Motilal Oswal Business Cycle Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Business Cycle Growth Direct Plan

NAV
₹13.1837
-1.26%
(18 Dec)
AUM
1,353 Cr
TER
0.49%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+40.3%
+39.3%
+37.4%
+27.1%
NA
3Y
+36.8%
+38.4%
+36.3%
+36.8%
NA
5Y
+30.4%
+27.1%
+32.7%
NA
NA
ALL
+18.1%
+12.8%
+18.4%
+29.7%
+33.5%
VOL
19.6%
20.3%
18.1%
22.7%
18.8%
TER
0.8%
0.7%
1.2%
0.5%
0.5%
AUM
₹1,345 Cr
₹4,686 Cr
₹6,779 Cr
₹5,456 Cr
₹1,353 Cr
INFO
0.93
0.63
1.02
1.31
1.78
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Business Cycle (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Coforge Ltd
9.1%
Kalyan Jewellers India Ltd
8.4%
Trent Ltd
8.1%
Shaily Engineering Plastics Ltd
8.0%
Deepak Fertilisers & Petrochemicals Corp Ltd
7.7%
Jio Financial Services Ltd
7.7%
Zomato Ltd
7.4%
Polycab India Ltd
7.1%
One97 Communications Ltd
6.7%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
6.4%
Top industry exposure
Consumer Cyclical
33.6%
Technology
21.0%
Basic Materials
15.7%
Financial Services
8.1%
Industrials
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
42%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund 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.
Fund manager(s)
Ajay Khandelwal
Niket Shah
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs