Motilal Oswal Business Cycle Fund
Equity
●
Thematic
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
₹11.27
Expense Ratio
2.22%
Min SIP
₹500
Fund Size
₹1454Cr
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
0.53%
Beta
1.11
Sharpe Ratio
-0.062887
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-2.43)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Quantum Ethical Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- WhiteOak Capital Quality Equity Fund
- Bandhan Transportation and Logistics Fund
- SBI PSU Fund
- SBI Equity Minimum Variance Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Quant Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Commodities Fund
- Kotak Pioneer Fund
- Kotak Manufacture in India Fund
- Invesco India PSU Equity Fund
- Kotak ESG Exclusionary Strategy Fund
- Kotak Special Opportunities Fund
- HDFC Housing Opportunities Fund
- HDFC Business Cycle Fund
- Kotak Active Momentum Fund
- HDFC Defence Fund
- Kotak Rural Opportunities Fund
- Mahindra Manulife Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Consumption Fund
- HDFC Transportation and Logistics Fund
- HDFC Manufacturing Fund
- HDFC Innovation Fund
- Bandhan Innovation Fund
- Bandhan Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- ICICI Prudential Transportation and Logistics Fund
- SBI Innovative Opportunities Fund
- SBI Quant Fund
- Nippon India Quant Fund
- Nippon India Active Momentum Fund
- Axis Quant Fund
- Invesco India ESG Integration Strategy Fund
- Baroda BNP Paribas Business Cycle Fund
- Invesco India Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Baroda BNP Paribas Business Conglomerates Fund
- The Wealth Company Ethical Fund
- Union Business Cycle Fund
- Union Active Momentum Fund
- Shriram Multi Sector Rotation Fund
- DSP Business Cycle Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- Sundaram Multi-Factor Fund
- HSBC Business Cycles Fund
- Quant Commodities Fund
- SBI Quality Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- Nippon India Innovation Fund
- 360 ONE Quant Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Tata India Innovation Fund
- UTI-Transportation and Logistics Fund
- HSBC India Export Opportunities Fund
- Union Innovation & Opportunities Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- Quant Quantamental Fund
- Quant Manufacturing Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Franklin India Opportunities Fund
- SBI ESG Exclusionary Strategy Fund
- Taurus Ethical Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- ICICI Prudential Manufacturing Fund
- Quant Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality 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 ₹1454.06 Cr as on 4/20/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.53%. The risk is Very High against the category average of 70.78.
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 2.22%.