August 3, 2024
mayank
Motilal Oswal Business Cycle Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Business Cycle Fund Open Date, Close Date?
NFO opens on August 07, 2024
NFO will close on August 21, 2024
What is the Investment Strategy?
The scheme seeks 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.
Basic Details of Motilal Oswal Business Cycle Fund?
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 07 August 2024 |
| Issue Close | 21 August 2024 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI |
What is the Benchmark Index?
The Nifty 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
Nifty 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base period. Nifty 500 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 500 Total Returns Index, Nifty500 Industry Indices.
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 3.53 | 21.11 | 37.94 | 21.07 | 11.26 |
| Total Return | 3.62 | 21.86 | 39.28 | 22.35 | 12.98 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 13.70 | 18.67 | 22.37 |
| Beta (NIFTY 50) | 1.03 | 0.96 | 0.93 |
| Correlation (NIFTY 50) | 0.95 | 0.98 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 27.1 | 4.55 | 1.02 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 6.38 |
| Reliance Industries Ltd. | 5.34 |
| ICICI Bank Ltd. | 4.48 |
| Infosys Ltd. | 3.54 |
| ITC Ltd. | 2.40 |
| Larsen & Toubro Ltd. | 2.34 |
| Tata Consultancy Services Ltd. | 2.33 |
| Bharti Airtel Ltd. | 2.09 |
| State Bank of India | 1.76 |
| Axis Bank Ltd. | 1.74 |
Study about Benchmark Index in details
SEBI | Motilal Oswal Business Cycle Fund
Performance Review of the Fund Managers of Motilal Oswal Business Cycle Fund?
1) 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.
Past Performance of his Schemes
| Fund | Motilal Oswal Small Cap Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | — | — | 61.56 | 38.97 |
| 3 Year | — | — | 25.58 | 20.27 |
| 5 Year | — | — | 26.58 | 22.50 |
| 7 Year | — | — | 18.04 | 16.33 |
| 10 Year | — | — | — | — |
As on 03-8-2024
2) 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
Past Performance of his Schemes
| Fund | Motilal Oswal Large Cap Fund | It’s Benchmark |
| 1 Year | — | — |
| 3 Year | — | — |
| 5 Year | — | — |
| 7 Year | — | — |
| 10 Year | — | — |
As on 03-8-2024
3) 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.
Past Performance of his Schemes
| Fund | Motilal Oswal Midcap Fund | It’s Benchmark | Motilal Oswal Flexi Cap Fund | It’s Benchmark |
| 1 Year | 70.59 | 58.06 | 57.50 | 38.97 |
| 3 Year | 39.34 | 27.16 | 19.21 | 20.27 |
| 5 Year | 35.42 | 32.43 | 19.37 | 22.50 |
| 7 Year | 22.88 | 20.62 | 13.21 | 16.33 |
| 10 Year | 23.23 | 21.52 | 17.82 | 15.67 |
As on 03-8-2024
4) 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
Past Performance of his Schemes
| Fund | Motilal Oswal Multi Asset Fund | It’s Benchmark | Motilal Oswal Focused Fund | It’s Benchmark |
| 1 Year | 16.52 | 25.56 | 35.00 | 38.97 |
| 3 Year | 9.79 | 16.43 | 15.86 | 20.27 |
| 5 Year | — | — | 19.60 | 22.50 |
| 7 Year | — | — | 14.18 | 16.33 |
| 10 Year | — | — | 15.76 | 15.67 |
As on 03-8-2024
5) 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.
Past Performance of his Schemes
| Fund | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark | Motilal Oswal BSE Enhanced Value Index Fund | It’s Benchmark |
| 1 Year | 87.10 | 32.97 | 85.31 | 32.97 |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 03-8-2024
Which Company Owns Motilal Oswal Business Cycle Fund?
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Is it good to invest in Motilal Oswal Business Cycle Fund NFO?
Guidance for Motilal Oswal Business Cycle Fund by Paresh Gordhandas, C.A., Research Analyst.
The Fund is being managed by 5 Fund Managers!! Motilal Oswal is bringing their best to the table in this increasingly competitive mutual fund market. This fund can be compared to the ICICI Prudential Business Cycle Fund which was launched in January 2021. The fund has generated return of 41.65% in last one year and CAGR return of 23.59% in last three years.
Stock picking becomes very important when the intention is to ride the business cycle of a particular fund and the benchmark of Nifty 500 provides a vast universe for the Fund Manager to select the stocks. Such a fund can help an investor during the downturns too as the Fund Manager can shift to more resilient sectors which help in limiting or avoiding losses.
80% of the AUM will be invested in equity and the remaining in debt and other assets.
The combined experience of the five Fund Managers will help the Fund in its performance. Can invest.
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