Motilal Oswal Business Cycle Fund - Regular Plan - IDCW Payout
Motilal Oswal Asset Management Company Limited - Portfolio Managers
₹12.21 (+1.01%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-4.31% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.53%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,124
Invested ₹1,000
▲+12.41%1 year
₹957
Invested ₹1,000
▼-4.31%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TRI |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -4.31% | — | — | — |
| Cumulative returns (%) | -4.31% | — | — | — |
Fund Manager
| Manager | Atul Mehra |
|---|---|
| Role | Manager |
| Manager Tenure | 2.1 yrs |
About Fund
| Date of Incorporation | 27 Aug 2024 |
|---|---|
| Fund House | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Shaily Engineering Plastics Ltd | 7.77% |
| Persistent Systems Ltd | 7.42% |
| Ellenbarrie Industrial Gases Ltd | 6.37% |
| Eternal Ltd | 5.43% |
| Polycab India Ltd | 5.38% |
| ICICI Bank Ltd | 5.20% |
| Coforge Ltd | 4.94% |
| HDFC Bank Ltd | 4.87% |
| Muthoot Finance Ltd | 4.51% |
| HealthCare Global Enterprises Ltd | 4.29% |
| Kalyan Jewellers India Ltd | 4.17% |
| Bharti Airtel Ltd | 4.02% |
| One97 Communications Ltd | 3.96% |
| Dixon Technologies (India) Ltd | 3.92% |
| RBL Bank Ltd | 3.86% |
| Multi Commodity Exchange of India Ltd | 3.85% |
| CG Power & Industrial Solutions Ltd | 3.53% |
| IndusInd Bank Ltd | 3.48% |
| PG Electroplast Ltd | 3.47% |
| Neuland Laboratories Ltd | 3.45% |
| Max Healthcare Institute Ltd Ordinary Shares | 3.37% |
| Urban Co Ltd | 3.33% |
| Apollo Hospitals Enterprise Ltd | 3.29% |
| Firstsource Solutions Ltd | 3.29% |
| Trent Ltd | 3.27% |
Investment Strategy
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.
Capital appreciation over long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.