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Motilal Oswal Business Cycle Fund-Reg(G)

very highequity
10.43 -0.24(-2.23%) NAV as on 09 Mar 2026
-12.82 % 1 M
-7.07 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.19

As on 28 Feb, 2026
age-icon Age :

1 yrs 6 m

Since 27 08 ,2024
exit_load Exit Load :

1%

aum AUM :

1,674.23 Crs

lock_in Lock-in :

1% on or before 365D, Nil after 365D

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

7.13

Min_Investment Min. Investment :

SIP 500 & Lumpsum 500

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Atul Mehra,Ankit Agarwal,Varun Sharma

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Others 6.07 %
Equity 93.93 %

TOP HOLDINGS

Kalyan Jewellers India Ltd.8.57 %
Persistent Systems Ltd.8.17 %
Shaily Engineering Plastics Ltd.7.77 %
Eternal Ltd.7.36 %
Coforge Ltd.6.73 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private18.15
IT - Software14.90
Diamond & Jewellery8.57
Hospital & Healthcare Services8.08
Plastic Products7.77
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 06-Mar-2026)11.5710.67
Net Assets(Rs Crores) (as on 06-Mar-2026) 1751.58 1674.23
Scheme Returns(%)(Absolute)15.73-6.32
B'mark Returns(%)(Absolute)NANA
Category Rank2/119129/132

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Business Cycle Fund-Reg(G)Very HighEquity10.43-0.24(-2.23%)NAV As on 09 Mar, 202627-Aug-2024Inception Date1,674.23AUM In Cr.-7.07%1YNA%3YNA%5Y2.81%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity65.43-1.94(-2.88%)NAV As on 09 Mar, 202618-Nov-2009Inception Date1,510.76AUM In Cr.22.83%1Y28.88%3Y23.95%5Y12.20%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity239.26-5.69(-2.32%)NAV As on 09 Mar, 202621-Feb-2000Inception Date8,428.48AUM In Cr.9.00%1Y25.06%3Y18.30%5Y12.96%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity18.71-0.42(-2.21%)NAV As on 09 Mar, 202629-Nov-2021Inception Date924.72AUM In Cr.12.27%1Y22.99%3YNA%5Y15.78%Since Inception
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