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Motilal Oswal Business Cycle Fund-Reg(G)

As on Jun-13-2025 change fund
12.12  up0.00 (-0.04%)

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
financial year2024-2025
NAV in Rs (as on 31-Mar-2025)11.57
Net Assets(Rs Crores) (as on 31-Mar-2025) 1751.58
Scheme Returns(%)(Absolute)15.73
B'mark Returns(%)(Absolute)NA
Category Rank2/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-2025NANA13.89-10.61
Top 10 holdings
company (%)
Shaily Engineering Plastics Ltd.10.56 
Coforge Ltd.10.07 
Trent Ltd.8.57 
Kalyan Jewellers India Ltd.8.07 
Polycab India Ltd.7.84 
Persistent Systems Ltd.7.82 
CG Power and Industrial Soluti...5.39 
PG Electroplast Ltd.5.05 
Healthcare Global Enterprises...4.97 
Dixon Technologies (India) Ltd.4.01 

Category

Thematic Fund

Launch Date

27-Aug-24

ISIN Code

INF247L01DD3

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

1,910.17

portfolio price to book value

14.88

investing style?

Small Growth

fund manager?

Ajay Khandelwal,Niket Shah,Atul Mehra

inception date (regular plan)

27-Aug-24

expense ratio (regular plan) %

2.02

Top 10 sectors
sectors (%)
IT - Software17.89
Diamond & Jewellery11.16
Plastic Products10.56
Retailing10.52
Cable7.84
Electric Equipment5.39
Consumer Durables - Domestic Appliances5.05
Hospital & Healthcare Services4.97
Consumer Durables - Electronics4.01
Fintech3.73

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-20241,910.17NANANANA21.20
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,394.40-3.5836.7829.7216.9212.63
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,863.664.2634.8831.5316.1613.49
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Growth 30-Dec-20195,581.82-6.7833.6232.17NA24.37
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021709.154.7029.91NANA20.50
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,958.21-7.6827.51NANA21.89
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201928,204.2411.3327.3832.21NA21.72
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,447.34-6.3724.3927.7612.0616.51
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,807.237.2323.6526.82NA21.78
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009303.25-0.7918.1720.1212.3416.90
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-2019104.284.9416.9920.46NA15.75
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,456.33-3.7514.6520.5011.8715.50
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024943.8116.30NANANA25.50
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023949.459.19NANANA18.68
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023858.503.96NANANA19.70
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,219.782.09NANANA23.51
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,564.451.43NANANA19.87
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,626.200.25NANANA16.60
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,532.65-1.61NANANA22.18
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202412,097.73-2.21NANANA2.86
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024194.63NANANANA-21.46
Motilal Oswal Manufacturing Fund-Reg(G)Large-Growth 08-Aug-2024793.99NANANANA10.33
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024563.50NANANANA-9.20
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024873.54NANANANA-2.00
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-20241,082.24NANANANA-1.59
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,307.63NANANANA-4.90
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20247,367.42NANANANA-4.62
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,683.25NANANANA-1.30
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,720.43NANANANA-3.85
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,839.81NANANANA-11.99
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,756.07NANANANA7.42
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 365D, Nil after 365D
52 Week Highs & Lows
52 Week High
13.29
52 Week Low
10.00
portfolio characteristics
As on 31-May-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
1.94 Times
ratios
Statistical Ratios
Standard Deviation [%]
26.5999
Semi Standard Deviation [%]
0.8119
Beta [%]
0.9634
Sharp Ratio [%]
0.3472
R-Square [%]
0.6103
Expense Ratio [%]
2.0200
AVG Ratio [%]
0.1088
Other Ratios
Jenson Ratio [%]
0.1141
Treynor Ratio [%]
0.0958
Turnover Ratio [%]
194.0000
FAMA Ratio [%]
0.1131
SORTINO Ratio [%]
0.1137
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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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