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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 Jun 25, 2026
i
Price per unit of the scheme.
11.6432-0.55%1 Day Change
1.86%
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.

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

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 MANAGER

    Ajay Khandelwal
    Ajay Khandelwal
    i
    Lead Fund Manager.
    Aug 28, 2024 - Present
    • Schemes managed12
    • Total AUM98,132.95 Cr
    • Highest Return In 1 Yr15.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 18.91
    2.11%
    1.34%
    Very High Risk
    4,619.10Cr
    ₹ 44.28
    2.69%
    4.15%
    Very High Risk
    13,363.68Cr
    ₹ 63.72
    3.31%
    1.70%
    Very High Risk
    4,663.26Cr
    Canara Robeco Mid Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.91
    • Fund Size4,619.10Cr
    Fund Return2.11%
    Category Return1.34%
    Canara Robeco Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 44.28
    • Fund Size13,363.68Cr
    Fund Return2.69%
    Category Return4.15%
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 63.72
    • Fund Size4,663.26Cr
    Fund Return3.31%
    Category Return1.70%
    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 AUM78,498.58 Cr
    • Highest Return In 1 Yr7.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 108.34
    1.23%
    1.34%
    Very High Risk
    36,458.21Cr
    ₹ 64.78
    2.56%
    1.97%
    Very High Risk
    12,936.51Cr
    ₹ 39.12
    2.78%
    1.69%
    Very High Risk
    17,420.43Cr
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 108.34
    • Fund Size36,458.21Cr
    Fund Return1.23%
    Category Return1.34%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 64.78
    • Fund Size12,936.51Cr
    Fund Return2.56%
    Category Return1.97%
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 39.12
    • Fund Size17,420.43Cr
    Fund Return2.78%
    Category Return1.69%
    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 AUM43,691.96 Cr
    • Highest Return In 1 Yr15.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 13.50
    3.60%
    2.00%
    Very High Risk
    4,095.53Cr
    --
    ₹ 11.64
    1.86%
    -%
    Very High Risk
    1,494.31Cr
    --
    ₹ 11.63
    0.90%
    -%
    Very High Risk
    694.60Cr
    Motilal Oswal Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.50
    • Fund Size4,095.53Cr
    Fund Return3.60%
    Category Return2.00%
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.64
    • Fund Size1,494.31Cr
    Fund Return1.86%
    Category Return--
    Motilal Oswal Manufacturing Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.63
    • Fund Size694.60Cr
    Fund Return0.90%
    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 AUM1,13,600.44 Cr
    • Highest Return In 1 Yr75.65 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.56
    1.29%
    -%
    Very High Risk
    961.00Cr
    --
    ₹ 17.52
    -1.07%
    -%
    Very High Risk
    62.05Cr
    ₹ 39.12
    2.78%
    1.69%
    Very High Risk
    17,420.43Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.56
    • Fund Size961.00Cr
    Fund Return1.29%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.52
    • Fund Size62.05Cr
    Fund Return-1.07%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 39.12
    • Fund Size17,420.43Cr
    Fund Return2.78%
    Category Return1.69%
    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 AUM80,067.28 Cr
    • Highest Return In 1 Yr32.83 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 20.78
    1.86%
    0.94%
    Very High Risk
    735.74Cr
    ₹ 64.78
    2.56%
    1.97%
    Very High Risk
    12,936.51Cr
    ₹ 108.34
    1.23%
    1.34%
    Very High Risk
    36,458.21Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 20.78
    • Fund Size735.74Cr
    Fund Return1.86%
    Category Return0.94%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 64.78
    • Fund Size12,936.51Cr
    Fund Return2.56%
    Category Return1.97%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 108.34
    • Fund Size36,458.21Cr
    Fund Return1.23%
    Category Return1.34%
    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 AUM80,578.55 Cr
    • Highest Return In 1 Yr18.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 20.78
    1.86%
    0.94%
    Very High Risk
    735.74Cr
    --
    ₹ 13.17
    2.17%
    -%
    Moderately High risk
    94.42Cr
    ₹ 19.65
    1.22%
    1.07%
    Very High Risk
    428.38Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 20.78
    • Fund Size735.74Cr
    Fund Return1.86%
    Category Return0.94%
    Motilal Oswal Multi Asset Fund Direct Growth
    Moderately High risk--
    • NAV₹ 13.17
    • Fund Size94.42Cr
    Fund Return2.17%
    Category Return--
    Motilal Oswal Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 19.65
    • Fund Size428.38Cr
    Fund Return1.22%
    Category Return1.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankit Agarwal
    Ankit Agarwal
    i
    Lead Fund Manager.
    Jan 21, 2026 - Present
    • Schemes managed9
    • Total AUM92,106.80 Cr
    • Highest Return In 1 Yr15.39 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 29.34
    2.94%
    4.15%
    Very High Risk
    4,970.44Cr
    ₹ 344.05
    1.08%
    1.34%
    Very High Risk
    11,870.75Cr
    --
    ₹ 11.64
    1.86%
    -%
    Very High Risk
    1,494.31Cr
    UTI Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 29.34
    • Fund Size4,970.44Cr
    Fund Return2.94%
    Category Return4.15%
    UTI Mid Cap Fund-Growth Option- Direct
    Very High Risk
    • NAV₹ 344.05
    • Fund Size11,870.75Cr
    Fund Return1.08%
    Category Return1.34%
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.64
    • Fund Size1,494.31Cr
    Fund Return1.86%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Sharma
    Varun Sharma
    i
    Lead Fund Manager.
    Jan 21, 2026 - Present
    • Schemes managed17
    • Total AUM75,365.81 Cr
    • Highest Return In 1 Yr49.91 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 114.46
    0.18%
    1.94%
    Very High Risk
    11,233.20Cr
    --
    ₹ 50.63
    3.60%
    -%
    Very High Risk
    869.62Cr
    --
    ₹ 479.49
    -3.64%
    -2.58%
    Very High Risk
    1,645.16Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 114.46
    • Fund Size11,233.20Cr
    Fund Return0.18%
    Category Return1.94%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 50.63
    • Fund Size869.62Cr
    Fund Return3.60%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 479.49
    • Fund Size1,645.16Cr
    Fund Return-3.64%
    Category Return-2.58%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Swapnil Mayekar
    Swapnil Mayekar
    i
    Lead Fund Manager.
    Nov 18, 2025 - Present
    • Schemes managed25
    • Total AUM1,06,992.53 Cr
    • Highest Return In 1 Yr75.65 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.56
    1.29%
    -%
    Very High Risk
    961.00Cr
    --
    ₹ 17.52
    -1.07%
    -%
    Very High Risk
    62.05Cr
    --
    ₹ 27.96
    -2.47%
    -%
    Very High Risk
    2,180.11Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.56
    • Fund Size961.00Cr
    Fund Return1.29%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.52
    • Fund Size62.05Cr
    Fund Return-1.07%
    Category Return--
    Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.96
    • Fund Size2,180.11Cr
    Fund Return-2.47%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2026
    EQUITY (98.11%)
    DEBT (-%)
    CASH (1.89%)
    Allocation by Market Cap
    Large Cap(34.26%)
    Mid Cap(41.62%)
    Small Cap(22.23%)
    Industry Holdings
    • Information Technology Services18.11%
    • Banks Regional14.35%
    • Internet Retail8.87%
    • Luxury Goods8.58%
    • Medical Care7.40%
    • Chemicals5.34%
    Stock Holdings
    • Coforge Ltd9.04%
    • Persistent Systems Ltd8.73%
    • Eternal Ltd8.70%
    • Kalyan Jewellers India Ltd8.42%
    • Ellenbarrie Industrial Gases Ltd5.24%
    • PG Electroplast Ltd4.79%

    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 ₹ 1,58,063.62 crores. It’s current offering of mutual fund schemes includes 46 equity, 3 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    1,58,063.62 Cr (
    As on May 31, 2026
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQs

    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 Jun 25, 2026 is ₹11.64
    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 1.86%, 3 months is 9.26%, 6 months is -9.51%, and 1 year is -6.74%
    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 1,494.31 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 98.11% in Equity and 1.89% in Cash & Money Market Securities