MO
Motilal Oswal Business Cycle Fund Direct Growth
Latest NAV
-0.86% 1Y
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Benchmark: Nifty 500 TRI
Expense ratio
1.46%
AUM
₹1,547 Cr
Min SIP
₹500
Min lump sum
₹500
1Y
-0.86%
3Y (ann.)
+0.00%
5Y (ann.)
+0.00%
Launched
Aug 2024
Where the NAV sits & how risky it is
₹12.47
52-week range
at 68%
₹12.47
Low 23 Mar 2026₹10.17
High 17 Nov 2025₹13.56
Risk level
Very High
Low
Very high
NAV history
02 Sep 2024
Since inception
01 Oct 2026
Returns by period
1W
-4.19%
1M
-4.15%
3M
+7.01%
6M
+19.54%
1Y
-0.86%
3Y
+0.00%
5Y
+0.00%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 98.11%
Cash & other 1.89%
Sector split
Country split
Top 5 hold 40.1%
Top 10 hold 61.4%
28 equity holdings
Equity holdings
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Coforge
INE591G01025 |
Technology Information Technology Services |
India |
9.04%
|
-15.95% |
| 2 | Persistent Systems
INE262H01021 |
Technology Information Technology Services |
India |
8.73%
|
-21.94% |
| 3 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
8.70%
|
-15.41% |
| 4 | Kalyan Jewellers
INE303R01014 |
Consumer Cyclical Luxury Goods |
India |
8.42%
|
-31.84% |
| 5 | Ellenbarrie Industrial Gases
INE236E01022 |
Basic Materials Chemicals |
India |
5.24%
|
-24.14% |
| 6 | PG Electroplast
INE457L01029 |
Technology Electronic Components |
India |
4.79%
|
-20.22% |
| 7 | HDFC Bank
INE040A01034 |
Financial Services Banks - Regional |
India |
4.45%
|
-24.88% |
| 8 | Healthcare Global Enterprises
INE075I01017 |
Healthcare Medical Care Facilities |
India |
4.13%
|
-4.34% |
| 9 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
4.02%
|
-15.34% |
| 10 | CG Power & Industrial Solutions
INE067A01029 |
Industrials Electrical Equipment & Parts |
India |
3.82%
|
+39.32% |
About this scheme
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): Swapnil Mayekar, Varun Sharma, Ankit Agarwal, Rakesh Shetty, Atul Mehra
Exit load: Exit load of 1%, if redeemed within 365 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
27 Aug 2024
Lump-sum min
₹500
SIP
Purchase
Switch
STP
SWP
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