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motilal oswal business cycle fund direct growth
Motilal Oswal Business Cycle Fund Direct Growth

Motilal Oswal Business Cycle Fund Direct Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Dec 24, 2025
i
Price per unit of the scheme.
₹ 12.8663-0.75%1 Day Change
-2.18%
Minimum Investment₹500
Expense Ratio--

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Motilal Oswal Business Cycle Fund Direct Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Motilal Oswal Business Cycle Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    Nifty 500 TRI
    Expense Ratio
    -%
    Category Avg Expense Ratio
    0.92%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 2,226.85 Cr(As on Nov, 2025)
    Inception Date
    Aug 28, 2024
    Turnover
    - %
    Exit Load
    1% - If redeemed on or before 3 Months from the date of allotment.Nil - If redeemed after 3 Months from the date of allotment.

    bt_logoABOUT THE FUND

    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.

    Motilal Oswal Business Cycle Fund Direct Growth is an Equity - Equity - Other fund. The fund was launched inAug 28, 2024. Its risk level is . The NAV of the fund as onDec 24, 2025 is ₹12.87. Its expense ratio is - %. The fund has an AUM of ₹2,226.85 Cr.The fund is managed byNiket Shah,Atul Mehra,Ajay Khandelwal,Rakesh Shetty,Sunil Sawant,Santosh Singh.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Ajay Khandelwal
    Ajay Khandelwal
    i
    Lead Fund Manager.
    Aug 28, 2024 - Present
    • Schemes managed12
    • Total AUM₹ 99,223.22 Cr
    • Highest Return In 1 Yr5.92 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Canara Robeco Mid Cap Fund Direct Growth
    --
    ₹ 18.06
    -0.22%
    0.32%
    Very High Risk
    ₹3,988.31Cr
    Canara Robeco Small Cap Fund Direct Growth
    ₹ 42.78
    0.80%
    -0.55%
    Very High Risk
    ₹13,059.88Cr
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    ₹ 58.67
    -0.89%
    0.35%
    Very High Risk
    ₹4,444.22Cr
    Canara Robeco Mid Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.06
    • Fund Size₹3,988.31Cr
    Fund Return-0.22%
    Category Return0.32%
    Canara Robeco Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 42.78
    • Fund Size₹13,059.88Cr
    Fund Return0.80%
    Category Return-0.55%
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 58.67
    • Fund Size₹4,444.22Cr
    Fund Return-0.89%
    Category Return0.35%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Niket Shah
    Niket Shah
    i
    Lead Fund Manager.
    Aug 28, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 80,559.91 Cr
    • Highest Return In 1 Yr0.36 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Midcap 30 Direct Growth
    ₹ 114.83
    -1.79%
    0.32%
    Very High Risk
    ₹38,002.68Cr
    Motilal Oswal Flexicap Fund Direct Plan Growth
    ₹ 67.79
    -1.17%
    0.29%
    Very High Risk
    ₹14,312.44Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 36.86
    -0.33%
    0.45%
    Very High Risk
    ₹15,146.47Cr
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 114.83
    • Fund Size₹38,002.68Cr
    Fund Return-1.79%
    Category Return0.32%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 67.79
    • Fund Size₹14,312.44Cr
    Fund Return-1.17%
    Category Return0.29%
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 36.86
    • Fund Size₹15,146.47Cr
    Fund Return-0.33%
    Category Return0.45%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Atul Mehra
    Atul Mehra
    i
    Lead Fund Manager.
    Aug 28, 2024 - Present
    • Schemes managed9
    • Total AUM₹ 44,172.35 Cr
    • Highest Return In 1 Yr0.36 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Multi Cap Fund Direct Growth
    --
    ₹ 13.66
    -2.28%
    0.13%
    Very High Risk
    ₹4,719.95Cr
    Motilal Oswal Business Cycle Fund Direct Growth
    --
    ₹ 12.87
    -2.18%
    -%
    Very High Risk
    ₹2,226.85Cr
    Motilal Oswal Manufacturing Fund Direct Growth
    --
    ₹ 11.37
    -0.74%
    -%
    Very High Risk
    ₹770.78Cr
    Motilal Oswal Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.66
    • Fund Size₹4,719.95Cr
    Fund Return-2.28%
    Category Return0.13%
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 12.87
    • Fund Size₹2,226.85Cr
    Fund Return-2.18%
    Category Return--
    Motilal Oswal Manufacturing Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.37
    • Fund Size₹770.78Cr
    Fund Return-0.74%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rakesh Shetty
    Rakesh Shetty
    i
    Lead Fund Manager.
    Aug 28, 2024 - Present
    • Schemes managed33
    • Total AUM₹ 1,09,826.85 Cr
    • Highest Return In 1 Yr96.01 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    --
    ₹ 15.70
    -0.84%
    -%
    Very High Risk
    ₹968.30Cr
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    --
    ₹ 17.61
    2.45%
    -%
    Very High Risk
    ₹58.49Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 36.86
    -0.33%
    0.45%
    Very High Risk
    ₹15,146.47Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.70
    • Fund Size₹968.30Cr
