Motilal Oswal Business Cycle Fund-Regular Plan-Growth
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
1Y
Fund-3.60%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund8.30%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Atul Mehra
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Persistent Systems Limited | 281.90 | 9.69% |
| 2 | Kalyan Jewellers India Limited | 263.13 | 9.05% |
| 3 | Eternal Limited | 234.90 | 8.08% |
| 4 | Coforge Limited | 211.79 | 7.28% |
| 5 | Healthcare Global Enterprises Limited | 188.76 | 6.49% |
| 6 | ICICI Bank Limited | 155.90 | 5.36% |
| 7 | Net Receivables / (Payables) | 150.03 | 5.16% |
| 8 | PG Electroplast Limited | 139.50 | 4.80% |
| 9 | HDFC Bank Limited | 130.73 | 4.50% |
| 10 | Bharti Airtel Limited | 117.11 | 4.03% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61936 | +3.2% | +6.8% |
| SI | 09 Sep, 24 | 1.15 L. | 1.19 L. | +3.8% | +4.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 96397 | -3.6% | -3.6% |
| SI | 02 Sep, 24 | 1 L. | 1.16 L. | +16.1% | +8.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.