Motilal Oswal Business Cycle Fund-Regular Plan-IDCW

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NAV
₹ 11.3189 ₹ 0.01 (0.05 %)
as on 30-10-2024
Asset Size (AUM)
1,028 Cr
Launch Date
Aug 27, 2024
Investment 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. However, there can be no assurance that the investment objective of the scheme will be realized.
Minimum Investment 0.0
Minimum Top-up 0.0
Investment Returns Since Launch in Aug 27, 2024
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7.53

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.17%
Volatility
0.0 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 0.0 (plus in multiples of Rs. 0.0)

Entry Load
Not applicable
Exit Load
1% -If redeemed or switched out on or before 3 months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 30-10-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Motilal Oswal Business Cycle Fund-Regular Plan-IDCW 27-08-2024 0.0 0.0 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 05-06-2023 77.21 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 61.68 43.84 26.03 27.56 17.14
HSBC Business Cycles Fund - Regular Growth 20-08-2014 54.36 33.38 22.73 22.67 14.97
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 53.26 0.0 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 52.12 0.0 0.0 0.0 0.0
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 46.11 0.0 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 44.62 30.23 15.99 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 44.3 28.93 21.21 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 43.51 29.08 20.43 23.74 15.3
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings