Motilal Oswal Business Cycle Fund Direct-IDCW Reinvestment

Fund Details

NAV 11.8566

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount 500.0

Fund Age(Year) 1.48

Fund Size 1868.99

Fund Performance

1 Month -5.35%

3 Month -12.55%

6 Month -4.6%

1 Year 6.51%

3 Year 0.0%

5 Year 0.0%

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.25% Ret 1Y 13.41% Ret 3Y 14.27% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.25% Ret 1Y 13.41% Ret 3Y 14.27% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.12%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Varun Sharma

Education Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.

Experience Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Santosh Singh

Education Mr. Singh has done B.SC, CA and has cleared CFA Level 2

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard

Ajay Khandelwal

Education Mr. Khandelwal is MBA & Bachelor of Engineering.

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Ankit Agarwal

Education Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.

Experience Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

Niket Shah

Education Mr. Shah is a MBA in Finance

Experience Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Sunil Sawant

Education Mr. Sawant has done M.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking

Atul Mehra

Education Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk%

AMC and Fund details

Rank (total sets) 16

Date of Incorporation 2024-08-27

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

Know This Fund

As on 18 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (92.18%) Market Cap Small Cap 29.81 Large Cap 34.62 Mid Cap 27.76 Top Sectors Financial 22.3 Technology 17.74 Materials 8.96 Healthcare 8.14 Communication 7.98 Services 7.32 Consumer Discretionary 6.77 Chemicals 5.72 Capital Goods 4.4 Metals & Mining 2.75 Automobile 0.1 Top Holding Persistent Systems 9.33 Neuland Laboratories 2.44 HDFC Bank 7.7 ICICI Bank 5.44 AU Small Finance Bank 3.14 Shaily Eng Plastics 8.96 Ellenbarrie Industrial Gases 4.36 Healthcare Global Enterprises 5.54 Coforge 8.41 Kotak Mahindra Bank 2.18 PG Electroplast 4.4 Bharti Airtel 7.98 Thirumalai Chemicals 1.37 UNO Minda 0.1 Muthoot Finance 3.84 Eternal 7.32 Kalyan Jewellers India 6.77 Apollo Hospitals Enterprise 0.16 Jain Resource Recycling 2.75

Debt & Others (7.82%) Sector Allocation Reverse Repo/CBLO 5.99 Net Receivables 1.83 Debt Credit Ratings Debt Category Others 7.82