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Motilal Oswal Business Cycle Fund - Regular (IDCW)

Sectoral / Thematic
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  • NAV

    10.18(0.19%)

  • Fund Size (CR)

    ₹1,674.23

  • Expense Ratio

    2.19

  • Scheme Type

    Active Fund

  • Value Research

    -

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹100

  • Minimum Withdrawal

    ₹500

  • Exit Load

    1%

  • Return Since Launch

    1.02%
Absolute Return: -20.16%
Annualized Return: 0%

Basic Details

Scheme Manager

Atul Mehra

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week March 6, 20269518.41-4.82%--4.37%558/995
1 MonthFebruary 13, 20268832.49-11.68%--7.47%931/978
3 MonthDecember 12, 20257962.73-20.37%--8.36%913/960
6 MonthSeptember 12, 20257829.05-21.71%--7.29%903/916
1 YearMarch 13, 20259208.61-7.91%-7.91%8.52%825/856
3 Year------/-
5 Year------/-
Since InceptionAugust 27, 202410157.101.57%1.02%7.63%717/999

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 YearApril 1, 20251,20,000100626.62-16.14% -16.14%
3 Year-----
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1
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  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.94%

Standard Deviation

0.80%

Beta

0.18%

Sharpe Ratio

-0.01%

Treynor's Ratio

7.77%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Kalyan Jewellers8.57%3500000143.53EquityDiamond, Gems and Jewellery
Persistent Syste8.17%289000136.78EquityIT - Software
Shaily Engineer.7.77%666996130.07EquityPlastic products
Eternal7.36%5000100123.15EquityE-Commerce/App based Aggregator
Coforge6.73%950000112.65EquityIT - Software
HDFC Bank6.15%1159424102.93EquityBanks
Health.Global5.90%171490598.72EquityHealthcare
PG Electroplast5.57%148433393.20EquityConsumer Durables
ICICI Bank5.32%64640489.13EquityBanks
Bharti Airtel5.13%45713885.91EquityTelecom-Service

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Nippon India Taiwan Equity Fund - Direct (G)
519.5013.61%31.81%46.24%124.11%48.76%
Nippon India Taiwan Equity Fund - Direct (IDCW)
519.5013.61%31.81%46.24%124.11%48.76%
HDFC Defence Fund - Direct (G)
8096.66-1.49%4.32%-2.31%37.49%-
HDFC Defence Fund - Direct (IDCW)
8096.66-1.49%4.32%-2.31%37.49%-
Franklin Asian Equity Fund - Direct (G)
426.90-4.52%4.57%12.04%32.52%15.29%

List of Schemes under Motilal Oswal Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Motilal Oswal Focused FundEquityVery High13.37%1₹1,454.19
Motilal Oswal Ultra Short TermDebtLow6.15%2₹440.99
Motilal Oswal Midcap FundEquityVery High-5.6%5₹33,689.20
Motilal Oswal Flexi Cap FundEquityVery High-1.7%4₹12,890.33
Motilal Oswal ELSS Tax Saver FundEquityVery High12.01%4₹4,174.50
Motilal Oswal Balance Advantage FundHybridVery High-1.5%1₹768.93
Motilal Oswal Nasdaq 100 FOFOtherVery High23.19%0₹5,881.85
Motilal Oswal Liquid FundDebtModerately Low5.98%1₹1,114.06
Motilal Oswal Nifty 500 Index FundOtherVery High7.47%2₹2,897.80
Motilal Oswal Nifty Bank Index FundOtherVery High13.86%2₹680.39
Motilal Oswal Nifty Midcap 150 Index FundOtherVery High13.15%3₹3,134.77
Motilal Oswal Nifty Smallcap 250 Index FundOtherVery High5.45%1₹997.90
Motilal Oswal Large and Midcap FundEquityVery High13.94%5₹15,017.31
Motilal Oswal Nifty 50 Index FundOtherVery High5.54%3₹852.63
Motilal Oswal Nifty Next 50 Index FundOtherVery High9.88%1₹426.93
Motilal Oswal S&P 500 Index FundOtherVery High27.68%0₹4,055.83
Motilal Oswal AAP Fund of Fund AggressiveOtherVery High17.83%2₹145.42
Motilal Oswal AAP Fund of Fund-ConservativeOtherHigh16.5%3₹85.42
Motilal Oswal 5 Year G-Sec Fund of FundOtherModerately High7.8%3₹47.43
MotilaL Oswal Nifty 200 Momentum 30 Index FundOtherVery High7.03%1₹974.40
Motilal Oswal BSE Low Volatility Index FundOtherVery High5.99%2₹108.77
Motilal Oswal BSE Financials ex Bank 30 Index FundOtherVery High14.8%3₹31.50
Motilal Oswal BSE Enhanced Value Index FundOtherVery High24.54%5₹1,748.84
Motilal Oswal BSE Quality Index FundOtherVery High9.12%2₹58.44
Motilal Oswal Gold and Silver Passive Fund of FundsOtherVery High93.1%2₹2,730.16
Motilal Oswal Nifty Microcap 250 Index FundOtherVery High-2.15%0₹2,292.27
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOFOtherVery High29.35%0₹37.53
Motilal Oswal Small Cap FundEquityVery High6.01%0₹5,654.94
Motilal Oswal Large Cap FundEquityVery High5.45%0₹3,242.27
Motilal Oswal Multi Cap FundEquityVery High-5.6%0₹3,939.59
Motilal Oswal Quant FundEquityVery High8.59%0₹143.03
Motilal Oswal Nifty India Defence Index FundOtherVery High39.27%0₹4,086.95
Motilal Oswal Manufacturing FundEquityVery High8.87%0₹684.98
Motilal Oswal Business Cycle FundEquityVery High-6.51%0₹1,674.23
Motilal Oswal Nifty 500 Momentum 50 Index FundOtherVery High7.39%0₹725.19
Motilal Oswal Digital India FundEquityVery High-3.91%0₹730.43
Motilal Oswal Nifty MidSmall Healthcare Index FundOtherVery High9.93%0₹28.42
Motilal Oswal Nifty MidSmall IT and Telecom Index FundOtherVery High-8.41%0₹32.92
Motilal Oswal Nifty MidSmall Financial Services Index FundOtherVery High42.06%0₹82.94
Motilal Oswal Nifty MidSmall India Consumption Index FundOtherVery High-3.61%0₹21.98
Motilal Oswal Nifty Capital Market Index FundOtherVery High53.4%0₹346.54
Motilal Oswal Arbitrage FundHybridLow7.5%0₹2,392.39
Motilal Oswal Innovation Opportunities FundEquityVery High10.71%0₹470.83
Motilal Oswal Active Momentum FundEquityVery High0%0₹369.75
Motilal Oswal Infrastructure FundEquityVery High0%0₹118.17
Motilal Oswal Services FundEquityVery High0%0₹103.44
Motilal Oswal Special Opportunities FundEquityVery High0%0₹65.87
Motilal Oswal Consumption FundEquityVery High0%0₹1,052.50
Motilal Oswal Diversified Equity Flexicap Passive Fund of FundsOtherVery High0%0₹30.26
Motilal Oswal Financial Services FundEquityVery High0%0₹157.58

