Motilal Oswal Business Cycle Fund - Direct Plan

Regular
Direct

1 Year Absolute Returns

-8.27% ↓

NAV (₹) on 12 Jun 2026

11.26

1 Day NAV Change

2.61%

Risk Level

Very High Risk

Rating

-

Motilal Oswal Business Cycle Fund - Direct Plan is a Equity mutual fund categorized under Sector, offered by Motilal Oswal Asset Management Company Ltd.. Launched on 07 Aug 2024, investors can start ... Read more

NAV History

Fund Details

Min. SIP Amount
₹500
Inception Date
07 Aug 2024
Min. Lumpsum Amount
₹ 500
Fund Age
1 Yrs
AUM
₹ 1,494.31 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
0.99%
Scheme Type
Open Ended
Exit Load
1%

Asset Allocation

AUM

₹ 1,494.31 Cr

Equity
471.05%
Money Market & Cash
8.23%
Other Assets & Liabilities
38.07%

Sector Holdings

Sectors Weightage
IT Consulting & Software 19.74%
Finance - Banks - Private Sector 14.08%
E-Commerce/E-Retail 8.70%
Gems, Jewellery & Precious Metals 8.42%
Hospitals & Medical Services 7.26%
Electric Equipment - General 7.05%
Industrial Gases 5.24%
Consumer Electronics 4.79%
Telecom Services 4.02%
Non-Banking Financial Company (NBFC) 3.89%
Pharmaceuticals 3.10%
Exchange Platform 2.81%
Services - Others 2.48%
Auto - LCVs/HCVs 2.35%
Auto Ancl - Electrical 2.33%
Net Receivables/(Payables) 1.88%
Chemicals - Speciality 1.86%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Coforge Limited 9.04% ₹ 135.07 IT Consulting & Software
Persistent Systems Ltd 8.73% ₹ 130.42 IT Consulting & Software
Eternal Limited 8.70% ₹ 130.08 E-Commerce/E-Retail
Kalyan Jewellers India Limited 8.42% ₹ 125.79 Gems, Jewellery & Precious Metals
Ellenbarrie Industrial Gases Limited 5.24% ₹ 78.33 Industrial Gases
PG Electroplast Limited 4.79% ₹ 71.63 Consumer Electronics
HDFC Bank Limited 4.45% ₹ 66.53 Finance - Banks - Private Sector
Healthcare Global Enterprises Limited 4.13% ₹ 61.75 Hospitals & Medical Services
Bharti Airtel Limited 4.02% ₹ 60.08 Telecom Services
CG Power and Industrial Solutions Limited 3.82% ₹ 57.13 Electric Equipment - General
IndusInd Bank Limited 3.24% ₹ 48.42 Finance - Banks - Private Sector
Apollo Hospitals Enterprise Limited 3.13% ₹ 46.75 Hospitals & Medical Services
Dr Reddys Laboratories Limited 3.10% ₹ 46.35 Pharmaceuticals
BSE Limited 2.81% ₹ 41.95 Exchange Platform
AU Small Finance Bank Limited 2.74% ₹ 40.89 Finance - Banks - Private Sector
Muthoot Finance Limited 2.50% ₹ 37.30 Non-Banking Financial Company (NBFC)
Urban Company Ltd 2.48% ₹ 37 Services - Others
Ashok Leyland Limited 2.35% ₹ 35.10 Auto - LCVs/HCVs
UNO Minda Limited 2.33% ₹ 34.83 Auto Ancl - Electrical
RBL Bank Limited 2.15% ₹ 32.15 Finance - Banks - Private Sector
Billionbrains Garage Ventures Ltd 1.97% ₹ 29.39 IT Consulting & Software
Net Receivables / (Payables) 1.88% ₹ 28.20 Others
Thirumalai Chemicals Limited 1.86% ₹ 27.78 Chemicals - Speciality
ABB India Limited 1.65% ₹ 24.61 Electric Equipment - General
Emmvee Photovoltaic Power Limited 1.58% ₹ 23.61 Electric Equipment - General
Kotak Mahindra Bank Ltd 1.50% ₹ 22.44 Finance - Banks - Private Sector
Shriram Finance Limited 1.39% ₹ 20.72 Non-Banking Financial Company (NBFC)

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -14.58% -8.27% - -
Category returns 0.62% 3.05% 6.80% 22.01%

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 ... Read more

AMC Details

Name
Motilal Oswal Asset Management Company Ltd.
Date of Incorporation
29 Dec 2009
CEO
Mr. Prateek Agrawal
CIO
Type
Pvt.Sector-Indian
Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, Maharashtra, India - 400025
Website
http://www.motilaloswalmf.com

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1Y 3Y 5Y
AUM (Cr)
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Risk Meter
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SBI Equity Minimum Variance Fund
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-1.31% 32.34% 59.67% ₹209 0.75%
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UTI MNC Fund
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-0.06% 32.22% 56.21% ₹2,682 2.06%
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HDFC Banking & Financial Services Fund - Direct Plan
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Top Funds from Motilal Oswal Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Motilal Oswal Nifty M50 ETF
ETF Regular
-4.09% 31.12% 57.88% ₹56 0.06%
Very High
Motilal Oswal Nifty Bank Index Fund - Direct Plan
Index Direct
1.86% 30.93% 66.03% ₹630 0.25%
Very High
Motilal Oswal Nifty 50 Index Fund - Direct Plan
Index Direct
-4.19% 30.66% 56.68% ₹865 0.12%
Very High
Motilal Oswal Flexi Cap Fund
Diversified Regular
-13.16% 29.96% 18.14% ₹12,937 1.71%
Very High
Motilal Oswal Flexi Cap Fund
Diversified Regular
-13.16% 29.96% 18.14% ₹12,937 1.71%
Very High
Motilal Oswal Nifty 50 Index Fund
Index Regular
-4.58% 29.09% 53.54% ₹865 0.59%
Very High
Motilal Oswal Nifty Bank Index Fund
Index Regular
1.03% 28.10% 60.01% ₹630 1.06%
Very High
Motilal Oswal Nifty 5 year Benchmark G-Sec ETF
ETF Regular
4.75% 23.56% 32.95% ₹166 0.25%
Moderate
Motilal Oswal 5 Year G-Sec Fund Of Fund - Direct Plan
Gilts LT Direct
3.49% 22.18% 0.00% ₹58 0.15%
Moderately High
Motilal Oswal 5 Year G-Sec Fund Of Fund
Gilts LT Regular
3.40% 21.91% 0.00% ₹58 0.24%
Moderately High

FAQs

What is the current NAV of Motilal Oswal Business Cycle Fund - Direct Plan IDCW?

The current Net Asset Value (NAV) of Motilal Oswal Business Cycle Fund - Direct Plan IDCW is ₹11.26 as of 12 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Motilal Oswal Business Cycle Fund - Direct Plan IDCW?

The Assets Under Management (AUM) of Motilal Oswal Business Cycle Fund - Direct Plan IDCW is ₹1,494.31 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Motilal Oswal Business Cycle Fund - Direct Plan IDCW?

Motilal Oswal Business Cycle Fund - Direct Plan IDCW has delivered returns of -8.27% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Motilal Oswal Business Cycle Fund - Direct Plan IDCW?

Motilal Oswal Business Cycle Fund - Direct Plan IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Motilal Oswal Business Cycle Fund - Direct Plan IDCW?

The minimum lumpsum investment required for Motilal Oswal Business Cycle Fund - Direct Plan IDCW is ₹500. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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