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
₹10.20
Expense Ratio
2.19%
Min SIP
₹500
Fund Size
₹1674Cr
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
0.44%
Beta
1.12
Sharpe Ratio
-0.071294
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-10.43)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak Pioneer Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- ICICI Prudential Housing Opportunities Fund
- Franklin India Opportunities Fund
- Invesco India PSU Equity Fund
- Invesco India Manufacturing Fund
- UTI-Transportation and Logistics Fund
- Bandhan Transportation and Logistics Fund
- Invesco India ESG Integration Strategy Fund
- Axis Business Cycles Fund
- ICICI Prudential Conglomerate Fund
- Nippon India Quant Fund
- Axis Innovation Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Quant Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Active Momentum Fund
- Baroda BNP Paribas Innovation Fund
- Aditya Birla Sun Life PSU Equity Fund
- Baroda BNP Paribas Manufacturing Fund
- Aditya Birla Sun Life Special Opportunities Fund
- The Wealth Company Ethical Fund
- SBI Innovative Opportunities Fund
- Union Active Momentum Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- SBI PSU Fund
- Sundaram Multi-Factor Fund
- HDFC Business Cycle Fund
- Bank of India Business Cycle Fund
- HSBC Business Cycles Fund
- Quant ESG Integration Strategy Fund
- UTI Innovation Fund
- Sundaram Business Cycle Fund
- Quant Quantamental Fund
- Bandhan Business Cycle Fund
- Union Innovation & Opportunities Fund
- DSP Business Cycle Fund
- HDFC Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Bandhan Innovation Fund
- Baroda BNP Paribas Business Cycle Fund
- Tata India Innovation Fund
- Canara Robeco Manufacturing Fund
- SBI ESG Exclusionary Strategy Fund
- Quant Commodities Fund
- HDFC Defence Fund
- LIC MF Manufacturing Fund
- Motilal Oswal Innovation Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- Shriram Multi Sector Rotation Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Motilal Oswal Quant Fund
- Quantum ESG Best In Class Strategy Fund
- Kotak Rural Opportunities Fund
- HSBC India Export Opportunities Fund
- Axis Quant Fund
- SBI Quality Fund
- Invesco India Business Cycle Fund
- Nippon India Active Momentum Fund
- Aditya Birla Sun Life Conglomerate Fund
- SBI Equity Minimum Variance Fund
- Axis Momentum Fund
- Kotak Active Momentum Fund
- SBI Quant Fund
- Kotak Special Opportunities Fund
- Taurus Ethical Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Nippon India Innovation Fund
- ICICI Prudential Commodities Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Innovation Fund
- Aditya Birla Sun Life Quant Fund
- Quantum Ethical Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- ICICI Prudential Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ITI Business Cycle Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
Atul Mehra
Motilal Oswal Mutual FundTotal assets under management
₹92.51L Crores
Date of incorporation
14 Nov 2008
Motilal Oswal Business Cycle Fund FAQs
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 ₹1674.23 Cr as on 4/1/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.21%. The risk is Very High against the category average of 56.94.
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 2.19%.