Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

1,869 Cr

Lock In Period

N/A

Expense Ratio

2.12

Benchmark

NIfty 500 Total Return

Exit Load

1% - If redeemed on or before 1 Year from the date of allotment.Nil - If redeemed after 1 Year from the date of allotment.

Summary

Latest details for Motilal Oswal Business Cycle Fund Growth include a 10.6709 NAV as of Mar 06,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Business Cycle Fund Growth AUM is ₹1,869 Cr, with a lock-in of N/A years, expense ratio of 2.12%, and benchmark NIfty 500 Total Return. Exit load is - 1% - If redeemed on or before 1 Year from the date of allotment.Nil - If redeemed after 1 Year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -8.21% returns, against a category average of -1.18% and a category best of 13.40%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.21-1.1813.40
6M-16.231.2140.21
1Y-4.135.1099.03
3Y0.0012.36208.37

Portfolio Analysis

  • Equity: 92.19%
  • Debt: 7.82%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Limited7.70%
2. ICICI Bank Limited5.44%
3. AU Small Finance Bank Limited3.14%
4. Kotak Mahindra Bank Limited2.18%

1. Persistent Systems Limited9.33%
2. Coforge Limited8.41%

1. Shaily Engineering Plastics Limited8.96%

1. Bharti Airtel Limited7.98%

1. Eternal Limited7.32%

1. Kalyan Jewellers India Limited6.77%

1. Healthcare Global Enterprises Limited5.54%
2. Apollo Hospitals Enterprise Limited0.16%

1. PG Electroplast Limited4.40%

1. Ellenbarrie Industrial Gases Limited4.36%

1. Muthoot Finance Limited3.84%

1. Jain Resource Recycling Limited2.75%

1. Neuland Laboratories Limited2.44%

1. Thirumalai Chemicals Limited1.37%

About Fund

Motilal Oswal Business Cycle Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,869 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.12. Under the expert guidance of Ankit Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundMotilal Oswal Active Momentum Fund Growth00
This FundEdelweiss Financial Services Fund Growth00
This FundMotilal Oswal Business Cycle Fund Growth-4.12940
This FundICICI Prudential PSU Equity Fund Growth23.1023112.1327
This FundNippon India Taiwan Equity Fund Growth96.2826195.7968

FAQs

Motilal Oswal Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Business Cycle Fund Growth is 2.12. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : -8.21%
  • 6 Months : -16.23%
  • 1 Year : -4.13%
  • 3 Years : 0.00%
Returns of Motilal Oswal Business Cycle Fund Growth are updated daily based on NAV of ₹ 10.6709 as on Mar 06,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Business Cycle Fund Growth is ₹1,869 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500