Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Motilal Oswal Business Cycle Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Business Cycle Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,026.57 +2.66%
Two Week 2026-10-19 ₹1,000.00 ₹998.92 -0.11%
One Month 2026-10-05 ₹1,000.00 ₹984.64 -1.54%
Three Months 2026-08-05 ₹3,000.00 ₹2,881.12 -3.96%
Six Months 2026-05-07 ₹6,000.00 ₹6,073.78 +1.23%
One Year 2025-11-03 ₹12,000.00 ₹12,279.36 +2.33%
Since Inception 2024-08-27 ₹27,000.00 ₹27,336.41 +1.25%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Auto Components 9.99%
Banks 9.87%
Finance 9.18%
Retailing 9.10%
Electrical Equipment 8.44%
IT - Software 7.82%
Healthcare Services 6.62%
Capital Markets 5.99%
Commercial Services & Supplies 5.10%
Consumer Durables 4.90%
Financial Technology (Fintech) 3.46%
Realty 3.24%
Chemicals & Petrochemicals 3.15%
Telecom - Services 3.02%
IT - Services 2.81%
Automobiles 2.76%
Pharmaceuticals & Biotechnology 2.68%
Other 1.87%

Top Holdings

Company-wise portfolio exposure

Eternal Limited 5.65%
Coforge Limited 4.65%
RBL Bank Limited 4.37%
Kalyan Jewellers India Limited 4.09%
One 97 Communications Limited 3.46%
Max Healthcare Institute Limited 3.40%
Urban Company Ltd 3.35%
IndusInd Bank Limited 3.29%
Prestige Estates Projects Limited 3.24%
Apollo Hospitals Enterprise Limited 3.22%
CG Power and Industrial Solutions Limited 3.20%
Persistent Systems Ltd 3.17%
Emmvee Photovoltaic Power Limited 3.17%
Ellenbarrie Industrial Gases Limited 3.15%
Samvardhana Motherson International Limited 3.07%
BSE Limited 3.05%
Bharti Airtel Limited 3.02%
Firstsource Solutions Limited 2.95%
Billionbrains Garage Ventures Ltd 2.94%
ESDS Software Solution Ltd 2.81%
Ather Energy Limited 2.76%
Biocon Limited 2.68%
Shriram Finance Limited 2.60%
UNO Minda Limited 2.55%
Belrise Industries Ltd. 2.26%
PNB Housing Finance Limited 2.24%
Onemi Technology Solutions Limited 2.23%
IDFC First Bank Limited 2.21%
Wework India Management Limited 2.15%
Sansera Engineering Limited 2.11%
Muthoot Finance Limited 2.11%
ABB India Limited 2.07%
PG Electroplast Limited 0.81%
Lenskart Solutions Limited 0.10%
Triparty Repo 1.01%
Net Receivables / (Payables) 0.86%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 18.97% 13.08% 13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 15.69% 33.70% 24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.09% 0.00% 21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 12.10% 0.00% 17.03%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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. However, there can be no assurance that the investment objective of the scheme will be realized.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.47%
Expense Ratio (Direct)
1.40%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 500 TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?