How to check the XIRR of Motilal Oswal Business Cycle Fund-Regular Plan-Growth?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Business Cycle Fund-Regular Plan-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Motilal Oswal Business Cycle Fund-Regular Plan-Growth

Q: How to check portfolio overlap for Motilal Oswal Business Cycle Fund-Regular Plan-Growth?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Business Cycle Fund-Regular Plan-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Mutual Fund

Expense Ratio: 2.03

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 07-08-2024

Exit Load: Nil

Fund Size:₹2,162.52 Cr

Performance

Fund-5.84%

Cat. Avg.N/A

Fund2.91%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund7.29%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Persistent Systems Limited	Equity	Listed	Mid Cap	IT - Software	281.90	9.69%
2	Kalyan Jewellers India Limited	Equity	Listed	Mid Cap	Consumer Durables	263.13	9.05%
3	Eternal Limited	Equity	Listed	Large Cap	Retailing	234.90	8.08%
4	Coforge Limited	Equity	Listed	Mid Cap	IT - Software	211.79	7.28%
5	Healthcare Global Enterprises Limited	Equity	Listed	Small Cap	Healthcare Services	188.76	6.49%
6	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	155.90	5.36%
7	Net Receivables / (Payables)	CASH	Others		Others	150.03	5.16%
8	PG Electroplast Limited	Equity	Listed	Small Cap	Consumer Durables	139.50	4.80%
9	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	130.73	4.50%
10	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	117.11	4.03%

Similar Funds

SBI Equity Hybrid Fund - Regular Plan -Growth

SBI Mutual Fund

Expense Ratio: 1.38

NAV / Fund Size

₹309.58₹83,065.48 Cr

Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹309.58₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

Bank Of India Small Cap Fund Regular Plan Growth

Bank of India Mutual Fund

Expense Ratio: 2.02

NAV / Fund Size

₹51.23₹1,942.06 Cr

Incep: 28-11-2018

Small Cap FundVery High RiskEquity

11.61%

10.67%

21.96%

19.38%

24.60%

Fund Details

Bank Of India Small Cap Fund Regular Plan Growth

NAV / Fund Size₹51.23₹1,942.06 Cr

Small Cap FundVery High RiskEquity

11.61%

10.67%

21.96%

19.38%

24.60%

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Motilal Oswal Mutual Fund

Expense Ratio: 1.69

NAV / Fund Size

₹34.84₹15,130.53 Cr

Incep: 27-09-2019

Large & Mid Cap FundVery High RiskEquity

4.69%

13.03%

23.87%

20.21%

20.40%

Fund Details

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

NAV / Fund Size₹34.84₹15,130.53 Cr

Large & Mid Cap FundVery High RiskEquity

4.69%

13.03%

23.87%

20.21%

20.40%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	62046	+3.4%	+7.2%
2Y	07 Nov, 24	1.20 L.	1.23 L.	+2.4%	+2.4%
SI	09 Sep, 24	1.30 L.	1.34 L.	+3.1%	+2.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	94158	-5.8%	-5.8%
2Y	16 Oct, 24	1 L.	1.06 L.	+5.9%	+2.9%
SI	02 Sep, 24	1 L.	1.16 L.	+16.1%	+7.3%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.