    Fund Return-0.84%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.61
    • Fund Size₹58.49Cr
    Fund Return2.45%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 36.86
    • Fund Size₹15,146.47Cr
    Fund Return-0.33%
    Category Return0.45%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sunil Sawant
    Sunil Sawant
    i
    Lead Fund Manager.
    Aug 28, 2024 - Present
    • Schemes managed10
    • Total AUM₹ 81,834.08 Cr
    • Highest Return In 1 Yr21.25 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    ₹ 21.81
    -2.58%
    0.53%
    Very High Risk
    ₹936.52Cr
    Motilal Oswal Flexicap Fund Direct Plan Growth
    ₹ 67.79
    -1.17%
    0.29%
    Very High Risk
    ₹14,312.44Cr
    Motilal Oswal Midcap 30 Direct Growth
    ₹ 114.83
    -1.79%
    0.32%
    Very High Risk
    ₹38,002.68Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.81
    • Fund Size₹936.52Cr
    Fund Return-2.58%
    Category Return0.53%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 67.79
    • Fund Size₹14,312.44Cr
    Fund Return-1.17%
    Category Return0.29%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 114.83
    • Fund Size₹38,002.68Cr
    Fund Return-1.79%
    Category Return0.32%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Santosh Singh
    Santosh Singh
    i
    Lead Fund Manager.
    Aug 28, 2024 - Present
    • Schemes managed11
    • Total AUM₹ 82,603.42 Cr
    • Highest Return In 1 Yr18.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    ₹ 21.81
    -2.58%
    0.53%
    Very High Risk
    ₹936.52Cr
    Motilal Oswal Multi Asset Fund Direct Growth
    --
    ₹ 13.17
    2.17%
    -%
    Moderately High risk
    ₹94.42Cr
    Motilal Oswal Equity Hybrid Fund Direct Growth
    ₹ 19.65
    1.22%
    1.07%
    Very High Risk
    ₹428.38Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.81
    • Fund Size₹936.52Cr
    Fund Return-2.58%
    Category Return0.53%
    Motilal Oswal Multi Asset Fund Direct Growth
    Moderately High risk--
    • NAV₹ 13.17
    • Fund Size₹94.42Cr
    Fund Return2.17%
    Category Return--
    Motilal Oswal Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 19.65
    • Fund Size₹428.38Cr
    Fund Return1.22%
    Category Return1.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (85.15%)
    DEBT (-%)
    CASH (14.85%)
    Allocation by Market Cap
    Large Cap(17.33%)
    Mid Cap(38.78%)
    Small Cap(21.59%)
    Industry Holdings
    • Information Technology Services18.58%
    • Specialty Chemicals15.84%
    • Internet Retail10.53%
    • Telecom Services10.30%
    • Luxury Goods8.46%
    • Medical Care6.90%
    Stock Holdings
    • Shaily Engineering Plastics Ltd10.51%
    • Eternal Ltd8.76%
    • Bharti Airtel Ltd8.57%
    • Persistent Systems Ltd7.85%
    • Coforge Ltd7.61%
    • Kalyan Jewellers India Ltd7.03%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      --
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      --
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Motilal Oswal Asset Management Company Limited - Portfolio Managers
    Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,43,299.75 crores. It’s current offering of mutual fund schemes includes 42 equity, 3 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    ₹ 1,43,299.75 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Motilal Oswal Business Cycle Fund Direct Growth ?
    The category of Motilal Oswal Business Cycle Fund Direct Growth is Equity - Equity - Other
    What is the current NAV of Motilal Oswal Business Cycle Fund Direct Growth ?
    The current NAV of Motilal Oswal Business Cycle Fund Direct Growth as on Dec 24, 2025 is ₹12.87
    How safe is Motilal Oswal Business Cycle Fund Direct Growth ?
    The risk level of Motilal Oswal Business Cycle Fund Direct Growth is Very High.
    What are short term returns given by Motilal Oswal Business Cycle Fund Direct Growth ?
    The return given by Motilal Oswal Business Cycle Fund Direct Growth in 1 month is -2.18%, 3 months is -0.61%, 6 months is 3.29%, and 1 year is 0.29%
    What are the long term returns given by Motilal Oswal Business Cycle Fund Direct Growth ?
    The return given by Motilal Oswal Business Cycle Fund Direct Growth in 3 years is -- and 5 years is --.
    What is the expense ratio of Motilal Oswal Business Cycle Fund Direct Growth ?
    The expense ratio of Motilal Oswal Business Cycle Fund Direct Growth is --
    What is the AUM of Motilal Oswal Business Cycle Fund Direct Growth ?
    The assets under Management (AUM) of Motilal Oswal Business Cycle Fund Direct Growth is Rs 2,226.85 crores.
    What is the minimum investment in Motilal Oswal Business Cycle Fund Direct Growth ?
    The minimum Lumpsum investment in Motilal Oswal Business Cycle Fund Direct Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal Business Cycle Fund Direct Growth is ₹100.00
    What is the asset allocation of Motilal Oswal Business Cycle Fund Direct Growth?
    Motilal Oswal Business Cycle Fund Direct Growth has an exposure of 85.15% in Equity and 14.85% in Cash & Money Market Securities

    bt_logoCALCULATORS

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