Back to Selection     Print       Date : 30 Sep 2026
Fund Summary
Motilal Oswal Business Cycle Fund Reg (G)
[Equity: Thematic]  
 
Fund Details
Fund Type Growth Launch Date 27-Aug-24
Corpus(Cr.) 1449.00 Latest NAV 11.8753 As on 29-10-2026
Equity(%) 98.13 52 Week High 13.3092
Debt(%) 1.87 52 Week Low 9.9433
Others(%) 0.00 Exit Load 1% for redemption within 365 days
Minimum Investment - Availability
Entry Load Nil Expense Ratio(%) 0.00
Scheme Benchmark NIFTY 500 TRI Broader Benchmark NSE - Nifty 50 TRI
Fund Manager Ankit Agarwal
 
Riskometer
Investors understand that their principal will be at Very High risk
 
Scheme Objective
The scheme seeks 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.

Portfolio Classification
 
Asset Mix
 
Concentration Analysis
Top 5 Holdings 22.22%
Top 10 Holdings 38.72%
Top 25 Holdings 82.10%
 
Sector Analysis
Sector/Ratings Net Asset(%)
Banking & Financial 15.86
Automobile 12.75
Retail 12.34
Software & Services 10.63
Finance & Investments 9.18
Electricals 8.44
Healthcare 6.62
Communication 5.1
Consumer Durables 4.9
Technology 3.46
Chemicals 3.15
Telecom 3.02
Pharma & Biotech 2.68
Cash 1.87
 
 
 
 
 
Portfolio Metrics
PB Ratio 3.82
PE Ratio 40.11
 
Top 25 Holdings
Holdings Net Asset(%)
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 Limited 3.35
IndusInd Bank Ltd. 3.29
Prestige Estates Projects Limited 3.24
Apollo Hospitals Enterprises Ltd. 3.22
CG Power and Industrial Solutions Limited 3.20
Persistent Systems Limited 3.17
Emmvee Photovoltaic Power Limited 3.17
ELLENBARRIE INDUSTRIAL GASES LIMITED 3.15
Samvardhana Motherson International Limited 3.07
BSE Ltd. 3.05
Bharti Airtel Ltd. 3.02
Firstsource Solutions Ltd. 2.95
Billionbrains Garage Ventures Limited 2.94
ESDS Software Solution Limited 2.81
Ather Energy Limited 2.76
Biocon Ltd. 2.68
Shriram Finance Limited 2.60
UNO Minda Limited 2.55
BELRISE INDUSTRIES LIMITED 2.26

Performance Analysis
 
Short Terms Returns
1 Month 3 Month 6 Month 1 Year
-3.54% -3.48% 7.54% -10.25%
 
Broader Market Benchmark [NSE - Nifty 50 TRI]
1.01% -5.23% -4.33% -11.05%
 
Scheme Benchmark [NSE - Nifty 500 TRI]
-0.68% -5.86% -3.43% -7.59%
 
Long term Returns
2 Year 3 Year 5 Year 10 Year
2.45% 0.00% 0.00% 0.00%
 
 
-2.07% 7.60% 6.59% 11.58%
 
 
-0.95% 10.39% 8.85% 12.54%
 
Cumulative Performance of Last 5 Years
 
Calendar Year Returns

Risk Analysis
 
Absolute Metrics (Single Computation - last 3 years)
Scheme Name Standard Deviation Sharpe Ratio Downside Deviation Downside Probability Sortino Ratio
Motilal Oswal Business Cycle Fund Reg (G) 0.00% 0.0000 0.0000% 0.0000 0.0000
 
Benchmark Relative Metrics (Single Computation - last 3 years)
Scheme Name Alpha Beta Treynor Ratio Tracking Error Information Ratio
Motilal Oswal Business Cycle Fund Reg (G) 0.0000% 0.0000 0.0000 0.0000 0.0000
 
Back to Selection