Motilal Oswal BusIness Cycle Fund-Regular Plan-Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 27-08-2024
AUM:
₹ 1,448.77 Cr
Expense Ratio
2.47%
Benchmark
Nifty 500 TRI
ISIN
INF247L01DD3
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Varun Sharma, Atul Mehra, Ankit Agarwal, Rakesh Shetty, Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal BusIness Cycle Fund-Regular Plan-Growth | -11.33 | - | - |
| NIFTY 500 TRI | -8.03 | 10.07 | 8.09 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
11.7031
Last change
0.11 (0.8998%)
Fund Size (AUM)
₹ 1,448.77 Cr
Performance
5.05% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Varun Sharma, Atul Mehra, Ankit Agarwal, Rakesh Shetty, Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 5.65 |
| Coforge Limited | 4.65 |
| RBL BANK LIMITED EQ | 4.37 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 4.09 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.46 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.4 |
| URBANCLAP TECHNOLOGIES INDIA PRIVATE LIMITED EQ | 3.35 |
| INDUSIND BANK LIMITED EQ | 3.29 |
| PRESTIGE ESTATES PROJECTS LIMITED EQ | 3.24 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.22 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.5 |
| Automobile and Auto Components | 12.75 |
| Information Technology | 10.63 |
| Healthcare | 9.3 |
| Consumer Services | 9.1 |
| Capital Goods | 8.44 |
| Services | 5.1 |
| Consumer Durables | 4.9 |
| Realty | 3.24 |
| Chemicals | 3.15 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal BusIness Cycle Fund Reg Gr | 0.0 |