Motilal Oswal Business Cycle Fund
Current Fund Size :
N.A.
₹12.51
NAV
17.42% p.a.
Overall Return
-1.97%
1-Day Change
0.62%
Expense Ratio
₹ 1,976 Cr
AUM (Fund Size)
1+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY 500 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
1 yrs 1 m since Aug 07, 2024
Current Value (Example)
N.A.
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | Shaily Engineering Plastics Ltd. | Chemicals | Equity | 10.16% |
| 2 | Coforge Ltd. | Technology | Equity | 9.82% |
| 3 | Trent Ltd. | Services | Equity | 9.38% |
| 4 | Dixon Technologies (India) Ltd. | Capital Goods | Equity | 8.45% |
| 5 | Persistent Systems Ltd. | Technology | Equity | 8.05% |
| 6 | Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 7.65% |
| 7 | Polycab India Ltd. | Capital Goods | Equity | 5.38% |
| 8 | CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 4.39% |
| 9 | One97 Communications Ltd. | Services | Equity | 4.28% |
| 10 | Healthcare Global Enterprises Ltd. | Healthcare | Equity | 4.26% |
| 11 | Eternal Ltd. | Services | Equity | 3.97% |
| 12 | Neuland Laboratories Ltd. | Healthcare | Equity | 3.06% |
| 13 | Supreme Petrochem Ltd. | Chemicals | Equity | 2.71% |
| 14 | PG Electroplast Ltd. | Capital Goods | Equity | 2.50% |
| 15 | Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.20% |
| 16 | Poonawalla Fincorp Ltd. | Financial | Equity | 2.17% |
| 17 | Sky Gold And Diamonds Ltd. | Consumer Discretionary | Equity | 0.73% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Motilal Oswal Business Cycle Fund | 9.89% | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 1,976 Cr | 1 yrs 1 m | 0.62% |
| 2 | ICICI Prudential India Opportunities Fund | -0.39% | 24.92% | 33.05% | 11.66 | 0.82 | 1.32 | 2.62 | 29,871 Cr | 6 yrs 9 m | 0.63% |
| 3 | ICICI Prudential Dividend Yield Equity Fund | -1.88% | 26.22% | 30.46% | 12.34 | 0.86 | 1.32 | 2.17 | 5,779 Cr | 11 yrs 5 m | 0.57% |
| 4 | ICICI Prudential Value Fund | -0.84% | 23.21% | 26.84% | 11.41 | 0.80 | 1.22 | 2.21 | 53,750 Cr | 12 yrs 8 m | 0.99% |
| 5 | SBI Contra Fund | -6.29% | 21.72% | 30.08% | 12.26 | 0.88 | 1.09 | 1.78 | 46,654 Cr | 12 yrs 8 m | 0.66% |
| 6 | ICICI Prudential India Equity FOF | -2.49% | 22.25% | 26.62% | 11.94 | 0.87 | 1.11 | 1.89 | 219 Cr | 5 yrs 7 m | 0.63% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | -2.21% | 1.08% |
| 2 | 3 Months | -1.02% | -2.68% |
| 3 | 6 Months | 7.09% | 7.56% |
| 4 | 1 Year | 9.89% | -5.54% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Motilal Oswal Midcap Fund | 34,780 Cr | -6.6% | 33.55% | View Detail |
| 2 | Motilal Oswal Large and Midcap Fund | 12,628 Cr | 0.63% | 30.32% | View Detail |
| 3 | Motilal Oswal ELSS Tax Saver Fund | 4,223 Cr | -5.05% | 27.47% | View Detail |
| 4 | Motilal Oswal Nifty Smallcap 250 Index Fund | 965 Cr | -9.02% | 27.27% | View Detail |
| 5 | Motilal Oswal Nifty Midcap 150 Index Fund | 2,502 Cr | -5.64% | 26.88% | View Detail |
| 6 | Motilal Oswal Nifty Bank Index Fund | 607 Cr | 3.34% | 20.87% | View Detail |
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