Dec 20, 2024

Motilal Oswal Business Cycle Fund - Regular (IDCW)

Equity - Diversified | INF247L01DE1

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AUM (Cr.)

1,352.84

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.08

Sharpe Ratio

37.59

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

Return Calculator

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)	9.25	0	0	0	0	26.96
Benchmark - Nifty 500 TRI	1.44	0.49	19.95	17.18	18.86	0
Category Average - BEST EQUITY PERFORMERS	2.3	3.1	25.86	19.51	21.56	16.4
Category Rank	5/8	6/8	6/8	7/8	7/8	8/8

Fund Name	Nav ()	Chg (%)	1Y Return(%)	3Y Return(%)	5Y Return(%)	AUM ( in Crs)	Exp. Ratio (%)	Min.Invst()	Action
Nippon India US Equity Opportunities Fund (G)	33.9996	0.82	21.03	8.89	14.14	719.18	2.39	100.00	invest
Nippon India US Equity Opportunities Fund (IDCW)	33.9996	0.82	21.03	8.89	14.14	719.18	2.39	100.00	invest
SBI Healthcare Opportunities Fund (G)	429.2021	0.37	42.39	25.37	29.37	3,459.68	1.95	5,000.00	invest
SBI Healthcare Opportunities Fund (IDCW)	270.3752	0.37	42.39	25.37	29.37	3,459.68	1.95	5,000.00	invest
Quant Teck Fund - Regular (G)	13.3489	-3.00	27.40	0.00	0.00	442.10	2.39	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.)
Equity-Shaily Engineer.	Nov 30, 2024	129.74	9.59	42.92
Equity-Polycab India	Nov 30, 2024	127.71	9.44	57.66
Equity-Coforge	Nov 30, 2024	125.94	9.31	22.37
Equity-Zomato Ltd	Nov 30, 2024	125.89	9.31	48.79
Equity-Trent	Nov 30, 2024	118.92	8.79	29.32
Equity-Kalyan Jewellers	Nov 30, 2024	108.67	8.03	14.04
Equity-One 97	Nov 30, 2024	103.25	7.63	36.05
Equity-Jio Financial	Nov 30, 2024	98.51	7.28	13.20
Equity-Deepak Fertiliz.	Nov 30, 2024	96.25	7.11	9.87
Equity-Bharti Airtel PP	Nov 30, 2024	72.95	5.39	0.76

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Rohan Gandhi has been appo...

Dec 13, 2024 11:56

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Nov 26, 2024 11:02

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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