Mutual Funds

Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Motilal Oswal Mutual FundSectoral/ThematicVery High Risk
₹12.19-0.03 (-0.22%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹1,465 Cr

1Y Return

-3.8%

3Y CAGR

-

5Y CAGR

-

Expense

2.43%

Risk

Very High

Motilal Oswal Business Cycle Fund-Regular Plan-Growth
₹12.19-0.22%

1Y Return

-3.8%

3Y CAGR

-

5Y CAGR

-

Since Inception

+8.1%

AI Fund Analysis

Get AI-powered verdict, strengths, risks, and SIP recommendations for this fund.

NAV History

Drag or scroll the chart to pan through history

52-Week NAV Range

₹9.94
₹13.31

67% from 52W low

Fund Information

Sectoral/ThematicEquitySince 02-09-2024

Fund House

Motilal Oswal Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity99.3%
Cash0.7%

Market Cap Split

Large Cap35.1%
Mid Cap40.6%
Small Cap23.9%

Top Holdings

24 stocks
Weight1M Change
1

Kalyan Jewellers India Ltd

Consumer Cyclical

9.20%0.0%
2

Persistent Systems Ltd

Technology

8.63%-2.3%
3

Eternal Ltd

Consumer Cyclical

8.07%0.0%
4

Coforge Ltd

Technology

7.23%0.0%
5

HealthCare Global Enterprises Ltd

Healthcare

6.55%-0.0%
6

ICICI Bank Ltd

Financial Services

5.20%0.0%
7

Ellenbarrie Industrial Gases Ltd

Basic Materials

5.06%+2.3%
8

PG Electroplast Ltd

Technology

5.05%0.0%
9

HDFC Bank Ltd

Financial Services

4.39%0.0%
10

Bharti Airtel Ltd

Communication Services

3.95%0.0%

Sector Allocation

Weight1M Change
Financial Services
22.6%-37%
Technology
20.9%-2%
Consumer Cyclical
19.1%+28%
Healthcare
15.6%-0%
Basic Materials
6.8%+2%
Industrials
5.8%+13%
Communication Services
4.0%0%

Fundamentals

P/E Ratio

34.83

Cat avg: 28.97

P/B Ratio

4.87

Cat avg: 4.38

Dividend Yield

0.52%

Cat avg: 1.23%

Price/Sale

3.58

Price/Cash Flow

29.74

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Motilal Oswal Business Cycle Reg Gr1,4652.43-3.8%--
ABSL India Flexicap (IFSC) A1-----
ICICI Pru India Opports Reg Gr37,2571.31+1.6%+16.9%+19.0%
ICICI Pru Business Cycle Reg Gr16,1381.42+1.7%+16.6%+16.4%
HDFC Defence Reg Gr10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg Gr10,3281.80+5.4%--
Franklin India Opportunities Gr9,1921.51+1.3%+21.5%+18.5%
Nippon India Power & Infra Gr8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg Gr7,6091.53+3.9%+19.2%-
ICICI Pru Manufacturing Gr6,8431.55+8.8%+21.1%+19.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,465 Cr
Expense Ratio2.43%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings29

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.