News

  • Motilal Oswal Mutual Fund announces change in fund manager under its schemes

    Motilal Oswal Mutual Fund has announced change in fund manager under the following schemes, With effect from 16 March 2026.

    Change in Fund Manager:

    Scheme Name Existing Fund Manager(s) New Fund Manager(s)
    Motilal Oswal Large and Midcap Fund Ajay Khandelwal

    Atul Mehra

    		Ajay Khandelwal

    Atul Mehra

    Ankit Agarwal

    Motilal Oswal ELSS Tax Saver Fund Ajay Khandelwal

    Atul Mehra

    		Ajay Khandelwal

    Atul Mehra

    Ankit Agarwal

    Motilal Oswal Multi Factor Passive Fund of Funds Mr. Swapnil Mayekar

    Dishant Mehta - Associate Fund Manger

    		Mr. Swapnil Mayekar

    Powered by Capital Market - Live News

  • Motilal Oswal Mutual Fund announces change in Key Personnel

    Motilal Oswal Mutual Mutual Fund has announced that Mr. Bhavin Mahendra has been appointed as Passive Dealer with effect from March 12, 2026 ('Effective Date').

    Details of Mr. Bhavin Mahendra

    Age: 23 years

    Designation: Passive Dealer

    Qualification: Bachelor of Accounting & Finance (BAF) and CFA Level 1 .

    Powered by Capital Market - Live News

  • Motilal Oswal Mutual Fund announces change in fund manager under its schemes

    Motilal Oswal Mutual Fund has announced change in fund manager under the following schemes, With effect from 12 February 2026.

    Change in Fund Manager:

    Scheme Name Existing Fund management Structure Revised Fund management Structure
    Motilal Oswal Quant Fund Ajay Khandelwal Ajay Khandelwal
    Ankit Agarwal
    Motilal Oswal Business Cycle Fund Ajay Khandelwal
    Atul Mehra Ankit
    Agarwal Varun Sharma     		Atul Mehra
    Ankit Agarwal
    Varun Sharma
    Motilal Oswal Multi Cap Fund Ajay Khandelwal
    Atul Mehra
    Sandeep Jain     		Atul Mehra
    Sandeep Jain
    Motilal Oswal Balanced Advantage Fund Ajay Khandelwal
    Atul Mehra
    Sandeep Jain
    Ankit Agarwal
    Varun Sharma     		Atul Mehra
    Sandeep Jain
    Ankit Agarwal
    Varun Sharma

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

August 7, 2024

Total AUM (Cr)

₹1674.23

Motilal Oswal Business Cycle Fund - Regular (IDCW) is an Sectoral / Thematic-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in August 7, 2024, this fund is managed by Atul Mehra. With assets under management (AUM) worth ₹1,674.23 (Cr), as of March 16, 2026, Motilal Oswal Business Cycle Fund - Regular (IDCW) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 1.02% since its launch.
The current NAV of Motilal Oswal Business Cycle Fund - Regular (IDCW) is ₹10.18, as on March 16, 2026. The fund's benchmark index is Nifty 500 TRI. You can invest in Motilal Oswal Business Cycle Fund - Regular (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 93.93% in Equity, 3.79% in Debt and 2.28% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 18.46% in Banks, 17.74% in IT-Software, 11.17% in Consumer Durables, 8.96% in Industrial Products, 7.98% in Telecom-Services

Mutual Fund Categories

Types of Mutual Funds

Debt Funds

Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors

Hybrid Funds

Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon

Equity Funds

Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors

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Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.