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Motilal Oswal Business Cycle Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Motilal Oswal Mutual Fund
  • NAV
    : ₹ 12.9735 -0.31%
    (as on 12th September, 2025)
Crisil Rating

Not Rated

Rank not available for the fund
Fund Size
: ₹ 1976.19 Cr
(0.4% of Investment in Category)
 Expense Ratio
: 2.04%
(2.12% Category average)
Risk-O-Meter
Very High Risk

The fund has 98.65% investment in domestic equities of which 2.2% is in Large Cap stocks, 9.38% is in Mid Cap stocks, 16.49% in Small Cap stocks.

Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.

This Scheme
VS
  • Benchmark
    Nifty 500 TRI
  • NA
  • NA
  • Gold
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Returns (NAV as on 12th September, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 05-Sep-25 10132.40 1.32% - 1.39% 132/238
1 Month 12-Aug-25 10710.60 7.11% - 3.19% 12/236
3 Month 12-Jun-25 10700.50 7.00% - 2.50% 24/228
6 Month 12-Mar-25 11685.00 16.85% - 15.90% 83/223
YTD 01-Jan-25 9999.50 -0.01% - 2.53% 136/212
1 Year 12-Sep-24 11728.20 17.28% 17.28% -2.13% 5/190
Since Inception 27-Aug-24 12973.50 29.73% 28.32% 12.35% 6/218
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 12th September, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 12-Sep-24 12000 13264.19 10.53 % 20.03 %
SIP Calculator Detailed Returns Analysis
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Portfolio (Updated on 31st Aug,2025)

Equity Holding : 98.65% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 98.65%
No of Stocks : 19 (Category Avg - 44.16) | Large Cap Investments : 2.2%| Mid Cap Investments : 9.38% | Small Cap Investments : 16.49% | Other : 70.58%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Shaily Engineering Plastics Ltd. Plastic products - industrial 2008.8 10.16% 2.03% 10.56% (May 2025) 5.97% (Dec 2024) 9.00 L -1.00 L
Coforge Ltd. Computers - software & consulting 1939.8 9.82% -0.27% 11.19% (Jun 2025) 7.71% (Sep 2024) 11.25 L 0.00
Trent Limited Speciality retail 1854.3 9.38% 2.95% 9.64% (Jun 2025) 5.53% (Sep 2024) 3.50 L 1.00 L
Dixon Technologies (India) Ltd. Consumer electronics 1669 8.45% -0.19% 8.64% (Jul 2025) 0% (Sep 2024) 1.00 L 0.00
Persistent Systems Ltd. Computers - software & consulting 1591.7 8.05% 0.11% 8.27% (Jun 2025) 0% (Sep 2024) 3.00 L 0.00
Kalyan Jewellers India Ltd. Gems, jewellery and watches 1512.5 7.65% -1.50% 9.15% (Jul 2025) 5.77% (Feb 2025) 30.00 L 0.00
Ellenbarrie Industrial Gases Ltd. Industrial gases 1503.7 7.61% -0.95% 8.55% (Jul 2025) 0% (Sep 2024) 30.00 L 0.00
Polycab India Limited Cables - electricals 1063.7 5.38% 0.13% 9.44% (Nov 2024) 5.08% (Sep 2024) 1.50 L 0.00
CG Power and Industrial Solutions Ltd. Heavy electrical equipment 867.9 4.39% -0.80% 5.39% (May 2025) 0% (Sep 2024) 12.50 L -2.79 L
One 97 Communications Ltd. Financial technology (fintech) 844.9 4.28% 0.09% 7.91% (Dec 2024) 0% (Sep 2024) 7.00 L -0.50 L
- indicates change in weight in the portfolio. # indicates a new entry.
Detailed Portfolio Analysis
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 0.82%
TREPS TREPS 0.53%
Detailed Portfolio Analysis

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Nippon India Taiwan Equity Fund - Regular Plan - Growth NA 389.09 12.50 30.19 51.06 50.05 31.18
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth NA 249.75 3.39 11.42 19.35 28.11 16.55
Nippon India Japan Equity Fund - Growth NA 283.56 3.11 10.15 15.16 17.79 17.11
Franklin Asian Equity Fund - Growth NA 259.99 4.45 8.94 15.73 16.55 10.52
Nippon India US Equity Opportunities Fund - Growth NA 713.51 2.89 5.54 9.92 16.20 17.01
DSP Banking & Financial Services Fund - Regular Plan - Growth NA 1331.23 2.36 -0.62 15.02 13.89 0.00
SBI Banking & Financial Services Fund - Regular Plan - Growth NA 8370.76 1.03 1.13 17.35 11.55 17.43
Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth NA 295.43 0.77 -0.91 14.16 9.96 15.08
WhiteOak Capital Banking & Financial Services Fund - Regular Plan - Growth NA 468.18 0.61 0.73 16.77 9.05 0.00
Motilal Oswal Manufacturing Fund - Regular Plan - Growth NA 786.43 8.30 7.10 25.28 8.98 0.00

More Funds from Motilal Oswal Mutual Fund

Out of 86 mutual fund schemes offered by this AMC, 5 is/are ranked 5 * , 3 is/are ranked 4 * , 1 is/are ranked 3 * , 1 is/are ranked 1 * , and 76 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Motilal Oswal Midcap Fund - Growth 5 34779.74 4.40 4.75 17.99 -1.08 26.04
Motilal Oswal Flexi Cap Fund - Growth 5 13679.31 4.97 4.74 16.48 1.92 21.54
Motilal Oswal Large and Midcap Fund - Regular Plan - Growth 5 12628.21 4.83 3.14 25.70 2.22 26.50
Motilal Oswal Nasdaq 100 ETF (MOFN100) NA 10179.30 1.47 13.20 24.09 30.18 28.38
Motilal Oswal Nasdaq 100 ETF (MOFN100) NA 10179.30 0.00 0.00 0.00 0.00 0.00
Motilal Oswal Nasdaq 100 Fund of Fund - Regular Plan - Growth NA 5631.62 2.36 14.20 14.98 29.87 26.94
Motilal Oswal Small Cap Fund - Regular Plan - Growth NA 5268.43 2.59 0.51 16.83 1.59 0.00
Motilal Oswal Multi Cap Fund - Regular Plan - Growth NA 4285.22 7.14 5.87 17.34 14.00 0.00
Motilal Oswal ELSS Tax Saver Fund - Growth 5 4223.40 4.49 1.52 22.97 -3.68 24.14
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth NA 3886.69 3.02 12.59 19.04 23.60 21.50
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