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

Motilal Oswal Business Cycle IDCW Payout Direct Plan

NAV
₹11.3155
-1.94%
(24 Feb)
AUM
1,869 Cr
TER
1.12%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+33.4%
+33.4%
+33.4%
+30.3%
+1.8%
3Y
+37.1%
+37.1%
+37.1%
+34.1%
NA
5Y
+29.5%
+29.5%
+29.5%
+27.6%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.7%
+8.6%
VOL
20.0%
20.0%
20.0%
20.1%
18.6%
TER
0.8%
0.8%
0.8%
0.9%
1.1%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹1,869 Cr
INFO
0.64
0.64
0.64
0.83
0.46
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 IDCW Payout (DP)
₹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 Jan
Top holdings
Persistent Systems Ltd
9.3%
Shaily Engineering Plastics Ltd
9.0%
Coforge Ltd
8.4%
Bharti Airtel Ltd
8.0%
HDFC Bank Ltd
7.7%
Eternal Ltd
7.3%
Kalyan Jewellers India Ltd
6.8%
Collateralized Borrowing & Lending Obligation
6.0%
HealthCare Global Enterprises Ltd
5.5%
ICICI Bank Ltd
5.4%
Top industry exposure
Financial Services
22.3%
Technology
22.1%
Basic Materials
17.4%
Consumer Cyclical
14.2%
Healthcare
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
238%
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)
Varun Sharma
Swapnil Mayekar
Ajay Khandelwal
Ankit Agarwal
Rakesh Shetty
Atul Mehra

FAQs