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

Motilal Oswal Business Cycle IDCW Reinvest Direct Plan

NAV
₹13.0053
+1.17%
(12 Dec)
AUM
2,227 Cr
TER
0.62%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+1.1%
+1.1%
+1.1%
+0.4%
-0.2%
3Y
+28.3%
+28.3%
+28.3%
+27.9%
NA
5Y
+24.0%
+24.0%
+24.0%
+28.3%
NA
ALL
+17.6%
+17.6%
+17.6%
+16.4%
+22.6%
VOL
17.8%
17.8%
17.8%
20.1%
19.2%
TER
0.5%
0.5%
0.5%
0.9%
0.6%
AUM
₹8,189 Cr
₹8,189 Cr
₹8,189 Cr
₹1,445 Cr
₹2,227 Cr
INFO
0.99
0.99
0.99
0.82
1.17
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 Reinvest (DR)
₹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 30th Nov
Top holdings
Shaily Engineering Plastics Ltd
10.5%
Eternal Ltd
8.8%
Bharti Airtel Ltd
8.6%
Trp_011225
8.0%
Persistent Systems Ltd
7.8%
Coforge Ltd
7.6%
Kalyan Jewellers India Ltd
7.0%
Net Receivables / (Payables)
6.9%
HealthCare Global Enterprises Ltd
5.7%
Muthoot Finance Ltd
4.2%
Top industry exposure
Technology
19.4%
Basic Materials
18.7%
Consumer Cyclical
15.8%
Financial Services
10.4%
Communication Services
8.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
220%
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