Motilal Oswal Business Cycle Fund-Regular Plan-IDCW
Category: Equity: Thematic-Others
Launch Date: 27-08-2024
AUM:
₹ 1,949.73 Cr
Expense Ratio
2.04%
Benchmark
NIFTY 500 TRI
ISIN
INF247L01DE1
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Business Cycle Fund-Regular Plan-IDCW | - | - | - |
| NIFTY 500 TRI | 0.41 | 16.01 | 21.08 |
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
12.5714
Last change
0.09 (0.6992%)
Fund Size (AUM)
₹ 1,949.73 Cr
Performance
19.43% (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
Ajay Khandelwal, Atul Mehra,Niket Shah,Santosh Singh,Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Coforge Limited | 10.09 |
| Net Receivables / (Payables) | 10.08 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 9.15 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 8.64 |
| Shaily Engineering Plastics Limited | 8.14 |
| Persistent Systems Ltd | 7.94 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 6.43 |
| POLYCAB INDIA LIMITED EQ | 5.25 |
| Ellenbarrie Industrial Gases Ltd - Locked IN | 5.22 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 5.19 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Durables | 22.96 |
| Capital Goods | 18.58 |
| Information Technology | 18.03 |
| Chemicals | 11.27 |
| Financial Services | 7.05 |
| Consumer Services | 6.5 |
| Healthcare | 5.53 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Business Cycle Fund Reg IDCW | 0.0 |
| Sundaram Services Reg Gr | 24.73 |
| ICICI Pru Commodities Gr | 30.47 |
| ICICI Pru Exports & Services Gr | 23.34 |
| ICICI Pru India Opportunities Cum | 29.32 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.59 |
| Franklin India Opportunities Gr | 29.12 |
| SBI COMMA Fund Reg PLAN Gr | 20.23 |