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Motilal Oswal Business Cycle Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹12.76
Total Expense Ratio
1.46%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹1547Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 365D, Nil after 365D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
1.07%
Beta
1.10
Sharpe Ratio
0.09586
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(2.87)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential Active Momentum Fund
- Invesco India Business Cycle Fund
- Motilal Oswal Quant Fund
- HSBC India Export Opportunities Fund
- Shriram Multi Sector Rotation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Sundaram Business Cycle Fund
- ICICI Prudential Equity Minimum Variance Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Motilal Oswal Business Cycle Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- Edelweiss Business Cycle Fund
- Bank of India Business Cycle Fund
- Nippon India Active Momentum Fund
- Axis Momentum Fund
- Motilal Oswal Quality Fund
- Canara Robeco Manufacturing Fund
- JioBlackRock Sector Rotation Fund
- Sundaram Multi-Factor Fund
- SBI Equity Minimum Variance Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Quant Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life PSU Equity Fund
- Axis Business Cycles Fund
- HDFC Consumption Fund
- Franklin India Opportunities Fund
- Kotak ESG Exclusionary Strategy Fund
- Invesco India ESG Integration Strategy Fund
- Tata Business Cycle Fund
- Aditya Birla Sun Life Special Opportunities Fund
- 360 ONE Quant Fund
- Edelweiss Recently Listed IPO Fund
- Invesco India Manufacturing Fund
- Axis Quant Fund
- Baroda BNP Paribas Innovation Fund
- Kotak Active Momentum Fund
- SBI Quant Fund
- ICICI Prudential Rural Opportunities Fund
- HSBC Business Cycles Fund
- SBI Quality Fund
- HDFC Innovation Fund
- Mahindra Manulife Innovation Opportunities Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Kotak Pioneer Fund
- WhiteOak Capital Quality Equity Fund
- Tata Ethical Fund
- Nippon India Quant Fund
- Union Innovation & Opportunities Fund
- WhiteOak Capital Special Opportunities Fund
- Union Active Momentum Fund
- Aditya Birla Sun Life Business Cycle Fund
- HDFC Defence Fund
- Invesco India PSU Equity Fund
- Taurus Ethical Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Commodities Fund
- HDFC Transportation and Logistics Fund
- Bandhan Transportation and Logistics Fund
- Nippon India Innovation Fund
- Bandhan Multi-Factor Fund
- UTI-Transportation and Logistics Fund
- NJ Momentum Fund
- Aditya Birla Sun Life Conglomerate Fund
- ICICI Prudential PSU Equity Fund
- Kotak Manufacture in India Fund
- HDFC Business Cycle Fund
- Tata India Innovation Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Conglomerate Fund
- UTI Innovation Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Transportation and Logistics Fund
- Union Business Cycle Fund
- Kotak Transportation & Logistics Fund
- Kotak Special Opportunities Fund
- Bandhan Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- Quant Commodities Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Innovation Opportunities Fund
- ICICI Prudential Quality Fund
- HDFC Housing Opportunities Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Quantum Ethical Fund
- Kotak Rural Opportunities Fund
- Mahindra Manulife Manufacturing Fund
- HDFC Manufacturing Fund
- Franklin India Multi-Factor Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- SBI PSU Fund
Atul Mehra
Motilal Oswal Mutual FundTotal assets under management
₹92.51L Crores
Date of incorporation
14 Nov 2008
Motilal Oswal Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Motilal Oswal Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Motilal Oswal Business Cycle Fund has an AUM of ₹1547.14 Cr as on 9/25/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 13.21%. The risk is Very High against the category average of 45.1.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Motilal Oswal Business Cycle Fund.
Ans. The expense ratio of Motilal Oswal Business Cycle Fund is 1.46%.