20236,375.52NANANANA45.50
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202413,278.18NANANANA10.88
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,517.54NANANANA0.57
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,404.30NANANANA8.36
Bandhan Innovation Fund-Reg(G)Large-Growth 30-Apr-20241,135.27NANANANA26.69
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024520.26NANANANA23.67
Bank of India Business Cycle Fund-Reg(G)Large-Value 30-Aug-2024563.17NANANANA0.40
Motilal Oswal Manufacturing Fund-Reg(G)Large-Growth 08-Aug-2024588.95NANANANA9.02
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 3M, Nil after 3M
52 Week Highs & Lows
52 Week High
11.07
52 Week Low
10.00
portfolio characteristics
As on 31-Aug-2024
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
0.19 Times
ratios
Statistical Ratios
Standard Deviation [%]
31.0284
Semi Standard Deviation [%]
0.3141
Beta [%]
0.7632
Sharp Ratio [%]
3.2830
R-Square [%]
0.3644
Expense Ratio [%]
2.2800
AVG Ratio [%]
1.0351
Other Ratios
Jenson Ratio [%]
0.9822
Treynor Ratio [%]
1.3348
Turnover Ratio [%]
19.0000
FAMA Ratio [%]
0.9993
SORTINO Ratio [%]
3.2428
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Oct 2025

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