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

Nov 19, 2024

Category

Equity

AUM (Cr.)

1,135.85

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.14

Sharpe Ratio

27.38

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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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 (IDCW) 2.12 0 0 0 0 16.21
Benchmark - Nifty 500 TRI -6.02 4.72 26.19 14.04 19.01 0
Category Average - BEST EQUITY PERFORMERS -5.9 6.66 30.15 16.56 21.21 16.27
Category Rank 7/7 7/7 6/7 7/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
Nippon India Taiwan Equity Fund (G) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
SBI Automotive Opportunities Fund - Regular (IDCW) 9.6656 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Automotive Opportunities Fund - Regular (G) 9.6655 1.62 0.00 0.00 0.00 6,003.23 1.79 5,000.00 invest
SBI Energy Opportunities Fund - Regular (G) 10.1076 -0.49 0.00 0.00 0.00 10,889.77 1.72 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
Equity-Coforge Oct 31, 2024 102.93 9.06 29.82
Equity-Kalyan Jewellers Oct 31, 2024 95.29 8.39 11.05
Equity-Trent Oct 31, 2024 91.96 8.10 61.87
Equity-Shaily Engineer. Oct 31, 2024 90.77 7.99 -0.12
Equity-Deepak Fertiliz. Oct 31, 2024 87.60 7.71 17.31
Equity-Jio Financial Oct 31, 2024 87.02 7.66 -11.27
Equity-Zomato Ltd Oct 31, 2024 84.61 7.45 209.60
Equity-Polycab India Oct 31, 2024 81.01 7.13 55.29
Equity-One 97 Oct 31, 2024 75.89 6.68 0.00
Equity-Bharti Airtel PP Oct 31, 2024 72.40 6.37 -7.71

latest news

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Nov 07, 2024 12:27

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 26, 2024 11:33

Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 15, 2024 12:29

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

Motilal Oswal Mutual Fund has announced 14 October 2024 as the record date ...

Oct 10, 2024 09:21

Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 01, 2024 11:33

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

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Business Cycle Fund - Regular (IDCW)
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