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Individually analyse each scheme and narrow your options further Every minute detail you need to know about scheme of your choice from asset holdings, best and worst performance and fund returns to competitor analysis; is available in the Fund card.
Using this report card, you can gather vital information regarding the future health of the scheme by analysing the top 10 companies and sectors it invests in. You can also track the fund management’s track record and analyse the philosophy behind scheme’s holdings. All the parameters in the fund card are extremely important and can go a long way in helping you decide which scheme to invest your money.

NAV As on Sep-04-2025

Motilal Oswal Business Cycle Fund(G)-Direct Plan

Top 10 Holdings
Company
(%)
Coforge Ltd.
10.09
Kalyan Jewellers India Ltd.
9.15
Dixon Technologies (India) Ltd.
8.64
Ellenbarrie Industrial Gases Ltd.
8.55
Shaily Engineering Plastics Ltd.
8.14
Persistent Systems Ltd.
7.94
Trent Ltd.
6.43
Polycab India Ltd.
5.25
CG Power and Industrial Solutions Ltd.
5.19
One97 Communications Ltd.
4.19
Top 10 Sectors
Sectors
(%)
IT - Software
18.03
Diamond & Jewellery
10.46
Consumer Durables - Electronics
8.64
Industrial Gases & Fuels
8.55
Plastic Products
8.14
Retailing
6.50
Cable
5.25
Electric Equipment
5.19
Fintech
4.19
Hospital & Healthcare Services
4.02
Asset Allocation
Market Cap Allocation
  Scheme Benchmark ()
Large-Cap 14.49 NA
Mid-Cap 45.25 NA
Small-Cap 21.63 NA

Best and Worst Performance and Ratios

Best Performance in a year
Period Fund (%) Benchmark (%)
Year 27/08/24
to 01/09/25
29.73NA
Worst Performance in a year
Period Fund (%) Benchmark (%)
Year 04/09/24
to 04/09/25
22.21NA
Ratios
Standard Deviation[%] 23.96
Sharpe Ratio [%] 0.30
Turnover Ratio [%] 2.08
Modified Duration
YTM
Riskometer
very high risk

Investors understand that their principal will be at very high risk

Fund Details
Category
Thematic Fund
Inception Date (Regular Plan)
27-Aug-24
Inception Date (Direct Plan)
27-Aug-24
Expense Ratio (Direct Plan) %
0.62
Expense Ratio (Regular Plan) %
2.04
Investing Style
Large Growth
Fund Manager
Ajay Khandelwal,Niket Shah,Atul Mehra
Scheme Benchmark
NIFTY 500 - TRI
AUM (Rs. in Cr.)
1,949.73
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.

Growth Chart of the Scheme Versus Benchmark (SIP value Rs10,000)
Motilal Oswal Business Cycle Fund(G)-Direct Plan NIFTY 500 - TRI

Performance Comparison with similar Schemes and Benchmark