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NRI
  • Mutual Fund
  • Motilal Oswal Business Cycle Fund - Regular (G)

Sep 25, 2024

Category

Equity

AUM (Cr.)

783.31

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.28

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Aug 27, 2024

Risk Level

Very High

Investment Objective

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.

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Nifty 500 TRI

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Business Cycle Fund - Regular (G) 0 0 0 0 0 14.16
Benchmark - Nifty 500 TRI 4.17 22.76 42.65 18.31 22.07 0
Category Average - BEST EQUITY PERFORMERS 3.69 24.39 47.21 20.68 23.98 22.66
Category Rank 6/4 6/4 6/4 7/4 7/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 11.2588 2.14 30.96 0.00 0.00 375.16 2.43 500.00 invest
Nippon India Taiwan Equity Fund (G) 11.2588 2.14 30.96 0.00 0.00 375.16 2.43 500.00 invest
SBI Energy Opportunities Fund - Regular (G) 11.8110 0.66 0.00 0.00 0.00 11,270.11 1.72 5,000.00 invest
SBI Energy Opportunities Fund - Regular (IDCW) 11.8117 0.66 0.00 0.00 0.00 11,270.11 1.72 5,000.00 invest
HSBC Consumption Fund - Regular (IDCW) 15.5162 -1.17 54.60 0.00 0.00 1,541.65 2.09 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Net CA & Others-Net CA & Others Aug 31, 2024 185.98 23.74 0.00
Equity-Kalyan Jewellers Aug 31, 2024 72.29 9.23 0.00
Equity-Bharti Airtel PP Aug 31, 2024 71.60 9.14 0.00
Equity-Trent Aug 31, 2024 71.59 9.14 0.00
Equity-Shaily Engineer. Aug 31, 2024 68.55 8.75 0.00
Equity-Jio Financial Aug 31, 2024 65.78 8.40 0.00
Reverse Repo-Reverse Repo Aug 31, 2024 65.73 8.39 0.00
Equity-Polycab India Aug 31, 2024 44.97 5.74 0.00
Equity-Bosch Aug 31, 2024 32.39 4.14 0.00
Equity-Zomato Ltd Aug 31, 2024 25.05 3.20 0.00

latest news

Motilal Oswal launches Nifty 500 Momentum 50 Index Fund

Motilal Oswal Mutual Fund has launched the "Motilal Oswal Nifty 500 Momentu...

Sep 04, 2024 15:21

Motilal Oswal AMC launches Business Cycle Fund

Motilal Oswal Asset Management Company (MOAMC) launched its latest new fund...

Aug 20, 2024 11:27

Motilal Oswal MF announces change in benchmark index under its schemes

Motilal Oswal Mutual Fund has announced change the benchmark for the follow...

Aug 01, 2024 12:09

Motial Oswal MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

Motilal Oswal Mutual Fund has announced 18 July 2024 as the record date for...

Jul 13, 2024 10:14

Motilal Oswal Midcap Fund Announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Jul 05, 2024 11:08

Motilal Oswal Mutual Fund Announces Mr. Sunil Sawant is appointed as Fund Manager under schemes

Mr. Sunil Sawant is appointed as Fund Manager for the following schemes of ...

Jul 01, 2024 14:41

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Business Cycle Fund - Regular (G)
Contact Persone : Ajay Khandelwal
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com